Sr. Finance Analyst

• Job Title: Sr. Finance Analyst
• Reporting To: Sr. Finance Manager

Job Summary

• The Senior Accountant is responsible for overseeing Triquetra Health's accounting operations to
• ensure financial accuracy, compliance, and timely reporting. This role manages financial
• records, reconciliations, reporting, and internal controls while supporting leadership with
• financial insights to guide strategic decision-making.
• Triquetra Health is currently transitioning to Sage Intacct, and the Senior Accountant will play an
• active role in the implementation and ongoing optimization. Beyond day-to-day accounting, this
• role owns the company's cash flow forecasting and partners with leadership on complex
• financial models supporting budgeting, scenario planning, and strategic decisions.

Role Description

• The Senior Accountant ensures the integrity of Triquetra's financial records and reporting. The
• role focuses on reconciliations, compliance, financial analysis, and process improvements to
• support operational transparency and informed decision-making.

Duties & Responsibilities

• Maintain accurate financial records in accordance with accounting standards and

company policies.

• Perform monthly, quarterly, and annual account reconciliations.
• Prepare and review financial statements, including profit and loss, balance sheet, and

cash flow reports.

• Monitor accounts payable and receivable to ensure timely processing and collection.
• Review and approve invoices, expense reports, and payment requests.
• Ensure compliance with tax regulations, reporting requirements, and audit standards.
• Support budgeting and forecasting processes with financial analysis.
• Build, maintain, and own a rolling cash flow forecast to inform liquidity decisions.
• Develop and maintain complex financial models for budgeting, scenario planning, and

strategic decision-making.

• Partner with the Senior Finance Manager and leadership on the Sage Intacct

implementation, including data migration, chart of accounts design, and process redesign.

• Monitor cash flow and provide recommendations to optimize liquidity.
• Maintain and improve internal controls and accounting procedures.
• Own end-to-end inventory and cost accounting, including COGS, landed cost, inventory

valuation, and marketplace settlement reconciliation across Shopify and Amazon (via A2X).

• Collaborate with operations, logistics, and leadership to ensure accurate financial

tracking of inventory and production costs.

• Own the monthly close process and deliver financial statements within a 7-business-day

close timeline.

• Assist with audits by preparing documentation and responding to auditor inquiries.
• Identify process improvements to enhance efficiency and accuracy in financial operations.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of progressive accounting experience, including general ledger ownership and

month-end close.

• Strong working knowledge of U.S. GAAP.
• Advanced Microsoft Excel skills (pivot tables, lookups, financial modeling).
• Hands-on experience with a cloud ERP / accounting system (Sage Intacct, NetSuite,

Xero, or similar).

• Demonstrated experience building financial models, rolling forecasts, and cash flow

projections.

• Demonstrated experience preparing financial statements and performing account

reconciliations.

• Inventory and cost accounting experience in a physical product or DTC ecommerce

environment, including COGS, landed cost, and inventory valuation.

• Excellent analytical, problem-solving, and communication skills.
• Proven ability to work independently and manage deadlines in a fully remote environment.

Preferred

• Direct experience with Sage Intacct, especially with implementation, migration, or rollout

projects.

• FP&A or finance business-partnering background, including scenario planning and

strategic modeling.

• Ecommerce / DTC accounting experience, particularly with Shopify, Amazon Seller

Central, and marketplace settlement reconciliation via A2X or similar tools.

• Sales tax / multi-state nexus experience in a DTC ecommerce context.
• Experience in consumer health, CPG, or product-based businesses with inventory and

production cost accounting.

• Experience supporting external audits and implementing internal control improvements.
• Multi-entity or multi-currency accounting experience.

Deliverables

• Financial Statements: P&L, balance sheet, and cash flow reports — delivered within 7

business days of period end (Monthly)

• Account Reconciliation: Bank, credit card, and ledger reconciliations (Monthly)
• AP/AR Monitoring: Payment processing and receivables tracking (Ongoing)
• Budget, Forecasts & Financial Models: Rolling forecasts, complex scenario models, and

ad-hoc financial analysis (Monthly)

• Cash Flow Forecast: Rolling cash flow forecast with liquidity recommendations (Weekly

and monthly)

• Audit Support Files: Documentation for audits and compliance reviews (As needed)
• Internal Control Improvements: Process enhancements and risk mitigation (Ongoing)

First 90 days

• Days 1–30 — Onboarding & current-state assessment:
• Review existing accounting systems, processes, and historical financial records.
• Establish a reconciliation baseline across bank, credit card, and ledger accounts.
• Meet with the Senior Finance Manager, operations, and leadership to understand priorities.

Days 31–60 — Controls & ownership

• Complete an internal controls assessment and identify process improvements.
• Assume ownership of recurring reconciliations and routine financial reporting.
• Engage on the Sage Intacct implementation roadmap and migration planning.

Days 61–90 — Drive cadence & strategic deliverables

• Own the monthly close and deliver the first full financial review under your leadership

within the 7-business-day target close timeline.

• Stand up the budgeting and forecasting framework, including the rolling cash flow forecast.
• Actively contribute to the Sage Intacct rollout (chart of accounts, data migration, workflows).

Beyond 90 days

• Ongoing financial oversight, continuous process improvement, and ownership of

strategic financial models and analyses.

Hours and Availability

• Estimated hours per week: 40 Hours
• Time zone: Eastern Standard Time

Access to Systems & Resources

• Triquetra is currently transitioning its accounting platform to Sage Intacct; this role will work
• across both the legacy and new systems during the migration.

• Sage Intacct (target accounting platform; migration in progress)
• Microsoft Excel
• A2X (ecommerce accounting / marketplace reconciliation)
• Shopify (DTC sales channel)
• Amazon Seller Central (marketplace sales channel)
• Banking and financial reporting tools
• Google Workspace
• ClickUp (task management)
• Slack (team communication)
• Financial policies and historical records

Reporting & Communication

• Reports to: Senior Finance Manager
• Update frequency: Daily; As Needed

Special Conditions & Additional Notes

• Must maintain confidentiality of financial data and company records.
• Accuracy and timeliness in financial reporting are critical.
• Compliance with tax regulations and audit requirements is mandatory.
• Proactive communication of financial risks or discrepancies is required.