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.