Accounting & Operations Lead - Herbal Goodness

Job description

Company: Herbal Goodness

Location: Remote

Department: Finance & Operations

Reports To: CEO

About Herbal Goodness

Herbal Goodness is a fast-growing wellness company committed to providing premium herbal teas, liquid extracts, superfoods, and supplements that support healthy living and transform lives. We are seeking a highly analytical, detail-oriented, and execution-focused Accounting, Finance & Operations Lead to strengthen our financial discipline, improve operational efficiency, and support scalable growth across e-commerce, warehouse, and supply chain functions.

Position Summary

The Finance & Operations Lead will play a critical role at the intersection of bookkeeping, financial reporting, e-commerce operations, inventory management, and process improvement. This person will be responsible for maintaining accurate financial records, driving timely reconciliations, supporting decision-making with data, and partnering cross-functionally to improve business performance.

This role is ideal for a candidate who is strong in QuickBooks, account reconciliations, reporting, Excel, bookkeeping, and operational follow-through, and who thrives in a fast-paced entrepreneurial environment.

Key Responsibilities

Accounting, Financial Management & Bookkeeping

- Support leadership with accounting, bookkeeping, financial management, analysis, and weekly/monthly reporting

- Manage accounts payable and accounts receivable

- Reconcile bank accounts, credit card accounts, and other balance sheet accounts accurately and on time

- Reconcile E-Commerce channels' deposits in QuickBooks Online

- Maintain accurate bookkeeping records and ensure clean financial data for decision-making

- Assist with financial statement preparation, account analysis, and balance reporting

- Support tax-related recordkeeping and coordination with external accountants as needed

- Help improve the chart of accounts structure, classifications, and financial controls

Operations & E-Commerce Management

- Manage key aspects of e-commerce operations, including:

- Demand Planning and Forecasting

- Purchase orders & receiving

- Inventory control

- Shipping and logistics

- Monitor operational workflows and identify opportunities to improve efficiency and reduce errors

- Drive purchasing decisions, working closely with warehouse and operations teams to develop reports on inventory levels and prevent stockouts or excess inventory

- Help manage warehouse-related activities across multiple locations, including:

- Own warehouse, Texas

- Fulfillment by Amazon/Walmart (FBA)/FBW

- Support freight, import/export, and vendor coordination activities

Inventory, Reporting & KPI Management

- Track, analyze, and report on key performance indicators (KPIs) across finance and operations

- Build and maintain reports that provide visibility into inventory, purchasing, fulfillment, and financial health

- Monitor inventory levels and support timely replenishment to maximize sales opportunities

- Collaborate with cross-functional teams, including marketing, operations, customer service, and purchasing, to align data and action plans

- Identify trends, discrepancies, and areas for corrective action

Process Improvement

- Support cross-functional process improvement initiatives to ensure company objectives are achieved

- Help establish systems, templates, and reporting discipline across the finance and operations team

- Participate in onboarding and performance review initiatives

- Support the creation of training processes, operational documentation, and accountability systems

Qualifications

- Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred

- 3+ years of experience in bookkeeping, financial operations, accounting, or finance/operations coordination

- Strong proficiency in QuickBooks Online and Microsoft Excel

- Demonstrated experience with:

- Account reconciliation

- AP/AR management

- Financial reporting

- Inventory and operational reporting

- Strong analytical and problem-solving skills with close attention to detail

- Excellent time management and ability to meet deadlines with speed and accuracy

- Strong written and verbal communication skills

- Comfortable working independently in a remote environment while collaborating across teams

Preferred Experience

Candidates with experience in the following areas will be especially attractive:

- E-commerce accounting and operations

- Experience with QuickBooks Online and ERP systems

- Amazon reconciliations

- Inventory-driven businesses

- Start-up or growth-stage companies

- Payroll setup and bookkeeping for small businesses

- Tax return support, tax compliance research, or business/personal tax preparation

- Advanced Excel and PowerPoint for business analysis and presentation

What We’re Looking For

We are looking for someone who is:

- Highly analytical and deadline-driven

- Organized and process-oriented

- Accurate, fast, and dependable

- Passionate about clean books, operational excellence, and business improvement

- Comfortable rolling up their sleeves and helping build strong systems in a growing company

Why Join Herbal Goodness

This is an opportunity to play a meaningful role in a mission-driven company at an exciting stage of growth. You will work closely with leadership, contribute to strategic and operational decisions, and help build the systems needed to scale effectively.