Accounting & Operations Lead - Herbal Goodness

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.