Financial Controller
As the Financial Controller for SwagUp you’ll be responsible for overseeing all aspects of SwagUp’s finance and accounting.
About You
We are looking for an experienced financial controller, to undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecast preparation, as well as the development of internal control policies and procedures. Finance controller responsibilities will also include financial risk management. CPA is encouraged but not required. Experience with a transactional business model 50M-100M in annual revenue.
About Us
SwagUp helps companies create custom branded swag packs/kits easily from a highly curated selection of the best products available.
We combine our swag pack concept with our warehousing and fulfilment services and associated technologies, to ensure the brand's swag gets exactly where they need it, when they need it, without needing to spend extra internal resources to handle it all.
If you like challenging the status quo, and working in small, unstructured environments, you’ll fit right in. We’ve accomplished so much in under 4 years, but we’ve just begun to crack the surface. We look forward to meeting you.
The Role
Reporting directly to the Executive team your role will be to:
Participate in the development of and support the company’s strategic plans
Monitor the financial performance of the company
Compile and analyze financial reporting packages
Prepare monthly and annual operating budgets
Develop and manage financial controls in accordance with the company’s procedures
Communicate financial metrics to senior management
Oversee accounts receivable and accounts payable
Manage the preparation and administration of employee agreements as well as payroll and benefits set-up.
Coordinating and directing the preparation of the budget and financial forecasts and report variances
Data aggregation, standardization, manipulation and organization.
This will include specific tasks such as:
Management
Review accounts receivable and help collect as needed. Record payments when necessary.
Review accounts payable and verify invoices with the Product Team. Help with RMA process and payment options to optimize cash flow and rewards (with suppliers and credit cards)
Process payroll in a timely manner (JustWorks)
Manage Cash Flow and Account Balances (Quickbooks)
Help Integrate Quickbooks with other systems (Bill.com, Salesforce, Slack etc)
Maintain an orderly accounting filing system
Maintain a system of controls over accounting transactions
Reporting
Issue timely and complete financial statements (by the 10th of each month)
Cash reporting, analysis and projections (Semi-Monthly)
Coordinate the preparation of the corporate annual report
Calculate and issue financial and operating metrics (Gross Margin)
Sales Audits (weekly)
Commission Reports (monthly)
Calculate variances from the budget and report significant issues to management (Monthly)
Provide financial analyses as needed (Monthly)
Monthly review and revisions with Executive Team
Compliance
Coordinate the provision of information to external auditors for the annual review
Comply with local, province, and federal government reporting requirements and tax filings
File monthly and quarterly investor reports
Requirements
Knowledge of finance, accounting, budgeting, and cost control principles including The Accounting Standards for Private Enterprise.
Self-motivated individual who strives to go above and beyond to do what’s best for customers
Can work simultaneously on multiple projects
Familiarity with accounting software, ideally Quickbooks
Enjoys working in a collaborative environment where everyone pitches in
Ability to quickly build rapport with multiple internal teams
Thrives in a fast moving environment where things are always changing
Questions the status quo and isn’t afraid to speak up
You think strategically but like to roll up your sleeves.
You’re a creative problem solver who sees every challenge as an opportunity to accelerate progress.
Experience with a transactional business model
Benefits
Wake up each morning proud of the place you work and the amazing companies you get to partner with
Unlimited Work From Home days.
Unlimited PTO, we are all adults, you’re in control
Medical, Dental, and Vision insurance
Fully stocked Kitchen
Catered team breakfast and lunch every Friday
Office pets and lots of swag!
A performance culture that rewards results and promotes those that perform, quickly