About LeaderPromos

Position Overview

Key Responsibilities

• Own monthly, quarterly, and annual closes with documented schedules, reconciliations, deadlines, and management review; continually shorten the close cycle without sacrificing accuracy.
• Prepare timely U.S. GAAP financial statements, consolidated reporting where applicable, and clear budget-to-actual and period-over-period variance explanations.
• Oversee journal entries, accruals, deferrals, commissions, payroll-related entries, fixed assets, intercompany activity, and foreign currency accounting as applicable.
• Apply appropriate revenue recognition policies, including ASC 606 analysis for drop-ship, stocked, made-to-order, and client-specific program arrangements.

• Ensure complete order-level costing and reconciliation of merchandise, decoration, production labor, freight, customs, duties, tariffs, rebates, and other landed costs.
• Partner with sales, procurement, production, and fulfillment to identify margin leakage, billing omissions, cost overruns, supplier discrepancies, and unprofitable programs.
• Produce client, program, channel, and product-level profitability reporting; identify corrective actions and track realized savings.
• Validate pricing and financial treatment of freight and supplier credits, supporting LeaderPromos’ commitment to transparent shipping charges.

• Maintain a rolling 13-week cash forecast, monitor daily liquidity, and provide reliable cash requirements and scenario analysis to the CFO.
• Lead accounts receivable aging, collections discipline, credit terms, dispute resolution, and accounts payable scheduling; optimize DSO, DPO, and cash conversion.
• Oversee banking reconciliations, payment authorization controls, fraud prevention, and lender reporting and covenant compliance where applicable.
• Monitor supplier deposits, overseas purchase commitments, prepaid inventory, customer advances, and financial exposure on large enterprise programs.

• Oversee inventory valuation, ownership classification, reserves, cycle-count reconciliations, shrinkage, obsolescence, and inventory write-off approvals.
• Distinguish company-owned and client-owned inventory and ensure proper accounting for warehousing, consignment, and customer-funded programs.
• Partner with procurement and warehouse leadership to improve purchase-order accuracy, three-way matching, landed-cost visibility, inventory turns, and overbuy prevention.
• Build controls around inventory commitments, returns, supplier claims, client transitions, and made-to-order production.

• Own accounting policies, delegation-of-authority matrices, segregation of duties, approval workflows, system access controls, and documented financial SOPs.
• Coordinate external audit or review, tax filings, and tax provisions with outside CPA advisors; maintain audit-ready workpapers and support schedules.
• Manage multi-state sales and use tax compliance, nexus monitoring, resale and exemption certificates, 1099 reporting, and other applicable statutory filings.
• Oversee controls and accounting documentation for cross-border transactions, duties, tariffs, VAT/GST, and Canadian operations as applicable.
• Investigate financial exceptions and enforce timely remediation, escalating material issues and risks to the CFO.

• Lead departmental budget coordination and rolling forecasts with the CFO; translate financial trends into decisions and accountability for business leaders.
• Develop a practical financial KPI scorecard including gross margin, contribution margin, operating expenses, DSO, DPO, cash forecast accuracy, inventory turns, and close timeliness.
• Support enterprise pricing reviews, capital investment cases, major supplier negotiations, client onboarding economics, and cost-saving initiatives.
• Provide accurate financial and operational inputs for B Corp and sustainability reporting where needed.

• Lead, coach, and develop the accounting team with clear ownership, training plans, performance standards, cross-training, and measurable expectations.
• Evaluate workflows and capacity across AP, AR, billing, collections, and general ledger; remove duplication, manual work, and recurring errors.
• Improve financial data quality and integration across accounting, order management, CRM, e-commerce, inventory, warehouse, and payroll platforms.
• Partner with technology and operations on dashboards, automation, exception reporting, and scalable controls that support enterprise growth.
• Model urgency, discretion, accountability, and a willingness to work directly in the details when business needs demand it.

What Success Looks Like

• A dependable, timely close and audit-ready financial records with no material unresolved reconciliations.
• Accurate, accessible reporting that exposes order and client profitability and supports proactive decisions.
• Improved cash forecasting, collections performance, inventory discipline, and working-capital efficiency.
• Clear accounting ownership, stronger controls, documented procedures, and measurable productivity gains.
• A capable, accountable finance team and scalable systems ready for continued enterprise growth.

Qualifications

• Bachelor’s degree in Accounting or Finance; 7+ years of progressive accounting experience, including 3+ years leading accounting personnel or functions.
• U.S. GAAP knowledge, financial statement preparation, close management, balance sheet controls, and experience working with external accountants or auditors.
• Demonstrated experience in inventory accounting, order/job costing, cash management, financial analysis, and multi-state sales and use tax.
• Advanced Excel and strong systems proficiency; ability to extract, reconcile, and interpret data from multiple operational platforms.
• Strong communication, prioritization, and analytical judgment; proven ability to drive accountability in a high-volume environment.

• CPA or CMA; advanced accounting or business degree.
• Distribution, wholesale, branded merchandise, apparel, production, or e-commerce experience.
• Multi-entity, international, or Canadian accounting exposure; foreign currency and import-cost accounting.
• Experience with QuickBooks or comparable ERP, commonsku or similar order management, Paycor or comparable payroll systems, and workflow automation.

Why LeaderPromos