Retail Financial Reporting Executive
Budget / Salary$5,000–10,000
TypeFreelance project
LocationRemote
Posted1 hour ago
I’m looking for an accounts-savvy professional who can take full charge of our retail financial reporting cycle. Your main focus will be producing an accurate, insight-driven monthly Income Statement that helps me see exactly how each store, product line, and promotion is performing.
Here’s what the role looks like day-to-day:
• Pull raw data from our POS and inventory systems, reconcile it with bank feeds, and prepare a clean trial balance.
• Compile the monthly Income Statement, flagging unusual variances in sales, cost of goods sold, and operating expenses.
• Add a brief commentary that highlights trends, seasonality effects, or operational inefficiencies I should know about.
I already have a basic payroll process in place, so you’ll only need to coordinate with it to make sure wage costs land in the correct accounts; the lion’s share of your time will be on the reporting side. Solid Excel skills are essential, and familiarity with cloud accounting platforms such as QuickBooks Online or Xero will make the workflow smoother.
Deliverables will be considered complete when the Income Statement ties back to source documents without unreconciled differences, and the commentary clearly explains any variance above 5 % month-over-month.
If you have a track record of turning retail numbers into clear, decision-ready reports, I’d love to work with you.
Here’s what the role looks like day-to-day:
• Pull raw data from our POS and inventory systems, reconcile it with bank feeds, and prepare a clean trial balance.
• Compile the monthly Income Statement, flagging unusual variances in sales, cost of goods sold, and operating expenses.
• Add a brief commentary that highlights trends, seasonality effects, or operational inefficiencies I should know about.
I already have a basic payroll process in place, so you’ll only need to coordinate with it to make sure wage costs land in the correct accounts; the lion’s share of your time will be on the reporting side. Solid Excel skills are essential, and familiarity with cloud accounting platforms such as QuickBooks Online or Xero will make the workflow smoother.
Deliverables will be considered complete when the Income Statement ties back to source documents without unreconciled differences, and the commentary clearly explains any variance above 5 % month-over-month.
If you have a track record of turning retail numbers into clear, decision-ready reports, I’d love to work with you.
Apply on Freelancer →
Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.