Objectives of this role

  • Strategize, implement, and oversee processes for increased productivity and growth
  • Manage Quickbooks data entry
  • Produce financial reports for leadership and investors
  • Process checks, ACH, and other financial duties
  • Establish cost parameters and manage overall P&L for company
  • Maintain plan for forecasting, targeting, and attaining sales


  • Manage financial reports and provide a weekly report to leadership
  • Provide data analytics of sales, distributors, and partners to relevant management teams
  • Work with Customer Success Rep to develop reports on dealers and distributors
  • Create and maintain rolling three-month plan for forecasting, targeting, and attaining sales
  • Participate in development of competitor analyses and pricing strategy
  • Create cash flow analysis and maintaining forecasting

Required skills and qualifications

  • Three or more years of experience in a business management or similar role
  • Experience in developing business strategy
  • Strong ability with financial and budgetary processes
  • Superior leadership skills, with focus on employee coaching and development
  • Up-to-date knowledge of relevant industry trends

Preferred skills and qualifications

  • Bachelor’s degree (or equivalent) in business, management, or related field
  • Strong ability with database and information systems software
  • Experience in data analysis