Location: remote (est time zone) salary range: $3,500 – $6,500 usd/month, depending on experience and qualifications ? Equipment: provided by vinttirole overviewwe're looking for a financial account manager to lead client relationships with confidence, warmth, and financial expertise.
in this role, you'll own the end-to-end client experience—managing communications, overseeing financial reporting, driving accounting projects, and supporting fp&a workflows.this is a hands-on role ideal for someone with 7–10 years of experience in finance or accounting, a consultative approach, and a passion for helping growing businesses succeed.
experience in the cpg (consumer packaged goods) or food & beverage industries is highly preferred.what you'll do client management:act as the main point of contact for clients—responding to emails and calls within 24 hours.
build trust through consistency, clear communication, and a friendly, professional demeanor.
project coordination:manage internal workflows across accounting, fp&a, and operations experts.
track deliverables, flag risks, and ensure timely execution across all financial projects.
financial reporting & accounting oversight:use your technical knowledge to lead the preparation of monthly financials, track kpis, and communicate insights in a clear and approachable way.
while quickbooks online (qbo) experience is helpful, a strong understanding of accounting principles and trade spend is essential.
client deliverables:prepare and present financial reports, budgets, cash flow forecasts, trade spend analyses, and client-facing slide decks.
you won't need to build models from scratch, but you should feel comfortable discussing trends and financial health with clients.
industry knowledge (preferred):experience working with distributors like whole foods, unfi, or kehe is a plus.
familiarity with trade spend, cost of goods sold (cogs), and inventory flow (from procurement to finished goods) will set you apart.
consulting mindset:leverage your experience in consulting or client-facing roles to communicate recommendations clearly and effectively.
you're not just delivering numbers—you're helping clients make smarter decisions.requirements? 7–10 years of experience in finance, accounting, fp&a, or financial services? Bachelor's degree in accounting or finance (preferred, but not required with strong experience)? Experience with quickbooks online is a must? Strong conceptual understanding of accounting flows: point of sale reconciliation (e.g.
shopify), inventory, trade spend, and cogswhat you bring excellent communication skills in english—both written and verbal a personable and empathetic style that builds client trust quickly strong organization and project management skills confidence in explaining complex financial topics in a simple, relatable waybonus points for experience in financial consulting, startups, or small businesses exposure to the cpg, dtc, or e-commerce space—especially in companies that manufacture their own products