DTC Finance & Reporting Specialist

Posted 2 weeks ago

Worldwide

Summary

We're seeking an experienced DTC Finance & Management Reporting Specialist to prepare monthly management reporting packages and maintain a comprehensive financial Databook for Amazon and Shopify businesses. The ideal candidate has hands-on experience with DTC brands and understands how to translate financial and operational data into meaningful insights for business owners and investors. Key responsibilities include: Preparing monthly management reports and KPI dashboards Maintaining a detailed financial databook Reconciling Amazon settlements and Shopify payouts Analyzing sales, gross margins, inventory, and SKU profitability Tracking advertising spend (Amazon PPC/Meta/Google) and profitability Ensuring financial data reconciles with QuickBooks Identifying trends, risks, and actionable business insights Requirements: 3+ years of experience with Amazon and Shopify businesses Advanced Excel (Power Query preferred) QuickBooks Online experience Strong financial analysis and reporting skills Excellent attention to detail

  • $150.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Financial Analysis
Financial Writing
Nice-to-have skills
Corporate Finance
Accounting
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:5 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 28, 2026
  • Pakistan
    Karachi2:10 PM
  • Finance & Accounting
    Small company (2-9 people)

Explore similar jobs on Upwork

Financial Analysis
Business Valuation
Real Estate Financial Modeling
Pitchbook
Financial Modeling
Business Presentation
Pitch Deck
Microsoft PowerPoint
Microsoft Excel
Business Plan
Graphic Design
Presentations
Market Research
Financial Analysis & Valuation
Connect with Forex Traders and InvestorsFixed-price‐ Posted 3 weeks ago
Graphic Design
Financial Analysis
Forex Trading
Investment Strategy
Financial Modeling
Lead Generation
Social Media Lead Generation
Lead Generation Content Creation
Google Ads
Social Media Marketing

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo