Finance Systems & FP&A Consultant (Ecommerce / Subscription)

Finance Systems & FP&A Consultant (Ecommerce / Subscription) 2–3 Week Finance Systems Sprint Build & Optimize Our Financial Operating System We're a fast-growing ecommerce subscription company looking for an experienced Finance Systems & FP&A Consultant to help optimize and document our financial operating system. This is not a bookkeeping or fractional CFO role, and we are not looking for someone to own finance long-term. We already have forecasting models, reporting tools, and financial processes in place. We're looking for someone to evaluate our current system, recommend improvements, simplify where appropriate, implement best practices, document everything, and coach leadership through the transition. Our objective is to leave this engagement with a scalable finance operating system that leadership can confidently own. About Us edZOOcation is an educational subscription box company serving thousands of families each month through multiple sales channels. Our leadership team is transitioning finance ownership internally and wants to build a best-in-class finance operating system that supports: Financial forecasting Cash flow management Inventory planning Executive reporting Strategic decision-making Project Scope This is a focused 2–3 week implementation sprint. We expect an experienced consultant, leveraging modern finance technology and AI where appropriate, to help us efficiently optimize our existing systems—not build them from scratch. Project Goals 1. Evaluate & Audit Current State Review our existing: Growth forecasting model Rolling cash flow forecast Executive reporting package Budget assumptions Financial workflows Existing spreadsheets and reporting Leadership reporting cadence Meet with leadership to: Understand current decision-making processes Identify bottlenecks and unnecessary complexity Recommend improvements and best practices Validate current assumptions 2. Optimize Our Finance Operating System Improve and standardize our processes for: Monthly close Executive reporting Rolling forecasts Annual budgeting 13-week cash flow forecasting Inventory planning Forecast vs. Actual reviews Financial calendar Ensure the system supports scenario planning, including: Base Case Upside Case Downside Case Cash sensitivity Marketing spend sensitivity Inventory sensitivity 3. Review & Recommend Technology Evaluate our current technology stack and recommend improvements where appropriate. Potential platforms include: Fathom Syft Spreadsheet-based solutions Inventory planning software Executive dashboard/reporting tools If our current approach is the right one, tell us. If there are better solutions, recommend and help implement them. 4. Standardize Executive Reporting Create a leadership reporting package that includes: Executive KPI dashboard Monthly executive financial package Forecast vs. Actual reporting 13-week cash flow forecast Cash runway visibility Revenue, margin, and profitability reporting Inventory commitments Key executive metrics 5. Documentation & Leadership Handoff Deliver a finance operating system leadership can confidently own, including: Standard Operating Procedures (SOPs) Process documentation Finance calendar Ownership matrix AI-assisted documentation where appropriate Recorded walkthroughs and training sessions Current Tech Stack Shopify Plus Recharge Triple Whale Xero A2X Inventory Planner Google Sheets Klaviyo ShipStation Slack Fathom (currently evaluating) Ideal Experience Ideal candidates have worked with $5M–$50M ecommerce businesses where forecasting, inventory, cash flow, and marketing spend are closely connected. We're looking for experience with: Ecommerce finance Subscription businesses Inventory-based businesses Financial Planning & Analysis (FP&A) Cash flow forecasting Executive reporting Finance systems implementation Process optimization Building scalable reporting systems Bonus Experience Shopify Recharge Inventory Planner Triple Whale Fathom Syft Deliverables We value practical implementation over theoretical consulting. The ideal consultant will leave us with working tools, documented processes, and trained leaders—not simply recommendations. By the end of the engagement, we'd like to have: ✅ Optimized finance operating system ✅ Simplified forecasting process ✅ Monthly executive reporting package ✅ 13-week cash flow forecasting process ✅ Forecast vs. Actual reporting ✅ Executive KPI dashboard ✅ SOP documentation ✅ Finance calendar ✅ Clearly defined ownership across leadership ✅ Final implementation walkthrough Success Looks Like At the end of the engagement, leadership should be able to confidently answer questions like: How much cash will we have in 13 weeks? What happens if ad spend increases or decreases? How much inventory can we safely commit to purchasing? What revenue is required to hit profitability targets? How do actual results compare to forecast? What decisions should leadership make based on the numbers? Engagement Project-Based Contract 2–3 Week Implementation Sprint Estimated 25–50 Hours Remote Budget: $5,000–$10,000 USD (depending on experience and proposed approach) Potential for ongoing advisory support if it's a great fit Expected Engagement Weekly leadership meetings Collaborative working sessions Slack communication Ongoing documentation throughout the project Final training and leadership handoff What We're Not Looking For This project is not a fit for: Bookkeeping services Tax preparation Fractional CFOs looking to become our finance department Generic accounting support One-size-fits-all templates Consultants who only provide recommendations without implementation We're looking for someone who enjoys building scalable finance systems that leadership teams can own long after the engagement ends. To Apply Please include: A brief overview of similar ecommerce finance systems you've optimized or implemented. Which forecasting and reporting tools you recommend most often, and why. Examples of executive dashboards or reporting packages you've created (screenshots or descriptions are welcome). Your experience with Shopify, Recharge, or subscription businesses. Tell us about the most complex forecasting model you've built or optimized: What assumptions drove it? What did you simplify or redesign? How did leadership use it to make decisions? What measurable business impact did it have?