FinanceJobs.io
← Back to all jobs

This position is no longer accepting applications

Closed on August 17, 2026.

This role is filled — get an email when new Financial Planning roles open on FinanceJobs.io:

Job Description

TargetPath, LLC seeks an experienced Finance Manager/Controller to lead financial planning, reporting, cash flow management, revenue modeling, forecasting, and P&L support for TargetPath and client accounts. The role combines internal leadership with client-facing responsibilities and includes month-end and year-end close activities.

Responsibilities

  • Act as the finance lead and controller level resource for TargetPath and designated client engagements
  • Collaborate with client teams to oversee financial planning, reporting, forecasting, and performance analytics
  • Deliver financial visibility and recommendations to drive revenue growth, improve margins, optimize cash flow, and inform operational decisions
  • Lead financial discussions with internal stakeholders, client executive teams, and cross-functional partners
  • Assist clients in strengthening financial processes and operating cadences
  • Develop reporting packages, dashboards, and executive summaries for client and internal leadership review
  • Translate financial results into actionable, practical insights for non-finance stakeholders
  • Support financial operations for consumer electronics clients, including inventory, freight and landed costs, channel revenue, customer programs, and retail partner requirements
  • Lead financial planning linked to product launches, channel expansion, retail programs, and seasonal demand
  • Collaborate with sales, operations, logistics, and client teams to align financial planning with real-world activity
  • Enhance visibility into revenue, margins, inventory, and working capital performance
  • Provide hands-on accounting support as needed across assigned client accounts
  • Work with accounts payable and accounts receivable teams to ensure complete, timely, and accurate client accounting activity
  • Develop and maintain revenue models, forecasts, and scenario planning tools for TargetPath and client accounts
  • Support annual planning, rolling forecasts, and revenue projections
  • Collaborate with client and internal teams to forecast revenue, demand, margin, expenses, inventory needs, and cash requirements
  • Support demand planning and inventory-related financial analysis for consumer electronics clients
  • Prepare, review, and analyze client P&Ls, cash flow reports, budget-to-actuals, and financial performance summaries
  • Monitor revenue, COGS, gross margin, operating expenses, contribution margin, and cash position
  • Assist with cost-to-serve analysis, pricing analysis, channel economics, and account profitability reviews
  • Lead month-end close processes for TargetPath and assigned client accounts
  • Ensure accurate and timely close activities, including reconciliations, accruals, inventory entries, prepaid expenses, payroll postings, and other close requirements
  • Review financial statements and supporting schedules for accuracy and completeness
  • Oversee year-end close processes and support preparation of year-end documentation
  • Coordinate with internal accounting staff, external accountants, and client stakeholders as needed
  • Assist with 1099, W-9, audits, tax, and compliance documentation as required
  • Use and improve accounting, finance, and reporting systems, including QuickBooks and ERP platforms
  • Support the development of scalable finance processes, reports, and documentation
  • Improve controls around close, revenue recognition, inventory and expense management
  • Assist clients in moving from reactive accounting to robust financial planning and management practices

Requirements

  • Seven or more years of experience in finance, accounting, controlling, FP&A, or related roles
  • Prior exposure to consumer electronics, technology products, retail, wholesale, or channel-based businesses is highly preferred
  • Proficiency in cash flow management, revenue modeling, forecasting, budgeting, and P&L analysis
  • Experience directing month-end and year-end close cycles
  • Strong knowledge of GAAP principles, financial reporting, accruals, reconciliations, inventory accounting, and internal controls
  • Experience supporting multiple entities, business units, or client accounts is a plus
  • Advanced Excel and financial modeling capabilities required
  • QuickBooks experience required; NetSuite or other ERP systems experience preferred
  • Ability to analyze financial data and convey business implications clearly
  • Comfortable engaging with clients and internal leadership teams
  • Strong organizational skills with the ability to manage multiple priorities in a fast-paced consulting environment
  • Aptitude for building processes, improving reporting, and creating structure in ambiguous environments
  • Excellent attention to detail, sound judgment, and an ownership mindset
  • Bachelor degree in Finance, Accounting, Business, or equivalent experience preferred

Technologies

  • Microsoft Excel
  • QuickBooks
  • NetSuite
  • ERP platforms

Benefits

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Short- and Long-Term Disability
  • Life Insurance
  • Accident Insurance
  • Flexible Spending Account (FSA)
  • PTO and Paid Holidays

Location and Miscellaneous

This position is based in our Wilsonville, Oregon offices and is onsite.

Compensation includes a competitive salary plus a comprehensive benefits package, including medical, vision, dental coverage, disability insurance, life insurance, accident insurance, FSA, 401(k), PTO, and paid holidays.

Similar Jobs