Bookkeeper & Financial Operations Specialist

Love turning financial data into clear business insights? We're looking for a detail-driven Bookkeeper & Financial Operations Specialist to keep the books accurate, monitor cash flow, and help ensure smooth day-to-day financial operations across multiple sales channels. If you're proactive, organized, and comfortable working independently, this role offers the opportunity to make a real impact.

About the Company:

This growing specialty food business delivers unique, high-quality products through wholesale partnerships, e-commerce marketplaces, and direct-to-consumer channels. With an established multi-channel presence and a focused product portfolio, the company is committed to quality, operational excellence, and building lasting customer relationships.

Team members are given meaningful ownership, encouraged to think proactively, and empowered to make a direct impact on the business. The culture values collaboration, initiative, problem-solving, and sustainable growth.

Location: Fully Remote

Your Mission: Day to Day Responsibilities

• Maintain accurate, up-to-date bookkeeping records throughout the month

• Reconcile bank, credit card, and financial accounts monthly

• Prepare and maintain Profit & Loss statements, Balance Sheets, and cash flow reporting

• Monitor Accounts Receivable and track outstanding customer payments

• Follow up on overdue invoices and maintain customer account balances

• Process vendor bills and manage Accounts Payable activities

• Schedule and execute vendor payments while monitoring due dates

• Track cash position, recurring obligations, loan payments, and credit card balances

• Proactively identify and communicate potential cash flow or liquidity concerns

• Process customer orders and ensure payments are accurately recorded

• Execute outgoing payments and maintain transaction accuracy

• Process payroll for a small team

• Assist with ACH setup, vendor maintenance, banking administration, and financial documentation requests

Your Toolbox: Skills to be Successful

• Proven bookkeeping or accounting experience in a small business environment

• Strong understanding of Accounts Payable and Accounts Receivable processes

• Experience preparing financial reports and performing reconciliations

• Solid cash flow monitoring and financial organization skills

• High attention to detail and accuracy

• Ability to work independently and manage priorities effectively

• Strong communication skills with the confidence to raise concerns proactively

• Comfortable working across multiple sales and payment channels

• Experience with e-commerce, wholesale, or multi-channel businesses is a plus

Your Perks: What's in it for you

• Opportunity to play a key role in the financial health of a growing business

• High level of ownership and autonomy

• Variety of responsibilities beyond traditional bookkeeping

• Direct impact on financial visibility and decision-making

• Collaborative environment where proactive thinking is valued

• Exposure to wholesale, e-commerce, and multi-channel operations

Why Adaptive Teams?
At Adaptive Teams, we don’t just fill positions – we create pathways to success. Whether you’re a seasoned pro or just starting out, we’re here to help you grow, innovate, and make an impact. If you’re looking for exciting opportunities and, a team that’s as passionate as you are, this is the place to be.

What to Expect from Our Application Process?
Once you apply, you’ll receive an email guiding you through the next steps, including an assessment tailored to the role. Be sure to check your inbox (and your spam folder, just in case) for further instructions.

We understand your time is valuable, so we strive to keep the assessment process under 45 minutes whenever possible, though some roles may require a slightly longer time investment.

Once selected, you’ll have the chance to schedule your first interview with our team. We aim to make the process as smooth and transparent as possible, so you’ll always know where you stand.