Finance and Accounting Manager

Join our award-winning team 🎉
Ranked #170 on the Inc. 5000 and recognized as a Clutch Award–winning agency, Trivium Group is a full-service Amazon growth agency helping brands scale profitably on the world’s largest marketplace.

We operate as an extension of our clients’ teams—combining deep marketplace expertise with strong financial discipline, scalable systems, and sharp people to deliver sustainable, data-driven results. Our culture is built on ownership, accountability, and high standards, and we believe finance is a strategic lever—not just a back-office function.

As we continue to grow, we are seeking a Finance and Accounting Manager to join our team and help bring clarity, insight, and financial rigor to a fast-scaling, service-based business.

We are hiring a high-level finance professional with strong analytical capabilities, commercial acumen, and a leadership mindset.

This role is designed for someone who can operate beyond bookkeeping—owning financial analysis, reporting, controls, and high-level oversight, while partnering closely with leadership to support strategic decision-making.

The ideal candidate is technically strong, confident, and able to operate independently, with the potential to grow into a more senior finance leadership role over time.

• Accounts Receivable (AR): Track customer invoices, follow up on collections (including Retainer/DSP ad spend), reconcile balances, and resolve Merlink disputes.
• Payment Processing: Update ChargeOver with new payments (wires/ACH), perform daily audits, recharge clients manually, and monitor Stripe and Mercury accounts daily.
• Payroll & Commissions: Verify and process payroll, handle contractor payments, and process sales and affiliate commissions.
• Month-End Close & Reconciliations: Reconcile bank accounts/ledgers, investigate mismatched transactions, and maintain the % sheet and Expenses Audit sheet.
• Systems & Platform Management: Maintain accounting systems (QuickBooks, Oracle, ChargeOver), update ClickUp onboarding/offboarding boards, and update the Master working sheet.
• Project Management Tools: Using ClickUp for onboarding/offboarding boards.
• Payment Platforms: Specific daily monitoring of Stripe and Mercury.
• Subscription Billing: Managing data and manual recharges in ChargeOver.
• Client Operations & Communication: Reply to client Slack/email messages, participate in onboarding catch-up meetings, and manage new subscriptions and quotes.
• Reporting & Analysis: Build cash flow projections, perform Budget vs. Actual (BVA) analysis, provide daily DSP ad spend updates, and create CSV reports/financial dashboards.
• Operational Controls & Clean-Up: Implement internal controls, resolve backlogs, create sustainable processes, and submit BM–Creative requests.
• Forecasting & Financial Analysis (The Strategy)
• Cash Flow Forecasting: Build and maintain rolling cash flow projections to ensure operational stability and support investment decisions.
• Budget vs. Actual (BVA) Analysis: Conduct monthly variance analysis to identify trends, overages, and opportunities for cost optimization.
• Revenue Modeling: Analyze service-based margins and client profitability to provide actionable insights to leadership.
• Strategic Reporting: Translate raw accounting data into clear financial dashboards that highlight KPIs and growth levers.
• Process Automation: Identify opportunities to use tools like Zapier or Hubspot to streamline financial data entry and reporting.
• Leadership Advisory: Partner directly with the CEO and operations team to provide financial perspective on hiring, pricing, and long-term goals.

• 3+ years of experience in finance, financial analysis, or financial management
• Experience in a B2B agency, professional services, or service-based business strongly preferred
• Strong analytical skills with demonstrated problem-solving, critical thinking, and pattern recognition
• Comfort with financial reporting, controls, and high-level financial oversight
• Ability to operate independently and take full ownership of workstreams
• Confident communicator who can explain financial insights to non-finance stakeholders
• Leadership mindset with the ambition to grow into increased responsibility

• Experience with QuickBooks or similar accounting platforms
• Advanced Excel / financial modeling skills
• Exposure to scaling businesses or high-growth environments
• Experience partnering directly with founders or senior leadership

This role is not JUST a traditional accounting or bookkeeping position.
We are intentionally prioritizing:

• Intelligence and analytical strength
• Ownership and accountability
• Strategic and commercial thinking
• Leadership potential

over:

• Tool-specific expertise
• Transactional accounting focus
• Narrow, task-based responsibilities

The right candidate is someone who wants to own financial insight, influence decisions, and grow with the business and also maintain the books.

• High-impact role in a fast-growing, award-winning agency
• Direct exposure to leadership and strategic decision-making
• Opportunity to shape financial clarity and discipline at scale
• Clear runway for growth into a senior finance or leadership role
• Culture that values ownership, autonomy, and high standards

📍 Location: Remote
🕒 Employment Type: Full-time
💼 Department: Finance
💰 Compensation: Competitive, based on experience