Staff Accountant

Position Summary:

Theory Wellness is seeking a detail-oriented and proactive Staff Accountant to support daily accounting operations across multiple entities and retail locations. As an employee-owned company, Theory Wellness offers the opportunity to participate in our Employee Stock Ownership Plan (ESOP) while contributing to a dynamic and growing organization.

This role is responsible for bookkeeping, account reconciliations, accounts payable support, financial reporting, expense monitoring, and month-end close activities. The ideal candidate is analytical, organized, and comfortable working in a fast-paced, multi-location environment. This position partners closely with Accounting, FP&A, and operational leaders to ensure financial accuracy, support cost-control initiatives, maintain compliance with company policies, and drive continuous process improvements.

Key Responsibilities:

Bookkeeping and Entity Ownership

• Serve as the primary accountant for assigned locations, related party entities, or other designated business units.
• Maintain accurate books and records in accordance with company policies and accounting standards.
• Responsibilities include:
• Preparing and reviewing daily cash reporting and reconciliations
• Processing accounts payable and coordinating check runs
• Monthly inventory and COGS adjustments
• Maintaining and tracking fixed assets
• Applying company allocation methodologies to expenses
• Supporting intercompany transactions and reconciliations, as applicable

Month-End Close & Accounting Operations

• Key player in the monthly, quarterly, and year-end close processes.
• Prepare and post journal entries, accruals, and account adjustments.
• Perform balance sheet reconciliations and investigate variances.
• Support the preparation of financial statements and management reports.
• Maintain and strengthen accounting processes and internal controls to ensure accurate financial reporting.

Project Work & Cross-Functional Collaboration

• Lead or participate in special projects that improve accounting operations and organizational performance.
• Develop and maintain internal reports, dashboards, and analyses to support strategic decision-making.
• Collaborate with Accounting, FP&A, Operations, and department managers to provide financial insight and reporting.
• Support department leaders in managing expenditures within approved budgets across multiple cost centers.
• Recommend and implement process improvements that enhance efficiency, accuracy, and visibility.

Accounts Payable Support & Vendor Management

• Serve as a point of contact for urgent or sensitive AP matters received through accounting inboxes.
• Support the accounting team in addressing and resolving day-to-day AP requests.
• Ensure all expenses comply with company policies and applicable regulations.
• Maintain accurate and up-to-date vendor records and documentation.
• Assist with the development, maintenance, and communication of company-wide expense policies and procedures.
• Perform regular reconciliations and resolve discrepancies in a timely manner.
• Assist with annual 1099 preparation and filing requirements.
• Support internal controls related to accounts payable and vendor management.

Expense Oversight & Financial Analysis

• Perform daily reviews of department-level profit and loss statements across multiple entities.
• Monitor departmental spending, identify trends, and investigate unusual variances.
• Partner with Finance and department leaders to support budgeting, forecasting, and cost-control initiatives.
• Identify opportunities for operational efficiencies and cost savings.
• Assist in the preparation of management reporting packages and financial analyses.

Qualifications:

• Bachelor's degree in accounting, Finance, Business Administration, or related field preferred.
• Minimum of 3 years of accounting, bookkeeping, or related financial experience.
• Strong understanding of general ledger accounting, reconciliations, and financial reporting.
• Advanced proficiency in Microsoft Excel and Google Workspace.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and deadlines with minimal supervision.
• Strong communication and interpersonal skills.

Preferred

• Experience with QuickBooks, Intuit Enterprise Suite, ERP systems, Mineral Tree or similar accounting platforms.
• Experience with multi-entity and multi-location accounting environments.
• Advanced Excel skills including Pivot Tables, XLOOKUP, Power Query, and financial modeling.
• Experience utilizing AI tools
• Experience with fixed asset accounting and account reconciliations.
• Experience supporting audits and preparing audit schedules.

Experience in retail, manufacturing, cannabis, or other highly regulated industries is a plus!

Success will be measured by:

• Accuracy and timeliness of financial reporting
• Completion of reconciliations and month-end close activities
• Effective resolution of AP and vendor-related issues
• Strong budget and expense monitoring support
• Identification and implementation of process improvements
• Consistent adherence to company policies and internal controls

Theory Wellness Inc. is committed to a policy of equal employment opportunity. We recruit and hire applicants without regard to race, color, religion, sex (including pregnancy), national origin, disability, age, sexual orientation, veteran status, genetic information, or any other factor prohibited by law.

Pay: $75,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• Are you at least 21 years of age? (Must be 21 to apply)

Work Location: In person