Director of Financial Reporting (CPA) (On-site)

Director of Financial Reporting (CPA) (On-site)

Director of Financial Reporting (CPA) (On-site)

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Director of Financial Reporting (CPA) (On-Site)

About Upexi, Inc.

Upexi, Inc. (NASDAQ: UPXI) is a brand owner specializing in the development, manufacturing and distribution of consumer products with diversification into the cryptocurrency space. As we continue to grow and implement strategic changes, financial reporting demands have increased, highlighting the need for a comprehensive control structure. This role will be an integral part of these changes and have the opportunity to contribute at the highest level in an industry that is only in its infancy stage in both accounting and the capital markets.

Position Summary

Upexi, Inc. is seeking a hands-on individual to take ownership of the reporting responsibilities of the Company, both internally and with the SEC and Nasdaq, along with being involved in the control process, increasing segregation of duties and the review and monitoring of the accounting department.This role will be responsible for preparing the initial drafts of the SEC reports, working with the Corporate Controller and the Auditors to ensure the numbers are accurate and properly recorded according to GAAP, working with the CFO to finalize the SEC reports and ensure that they are edgarized and timely filed with the SEC.Responsibilities also include providing the necessary information to the tax consultants for the annual tax returns and coordinating with the insurance broker on renewals or policy year end audits.In addition, this role will review and monitor the recording of daily transactions, the monthly close process, discussion with managers about the financial statements, reconcile accounts when the controls require it and coordinate with the lawyers, auditors and tax consultants on matters that require outside support.

The ideal candidate will have strong experience with U.S. GAAP , public company reporting, and internal controls. This is a hands-on role well-suited for someone who thrives in a fast-paced environment and is comfortable working across departments to improve financial accuracy and reporting efficiency.

Key Responsibilities

• Prepare and file SEC reports including 10-Q, 10-K, and 8-K, with full adherence to U.S. GAAP.
• Draft and review a variety of detailed accounting, statistical, and or narrative financial statements and MD&A sections; assist with disclosures and footnotes.
• Perform month end analysis by reviewing assigned general ledger accounts; make adjustments, correct errors, or contact operating departments regarding necessary changes.
• Prepare supporting workpapers for, fiscal year and quarter end statements along with accurate schedules and reconciliations for auditors.
• Prepare draft monthly, quarterly and annual financial statements and have internal discussions with managers about their performance and provide the managers with accurate and detailed information on their revenue and expense.
• Coordinate providing the support necessary for the auditors, lawyers, tax consultants and insurance.
• Coordinate with external tax advisors for federal, state, and local tax compliance.
• Maintain strong internal controls, policies, and documentation across accounting functions.
• Develop spreadsheets programs/models and reports for various accounting analysis (including monthly and quarterly financial reports).
• Assist in the budgeting process and handle the communications of budget to actual to management, ensuring management has information timely to make informed decisions..
• Monitor and implement new U.S. GAAP accounting standards and their application.
• Work cross-functionally to support data accuracy and financial analysis.
• Assist with ad hoc projects including process improvement and system optimization.

Qualifications

• Active CPA license required.
• Bachelor’s degree in Accounting or Finance (Master’s or MBA is a plus).
• 8-10 years of progressive accounting experience, ideally with a mix of public company auditing and public company reporting.
• Strong experience preparing or supporting SEC filings (10-Q, 10-K, 8-K).
• Solid understanding of U.S. GAAP, internal controls, and public company accounting operations.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) required.
• Strong written and verbal communication skills.
• Ability to thrive in a fast-paced, evolving environment with a hands-on, roll-up-your-sleeves mindset.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Wellness and Fitness Services

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