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Sales & Finance Operations Coordinator

The Boochery
2 days ago
Full-time
On-site
Chula Vista, California, United States
$28 - $32 USD hourly
Full-time
Description

Who We Are:

We are pioneering a Booch revolution, and our family is growing!


If you want to make waves in the innovative Kombucha category, we are seeking a high energy, and passionate people to represent BOOCHCRAFT. We are a rapidly growing kombucha brewery and we provide significant opportunities for growth and development.

We would love to share with you our vision for the brand, our values, and how you can help us make an impact.


Our Values:

Be Bold - competitive spirit, inspired to create connection, and unafraid to fail.

Give a Sh*t - passionate, change-maker, and conscientious of the impact we make.

Own It - responsible, self-motivated, and scrappy.

Do Better - curious, evolutionary, and never stop learning.

Win Together - selfless and willing to go the extra mile to help the team.


What You'll Do:


The Boochcraft Sales & Finance Operations Coordinator supports the Finance and Sales department by maintaining critical data platforms, producing accurate weekly and monthly reports, and assisting with forecasting and planning processes. This role demands exceptional attention to detail, strong data validation skills, and strict adherence to processes. 


Key Functions:

  • Data accuracy and integrity in core platforms (Lilypad, VIP, Ekos, Grappos)
  • Weekly distributor, inventory, and sales reporting
  • Support for MBO tracking, forecasting snapshots, and taproom data
  • Cross-functional coordination with Sales and Finance 
  • Accounts Receivable administration 


Duties and Responsibilities:

1. Data Maintenance & System Updates 

  •      Maintain accurate data in core systems (Lilypad, VIP, Ekos, Grappos)
  •      Perform routine updates, item setups, and system checks
  •      Identify and escalate data discrepancies promptly

2. Reporting Execution

  •      Prepare and distribute weekly and monthly reports, including:
  •      Distributor and sales reporting
  •      Inventory and Days-on-Hand (DOH) reports
  •      Taproom sales and discount tracking
  •      Taproom keg yield tracking
  •      Update scorecards and tracking tools     
  •      Compile  

3. Sales & Finance Administrative Support

  • Update forecasting files with prior-month actuals
  • Support monthly close processes, including sales order status checks
  • Maintain tracking documents and reporting templates

4. Accounts Receivable & Deductions Processing

  • Process invoices, credit memos, and billbacks with proper approvals
  • Issue credits and maintain supporting documentation
  • Monitor accounts receivable aging and assist with follow-ups
  • Review and log distributor deductions (KeHE, UNFI)

5. Compliance & Reporting Support

  • Assist with excise tax reporting support (Ekos reports)
  • Support TTB Reports of Operations preparation
  • Assist with price posting and label registration tasks

6. Cross-Functional Coordination

  • Respond to internal requests promptly
  • Coordinate with Sales and Finance to ensure accurate and timely information flow

7. Other duties as assigned.


Key Expectations:

  • Consistent, error-free execution of assigned tasks
  • On-time completion of all recurring reporting and administrative processes
  • Adherence to established workflows and schedules
  • Prompt communication of issues or discrepancies


Requirements

What You'll Need:


Required

  • 2–3+ years of administrative, sales operations, or data support experience
  • Strong Excel skills (data entry, basic formulas, reconciliation)
  • High attention to detail and accuracy
  • Strong organizational and time management skills


Preferred

  • Experience in beverage, alcohol, or CPG industry
  • Familiarity with Lilypad, VIP, Ekos, or similar systems
  • Experience with distributor networks (KeHE, UNFI)
  • Exposure to invoicing, AR, or deductions processing



Work Environment:  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function of this position. The noise level in the work environment is normally quiet.


This position is located In the San Diego area (Chula Vista), but remote work may be considered.


Physical Requirements: Candidate must be able to perform physical activities which include but are not limited to lifting, bending over, kneeling, twisting, stooping, crouching, occasionally lifting to 25 lbs. Candidates may be required to sit/stand for various hours at a time, including prolonged period of sitting at a desk and working on a computer.


This position pays an hourly rate of $28 to $32 per hour.




We are an equal opportunity employer who strives to maintain diversity, equity, and inclusion.  We consider all qualified applicants for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.