E-commerce Operator: Finance + Ops Integration

Measured Outcomes

Challenge

The business was scaling quickly but lacked a single source of truth. Teams worked from different reports and monthly close cycles were slow.

What Changed

Integrated core systems and implemented standardized board-ready monthly reporting with clear KPI ownership.

Implementation Highlights

• Aligned chart-of-accounts and metric definitions across tools.
• Integrated sales, inventory, and accounting data for consistent reporting.
• Introduced monthly close checklist with role ownership and timelines.
• Built executive dashboard with gross margin, CAC, and cash runway visibility.

Impact

Improved margin visibility and shortened monthly close cycle.

Key Outcomes

• Monthly close timeline reduced by 30%+
• Improved confidence in board and investor reporting
• Clearer visibility into product/channel profitability