Senior Project Manager - Accounting

Role Description

The Sr. Project Manager, Accounting performs and manages Virtual F&I Standardization projects through collaborative efforts with the Virtual team to assess customer needs, ensure timely project milestones, and professionally communicate process, tasks, and milestones with customers.

• Accounting chart of accounts clean-up
• Accounting Standardizations
• New Year Service Updates
• MIS reports
• Add and update accounts to the chart of accounts using the COA Excel processing tool
• Add and update single company and consolidated Financial Statements
• Prepare for and Complete Accounting Standardizations, including the Chart of Accounts, Schedules, and Journals
• Update Virtual Biller files after changing the chart of accounts with the AGSM function
• Acts as an SME on all things Accounting as it pertains to standardization process or as outlined in SOW
• Proactively communicates with Senior Manager or Director to avoid unsatisfactory customer delivery
• Manages project from beginning to end
• Manages customer expectations
• Creates a Statement of Work for each project that clearly identifies CDK and customer responsibilities
• Ensures tasks and milestones are completed to keep projects on track
• Schedules, prepares presentations for customer facing Team meetings
• Performing necessary Admin tasks when needed
• Maintain Salesforce projects including adding notes and attaching all client correspondence to projects
• Assist with other Virtual Services as needed
• Some evening and weekend work required
• Liaison with other departments within CDK and partnering with onsite consultants as required
• Follows prepared Statement of Work to deliver high level customer service
• Complete personal developmental and departmental assigned goals

Qualifications

• Must be a self-starter and able to self-manage time and assignments
• Knowledge of chart of accounts file structure
• Desire to explore and develop best practices to aid in team growth and efficiencies
• Subject Matter Expert knowledge of CDK Accounting application and set-ups
• Desire to grow and develop knowledge and working skills for all aspects of the DMS
• 5 plus years experience with CDK Accounting application, functions and/or standardizations
• Excellent interpersonal skills
• Good Power Point skills
• Excellent or Advanced Excel skills
• General knowledge of how the DMS file structure works
• Desire to mentor and build strong relationships with team members
• Desire to lead

Benefits

• Medical, dental, and vision benefits
• Paid Time Off (PTO)
• 401K Matching Program
• Tuition Reimbursement