BPC - Professional Service Consultant - Accounting

Accounting Business Process Consultant

The Accounting Business Process Consultant is responsible for partnering with dealership accounting teams to assess, optimize, and implement best-in-class financial processes using CDK applications and tools. This role focuses on enhancing accounting accuracy, operational efficiency, and system utilization to deliver measurable improvements in profitability, compliance, and performance.

The consultant leverages accounting knowledge, product expertise, and analytical insight to identify workflow gaps, define solutions, and coach dealership personnel through data-driven improvements that maximize their return on investment in CDK solutions.

Responsibilities

• Lead virtual or on-site consulting engagements with dealership accounting and finance departments, ensuring measurable progress in key KPIs such as days-to-close, warranty receivables, and reconciliation accuracy.
• Conduct business process reviews, identify inefficiencies, and develop tailored accounting workflows aligned with CDK best practices.
• Identify inefficiencies, risks, and opportunities; develop tailored improvement roadmaps aligned with CDK and industry best practices.
• Facilitate working sessions with dealership managers and staff to implement process and system improvements.
• Deliver structured consulting sessions that include financial health assessments, trend analysis, and system optimization plans.
• Facilitate ongoing leadership touchpoints with dealership management teams to report results, share insights, and define next steps.
• Maintain executive-level communication with dealership leadership on progress, results, and next steps.

System & Process Optimization

• Evaluate and enhance utilization of CDK accounting tools including AOMD Accounting, Simple ID Accounting, Express Scanning, Virtual Biller, CDK OnePay, AP Assist, A/R Portal, and Payroll Plus.
• Drive improvement in journal setups, multi-company structures, GL management, and financial statement accuracy.
• Implement and train clients on Drive F/S, trend analysis, and month-end closing processes.
• Map accounting workflows, identify automation opportunities, and recommend best practices to increase productivity and compliance.
• Ensure processes are efficient, compliant, auditable, and aligned across departments.
• Specialty Support Areas (as assigned)

Client Advocacy & Collaboration

• Act as a trusted advisor and liaison between dealership accounting teams and CDK departments to resolve system issues and promote adoption of new tools.
• Collaborate with in-store consultants and product teams to ensure alignment on client deliverables and share opportunities for expanded consulting engagements.
• Enable clients to fully leverage their systems by identifying unused capabilities, recommending additional solutions, and collaborating with Sales and Consulting leadership on expansion opportunities.
• Maintain awareness of automotive industry trends, OEM requirements, and accounting regulations impacting dealerships.

Reporting & Documentation

• Track and report client KPIs through dashboards and follow-up reports.
• Complete documentation, visit summaries, and project updates within established timeframes.
• Support operational initiatives and continuous improvement efforts within the Consulting division.

Core Competencies

• Customer Service - Competent - Builds strong client relationships, demonstrates professionalism, and provides proactive support to enhance satisfaction and results.
• Communication - Competent - Clearly and effectively communicates with dealership staff and leadership, adapting to audience and context.
• Critical Thinking - Advanced Beginner - Analyzes accounting data, identifies patterns, and recommends actionable process improvements.
• Takes Initiative - Advanced Beginner - Proactively identifies opportunities for client improvement and drives projects to completion.
• Team Mentality - Advanced Beginner - Collaborates effectively with internal CDK teams and dealership departments to deliver shared outcomes.
• Strategic Mindset - Novice - Understands dealership financial goals and aligns consulting recommendations to drive profitability and compliance.
• Emotional Intelligence - Advanced Beginner - Builds trust, maintains composure in challenging interactions, and fosters collaborative relationships.
• Product Knowledge - Competent - Demonstrates solid understanding of CDK accounting systems, workflow tools, and dealership business processes.
• General CDK Knowledge - Advanced Beginner - Understands CDK's product ecosystem and its impact on dealership performance across departments.

Qualifications

• Minimum 5 years of experience in automotive dealership operations and 2 years of experience in accounting or financial management.
• Strong knowledge of dealership financial controls, GL structure, and accounting workflows.
• Proven experience in accounting system setup, process improvement, and reconciliation accuracy.
• Proficiency in Microsoft Office, CDK Drive, and related accounting software.
• Excellent written, verbal, and presentation skills.
• Ability to manage multiple projects and deliver results under deadlines.
• Excellent written and verbal communication skills. Excellent interpersonal skills. Ability to work independently in a fast-paced environment. Ability to transition working remotely with clients.
• Willingness to travel up to 90%, including weekends and holidays, based on business needs.
• A valid driver's license is required, along with the ability to travel domestically and internationally in compliance with business needs.
• Able to produce and maintain all required travel documentation in order to travel as needed.

Success Indicators

• Measurable client improvement in accounting KPIs (month-end close, warranty reconciliation, payables processing).
• Strong NPS and client satisfaction ratings.
• Increased adoption and utilization of CDK accounting tools.
• Demonstrated ability to identify and resolve workflow inefficiencies.

Preferred Qualifications

• Prior experience with CDK Accounting Suite (Drive, OnePay, AOMD, Virtual Accounting, etc.).
• Familiarity with AP/AR process automation, payroll systems, and dealership internal controls.
• Experience leading process improvement or consulting engagements in retail automotive.
• Business degree in Accounting, Finance, or Business Administration.
• Proficiency with MS Office products
• Valid Passport for North American, Canada and Caribbean travel

Physical Requirements

• Must be able to remain in a stationary sitting position for prolonged periods of time
• Must be able to communicate and comprehend information
• Must be able to use computer hardware including mouse, for typing regularly

Salary Range: $65,500 - $83,500

CDK Global is committed to fair and equitable compensation practices. Compensation packages are based on several factors, including but not limited to skills, experience, certifications, and work location. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans. We offer Medical, dental, and vision benefits in addition to:

• Paid Time Off (PTO)
• 401K Matching Program
• Tuition Reimbursement

At CDK, we believe inclusion and diversity are essential in inspiring meaningful connections to our people, customers and communities. We are open, curious and encourage different views, so that everyone can be their best selves and make an impact.

CDK is an Equal Opportunity Employer committed to creating an inclusive workforce where everyone is valued. Qualified applicants will receive consideration for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, creed or religion, age, disability (including pregnancy), results of genetic testing, service in the military, veteran status or any other category protected by law.

Applicants for employment in the US must be authorized to work in the US. CDK may offer employer visa sponsorship to applicants.

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. CDK retains the right to change or assign other duties to this position as needed.