Financial Implementation Manager

Dockwa•Newport, RI

11d

About The Position

The Financial Implementation Manager provides dedicated accounting expertise as marinas migrate from legacy systems or establish accounting integrations with Dockwa. The role owns Dockwa’s standard for configuring customer books, handles complex financial cutovers and accounting escalations, defines the boundary between explaining Dockwa’s accounting behavior and providing accounting advice, and develops a paid financial setup offering. It also trains customer-facing teams to handle standard setups and shares recurring product opportunities with the VP of Product. The role develops and maintains accounting standards and customer-facing integration documentation for supported ledgers, initially QuickBooks Online, NetSuite, and Sage. Topics include chart-of-accounts templates, revenue recognition, deposits and boater ledger balances, refunds and credits, sales tax, fuel cost of goods, tips, and Stripe payout reconciliation. For complex migrations, including multi-location and enterprise groups, the manager leads financial cutover work involving opening balances, open receivables, in-flight contracts, and the first reconciled month-end close on Dockwa. They investigate difficult accounting or integration issues, resolve them or coordinate with engineering, and communicate outcomes to marinas. They also define and deliver a paid Financial Setup package with Sales and Customer Success, including its scope, margin, and customer experience. The manager establishes training and certification so Customer Success and onboarding staff can manage standard implementations and recognize when to escalate. They define guidance that keeps the team focused on explaining how Dockwa posts rather than giving tax or GAAP advice, and build a referral list of accountants familiar with marinas and Dockwa. Each quarter, they provide the VP of Product with a ranked list of product improvements informed by recurring customer questions, with the goal of reducing manual work over time.

Requirements

Five or more years running or implementing the books for a multi-location operating business in hospitality, self-storage, campgrounds, marinas, boatyards, property management, or a similar sector.
Experience closing the month for a business with deposits, prepaid contracts, and card processing.
Deep, hands-on expertise in QuickBooks Online.
Working knowledge of Sage or NetSuite.
Direct experience reconciling payment processors; Stripe experience is ideal.
Ability to explain the difference between gross revenue, net payouts, and processing fees to non-accountants.
Experience implementing or being implemented onto a vertical software platform with an accounting sync.
Clear writing skills for documentation, templates, and plain-language explanations for non-accountants.

Nice To Haves

Experience as a controller or head of finance at an operating business followed by a move to the software side, or the reverse.
Experience keeping books for a group that owns several locations, with multi-entity reporting.
Experience building training or certification for a support or delivery team.

Responsibilities

Write and maintain Dockwa’s accounting standard for customer book setups, including chart-of-accounts templates for integrated ledgers.
Create and maintain accounting content in customer-facing integration documentation.
Define standards for revenue recognition, deposits and boater ledger balances, refunds and credits, sales tax, fuel cost of goods, tips, and Stripe payout reconciliation.
Run financial cutovers for multi-location and enterprise groups and complex marina migrations, including opening balances, open receivables, in-flight contracts, and the first reconciled month-end close on Dockwa.
Serve as the company’s escalation point for accounting-structure questions; investigate accounting and integration issues, resolve them or take them to engineering, and close the loop with the marina.
Define the boundary between explaining Dockwa’s posting behavior and providing tax or GAAP advice, and train the team to follow it.
Build a referral list of accountants familiar with marinas and Dockwa for customers who need accounting advice.
Define, price, and deliver a paid Financial Setup package alongside Sales and Customer Success, owning its scope, margin, and customer experience.
Develop training and certification so Customer Success and onboarding staff can handle standard setups and know when to escalate.
Provide the VP of Product with a ranked list of product opportunities each quarter based on recurring customer questions.