Sr. Project Manager - Accounting

CDK Global•Orlando, FL

23h•Remote

About The Position

CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers (“OEMs”) across automotive and related industries. The Company’s cloud-based, software as a service (“SaaS”) platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance. The Sr. Project Manager, Accounting performs and manages Virtual F&I Standardization projects through collaborative efforts with Virtual team to assess customer needs, ensure timely project milestones, professionally communicates process, tasks and milestones with customers.

Requirements

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

Responsibilities

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
Ensures tasks and milestones are completed to keep projects on track
Follows prepared Statement of Work to deliver high level customer service
Complete personal developmental and departmental assigned goals