Accounting and Implementation Manager

What You'll Gain/ Impact

• Clients will have platform environments that support reliable accounting, disciplined operations, strong controls, and sustainable growth
• Our accounting team will have the tools, training, documentation, and responsive support needed to serve clients efficiently across multiple platforms
• Implementations will move forward with clear ownership, clean master data, disciplined testing, timely decisions, and fewer surprises
• Your improvements will reduce manual work, strengthen operating data, and build a repeatable, high-value delivery capability across the practice
 

Key Responsibilities

Platform Implementation & Re-Implementation

• Lead implementations and re-implementations across restaurant, franchise, and hospitality platforms — including R365, QBO, Sage Intacct, and other industry-specific tools — from discovery and design through configuration, testing, cutover, and stabilization
• Partner with clients and our accounting team to translate accounting and operational needs into practical plans, system designs, and success criteria
• Configure and validate entities, locations, calendars, chart of accounts, reporting, user roles, approvals, banking, daily sales, AP, payroll, and inventory workflows
• Guide data readiness, testing, decisions, and go-live activities while helping the accounting team resolve issues that affect service delivery, close, and reporting

Client Accounting & Financial Reporting

Own accounting and financial reporting for assigned clients, including agreed-upon deliverables, deadlines, responsibilities, and scope.

Lead month-end and year-end close, using technology and automation where appropriate to improve consistency, identify exceptions, and accelerate routine work.

Prepare and review complete, accurate, and well-supported workpapers that clearly document account activity, reconciliations, conclusions, and the audit trail supporting financial reporting.

Restaurant Operations Configuration

• Build and govern inventory items, categories, locations, count practices, costing methods, and location availability
• Review and map vendor items; configure units of measure, pack sizes, conversions, and yields to support accurate purchasing, invoicing, and inventory valuation
• Build recipes, sub-recipes, menu items, and theoretical costs; map POS and PMIX data to recipes and resolve exceptions affecting usage and margin reporting
• Configure labor scheduling, job codes, forecasting inputs, and targets; establish best-practice routines for counts, waste, transfers, receiving, recipe maintenance, and exception review

Platform Optimization & Process Design

• Evaluate platform environments — including R365, QBO, Sage Intacct, and other tools — alongside accounting and operations teams to identify configuration gaps, workarounds, control weaknesses, and improvement opportunities
• Simplify and standardize workflows, templates, naming conventions, approvals, dashboards, and recurring processes across entities and locations
• Prioritize improvements based on impact, effort, risk, and readiness, then help teams adopt sustainable platform governance

Integrations, Data & Reporting

• Coordinate POS, banking, invoice capture, payments, payroll, sales, inventory, and other integrations across applicable platforms
• Lead mapping, migration, validation, exception resolution, and testing so the accounting team can rely on complete, accurate data
• Build reporting structures, dashboards, and role-based access that help accounting teams deliver timely, decision-ready information to clients

Training, Adoption & Knowledge Enablement

• Develop and deliver role-based training for our accounting team, client administrators, and accounting, AP, banking, sales, inventory, purchasing, recipe, labor, payroll, and close users across applicable platforms
• Coach users on best practices for counts, item and unit-of-measure governance, recipes, POS/PMIX exceptions, labor scheduling, and data-quality reviews
• Create clear documentation, job aids, workflows, controls, governance standards, and troubleshooting guidance the accounting team can use in daily client service
• Provide post-go-live support, address recurring pain points, and recommend targeted training or system improvements
 

Candidate Qualifications

Required:

• Experience supporting restaurant, franchise, hospitality, multi-entity, or multi-location businesses
• Background in outsourced accounting, CAS, public accounting, or another multi-client professional-services environment
• Experience improving accounting, reporting, analytics, or client-service workflows through technology or automation 
• Bachelor's degree in Accounting, Finance, Information Systems, Business, Hospitality Management, Project Management, or a related field
• Five or more years of ERP implementation, accounting technology, restaurant systems or operations, systems consulting, or related professional-services experience
• Hands-on experience with Restaurant365 (R365), QuickBooks Online (QBO), Sage Intacct, or comparable restaurant, franchise, or hospitality platform implementation, administration, optimization, or support
• Working knowledge of close, reporting, banking, daily sales, AP, inventory, purchasing, item mapping, units of measure, recipes, POS/PMIX, payroll, labor scheduling, and controls
• Strong client-facing project leadership, facilitation, documentation, problem-solving, change-management, and communication skills

Preferred:

• R365 certification, Sage Intacct certification, or advanced experience across accounting and operations modules
• Restaurant, franchise, hospitality, multi-entity, or multi-location experience, including POS/PMIX, inventory, recipe costing, labor, AP, payroll, banking, and reporting tools
• Experience across multiple restaurant, franchise, or hospitality platforms such as QBO, Sage Intacct, or other industry-specific ERP and accounting solutions
• Experience in outsourced accounting, CAS, ERP consulting, restaurant technology, culinary systems, or scalable implementation and governance design