Sr. Project Manager - Accounting

Posted 2 Hours Ago
Be an Early Applicant
52 Locations
In-Office or Remote
Senior level
Artificial Intelligence • Machine Learning • Software
We transform the way retail and automotive brands use their data while also transforming ourselves.
The Role
Manage end-to-end Accounting standardization projects for CDK Virtual Services: clean and update charts of accounts, maintain financial statements and MIS reports, act as accounting SME, create SOWs, manage customer expectations, coordinate cross-functional teams, update Virtual Biller files, and maintain Salesforce project documentation. Some evening/weekend work required.
Summary Generated by Built In

Remote: Can live anywhere in the USA.

About Us

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.

Position Summary

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

Position Responsibilities & Essential functions

  • 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

Qualifications & Job 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

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 must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship.

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.


Skills Required

  • 5+ years experience with CDK Accounting application, functions and/or standardizations
  • Subject Matter Expert knowledge of CDK Accounting application and set-ups
  • Advanced Excel skills (including COA Excel processing tool usage)
  • Good PowerPoint skills
  • Experience with chart of accounts file structure and accounting standardizations
  • Experience updating Virtual Biller files and using AGSM function
  • Experience maintaining Salesforce projects and attaching client correspondence
  • Excellent interpersonal and communication skills; ability to manage customer expectations
  • Self-starter able to self-manage time and assignments
  • Authorized to work in the United States without need for employment-based visa sponsorship

CDK Global Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CDK Global and has not been reviewed or approved by CDK Global.

  • Retirement Support A company match on employee 401(k) contributions is emphasized as a core offering within the Total Rewards package. Feedback suggests retirement benefits are a relative strength of the program.
  • Leave & Time Off Breadth Flexible paid time off through “myTime” and opportunities for volunteer time and donation matching indicate breadth in time-off options. Feedback suggests these policies add meaningful non-cash value.
  • Flexible Benefits Multiple health plan options, an Employee Assistance Program, learning support, and adoption assistance point to a configurable benefits suite. Feedback suggests the variety enables tailoring to different roles, locations, and life stages.

CDK Global Insights

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The Company
HQ: Austin, TX
9,000 Employees
Year Founded: 2006

What We Do

We’re Neuron at CDK Global. We use artificial intelligence and machine learning to produce predictive data insights for dealers and automakers. We’re committed to helping dealers connect and serve their customer base while growing their businesses in the way they envision. After the acquisition of Square Root on February 1st, our enterprise software, CoEFFICIENT®, is further breaking through organizational silos, uncovers each dealership's unique needs, and helps achieve business goals to improve customer experiences.

Why Work With Us

Our culture is at the core of everything we do. As we grow, we’re not only looking to hire the best and brightest, but we’re also looking for people who share our values of Own It, Stay Curious, Be Open and Create Possibilities. We pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different

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