QuickBooks Online / R365 Accounting Lead (Pack Leader) at CDL Human Resource

Key Responsibilities

• Accounting Leadership Across QBO and R365
• Independently manage full-cycle accounting across QuickBooks Online and, overtime, Restaurant365
• Maintain clean, accurate, audit-ready financial records
• Oversee accruals, sales tax filings, and tip accounting
• Prepare and review monthly financial statements:
• Profit & Loss
• Balance Sheet
• Cash Flow
• Identify discrepancies and proactively resolve issues
• Clean up and restructure books where necessary
• Ensure financial reporting supports scalability and operational insight
• Demonstrate strong ownership of the balance sheet and confidence in explaining
• accounting treatment and recommendations
• Senior-Level Judgment and Independent Execution
• Go beyond task completion by bringing insight, judgment, and problem-solving ability to the role
• Work with limited supervision and make sound accounting decisions independently
• Flag risks, inconsistencies, and process gaps before they become larger issues
• Provide thoughtful recommendations on accounting workflow improvements and reporting accuracy
• Serve as a stronger, more experienced accounting partner who can contribute at a level above routine bookkeeping support
• Restaurant & Multi-Unit Accounting Support
• Support multi-location restaurant and franchise clients
• Manage restaurant-specific accounting complexities, including:
• Tip allocation and reporting
• Sales tax tracking and reconciliation
• Multi-unit reporting structures
• Cost of goods sold (COGS) and food & beverage tracking
• Understand restaurant workflows, POS systems, and operational terminology
• Restaurant industry exposure is highly valued
• R365 Transition & Systems Development
• Support ongoing work and future transition between QuickBooks Online and Restaurant365
• Learn and become highly effective in R365 (training provided where needed)
• Assist in data cleanup, system configuration, and reporting optimization
• Contribute to building scalable accounting systems and processes across platforms
• A willingness to learn new platforms and embrace change is essential
• Process Improvement & Technology Enablement
• Develop and document accounting workflows and SOPs
• Identify inefficiencies and recommend improvements
• Evaluate automation tools and integrations within the accounting tech stack
• Contribute to AI-enabled accounting workflows and process optimization
• Thrive in a tech-forward environment where curiosity and innovation are encouraged
• Collaboration & Communication
• Work directly with U.S.-based leadership and accounting team members
• Provide proactive updates and communicate financial issues clearly and confidently
• Meet deadlines and manage workload independently
• Operate effectively within U.S. Eastern Time business hours

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA, ACCA, or equivalent professional certification
• Minimum 5 to 6+ years of hands-on accounting experience, with clear evidence of increasing responsibility
• Advanced proficiency in QuickBooks Online
• Clear, neutral-sounding English; able to communicate concisely with U.S.-based teams.
• Willingness and ability to work across QBO
• Advanced proficiency in Microsoft Excel / Google Sheets
• Excellent written and spoken English
• Demonstrated strength in core accounting fundamentals (accruals, reconciliations, balance sheet management)