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QuickBooks Online / R365 Accounting Lead (“Pack Leader”)
Unknown Company
Job Description
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
Requirements
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
- 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)
- Ability to independently analyze and review financial statements
- Strong understanding of U.S. accounting best practices (GAAP familiarity preferred)
- High attention to detail and accuracy
- Ability to work independently in a remote environment
- Restaurant, franchise, or hospitality industry exposure preferred
- Interest in AI, automation, and emerging accounting technologies
- Proven accounting capability, maturity, and professional confidence are prioritized
Preferred Qualifications
- Experience supporting U.S.-based accounting clients
- Willingness and ability to work across R365
- Familiarity with POS systems and restaurant operations
- Exposure to Restaurant365 (R365)
- Experience in fast-growing or startup environments
- Experience leading accounting cleanups, process improvements, or system transitions
Personal Attributes
- Ownership-Oriented – Takes initiative and executes without constant supervision
- Insight-Driven – Understands the “why” behind the numbers and can offer sound accounting judgment
- Confident & Independent – Brings maturity, professional confidence, and the ability to make decisions
- Adaptable – Thrives in evolving systems and changing priorities
- Tech-Curious – Excited about AI, automation, and modern accounting platforms
- Growth-Minded – Interested in expanding responsibility and long-term leadership opportunities
Work Environment & Culture
This is a high-growth, evolving accounting environment serving restaurant clients. Systems are continuously improving, and technology plays a central role in how work is performed.
The selected candidate will be supported locally by our client while working day-to-day with a team that values:
- Innovation
- Courage
- Accountability
- Collaboration
This role offers long-term growth potential within a modern, tech-enabled accounting operation.
Compensation & Benefits
- Competitive Salary:
- Performance bonuses
- Remote work flexibility
- Career advancement opportunities