Elevate Accounting Advisor
Core
Partner with automotive repair clients to assess, improve, and standardize accounting, financial management, and operational processes.
Role type
Senior IC accounting advisor and project lead
Builds
Optimized future-state accounting and operational processes for automotive repair clients
Domain
Automotive repair / Insurance / Financial advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Accounting expertise, financial statement analysis, process optimization, project management, KPI tracking, change management, budgeting and forecasting
Preferred skills
QuickBooks proficiency, automotive/collision repair industry experience, CCC ONE experience
Technologies
QuickBooks, Microsoft Office (Excel, PowerPoint, Visio, OneNote, Teams), Adobe
Responsibilities
Travel to client sites to conduct accounting and operational process reviews; Analyze financial statements and identify process gaps; Develop and execute client-specific project plans; Lead monthly insight meetings to review performance; Conduct training sessions to support process adoption; Document workflows and create action plans
Seniority
Senior, hands-on IC with client-facing delivery