About the Role
CDL Human Resource is seeking a QuickBooks Online / R365 Accounting Lead, referred to as a 'Pack Leader.' This is a senior-level accounting role focused on managing full-cycle accounting for restaurant and franchise clients. The Accounting Lead independently handles financial records across QuickBooks Online and Restaurant365 (R365), ensuring audit-ready books and providing high-level financial insights to support business scalability. The role is tech-forward, requiring a professional who can work independently and provide strategic recommendations above routine bookkeeping.
Key Responsibilities
Accounting Leadership Across QBO and R365
- Independently manage full-cycle accounting across QuickBooks Online and, over time, 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, and Cash Flow.
- Identify discrepancies and proactively resolve issues, cleaning up and restructuring 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 an experienced accounting partner contributing 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, sales tax tracking, and multi-unit reporting structures.
- Track Cost of Goods Sold (COGS) and food & beverage expenses.
- Understand restaurant workflows, POS systems, and operational terminology.
Systems Development and Technology Enablement
- Support the transition between QuickBooks Online and Restaurant365 (training provided).
- Assist in data cleanup, system configuration, and reporting optimization.
- Develop and document accounting workflows and SOPs.
- Evaluate automation tools and integrations within the accounting tech stack, contributing to AI-enabled accounting workflows.
Collaboration & Communication
- Work directly with U.S.-based leadership and accounting team members.
- Provide proactive updates and communicate financial issues clearly and confidently.
- Operate effectively within U.S. Eastern Time business hours.
Requirements and Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field.
- Certification: CPA, ACCA, or equivalent professional certification.
- Experience: Minimum 5 to 6+ years of hands-on accounting experience, with clear evidence of increasing responsibility.
- Software Proficiency: Advanced proficiency in QuickBooks Online and Microsoft Excel / Google Sheets.
- Language: Excellent written and spoken English with a clear, neutral-sounding accent for communicating with U.S.-based teams.
- Accounting Fundamentals: Demonstrated strength in accruals, reconciliations, and balance sheet management.
- Industry Knowledge: Restaurant industry exposure is highly valued.
How to Apply
Interested and qualified candidates should apply online through the recruitment portal. Visit CDL Human Resource on Zoho Recruit to submit your application.
