Accounting Project Manager

Accounting Management - Full Time 

 

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4 Day Work Week

We work Monday to Thursday each week.  This means you have a 3 day weekend every weekend and plenty of time to rest.
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Training Material

We have a Loom Training Library with over a hundred training videos on how to complete your work.  We are adding more each week!
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90 Day Raises

We believe in rewarding great performers! Every 90 days you'll go through a performance review and be eligible for a raise! 
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Holidays

6 Holidays Per Year that you automatically get off and with pay! Plus, every weekend is a 3-day weekend! So Every Friday is off!

Being an Accounting Project Manager with PIVOTL

Ready to take on a strategic role that ensures accuracy, accountability, and seamless execution across our accounting initiatives? At PIVOTL, our Accounting Project Managers play a critical part in driving financial clarity, operational efficiency, and cross-departmental alignment. This isn’t just about managing budgets and timelines; it’s about leading projects that shape how the business plans, reports, and makes informed financial decisions.

The ideal candidate has a strong command of accounting principles, exceptional organizational skills, and the ability to coordinate complex financial workflows across teams and systems. PIVOTL offers you the opportunity to elevate your career by becoming the driving force behind our accounting project operations—ensuring every deliverable is accurate, compliant, and executed with excellence.

Job Brief

The accounting project lead is a new role that we are developing at the company. We are looking for someone with accounting knowledge and project management experience to help us coordinate and execute on client clean-up projects of their accounting systems (QuickBooks). The role will require developing a plan from a company-supplied audit, creating a timeline, communicating the timeline, and coordinating with different departments to execute on the project timeline. After the project is completed then team members will help transition the books to a recurring bookkeeping team.

 

Responsibilities

Project Management:
- Lead and manage accounting and financial projects from initiation through completion.
- (Develop and Maintain Project Timelines and communicate them to the client and leadership team if they are on track or off track and resources needed to complete the project)
- Track progress, identify risks, resolve obstacles, and ensure project milestones are met or if not communicate the miss and identify where the breakdown was for better future performance.
- Facilitate regular project meetings and provide status updates to leadership.

Financial Process & Systems Improvement:
- Analyze current accounting processes to identify inefficiencies or compliance gaps.
- Implement process improvements and automation initiatives
- Work closely with IT and finance teams to improve financial reporting tools.

Technical Accounting & Compliance:
- Maintain accurate project financial records and ensure proper documentation.

Cross-Functional Collaboration:
- Partner with accounting, finance, operations, and executive teams to align project goals.
- Communicate technical accounting concepts to non-financial team.
- Coordinate with external vendors, consultants, and service providers as needed.

Reporting & Analysis:
- Prepare financial analyses, dashboards, and reports related to project performance.
- Monitor project budgets and forecasts; flag variances and recommend corrective actions.
- Ensure reporting accuracy and timely delivery to senior management.

Skills & Requirements

Education & Experience:
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field (CPA or CMA preferred).
- 3–7+ years of accounting, finance, or project management experience.
- Proven experience with Virtual accounting and assisting US Clients
- Experience leading projects or process improvement initiatives

Skills & Competencies:
- Strong knowledge of Accounting and internal controls.
- Proficiency with accounting software (e.g., QuickBooks) Experience in Service Titan is a PLUS
- Excellent project management skills; (familiarity with Keeper / Double is a plus)
- Advanced Excel and data analysis capabilities.
- Strong communication, organization, and problem-solving skills. (Very Fluent in English)
- Ability to manage multiple priorities in a fast-paced environment. (Manage and report on Projects)

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