What are the responsibilities and job description for the Dealership Accounting Support Specialist position at Jackson Dawson?
Overview: Jackson Dawson is seeking to enhance the support it offers its dealership clients that subscribe to TrueTrack, our business analytics and intelligence tool. If you are looking for a non-traditional accounting role that involves strong client relationships, educating users, a strong focus on using accounting to solve problems, and want variety in your responsibilities, then this is the role for you. We are looking for a self-starter that sees opportunities and understands how to proactively recommend solutions to our clients and the product team.
Jackson Dawson will bring you into the world of product development and data analytics, two fast-growing fields with great opportunities to grow yourself and your skillset. You will be integrated into a dynamic, highly collaborative team that is delivering end-to-end product solutions.
Work Environment: On-site required for 2.5 days per week at the Dearborn, MI office.
Responsibilities:
Technical Onboarding | Owns the connection of dealer financials to the TrueTrack database
- Welcome newly enrolled dealerships into the platform by providing welcome materials and instructions for mapping accounts from the General Ledger into the platform
- Schedule calls with dealership General Managers or Bookkeepers to review the GL prior to mapping
- Follow up with dealers after they enroll to remind them to submit their financials
- Explain to dealers how they submit their financials to TrueTrack
- Ensure that financials are fully submitted without any data gaps
- Respond to tickets/inquiries from dealers that are submitted through the helpdesk
- Connect each General Ledger account to the software platform based on its title and/or description
- Contact the dealership for assistance with any accounts that are unclear
- Maintain rigorous standards of data integrity to ensure financial information is transferred accurately
- Secure dealership data using the security protocols provided to prevent data leakage
Accounting Support | Owns the responsibility to inform dealers of any critical issues in their financials
- Identify frequent and critical issues in dealer accounting quality
- Facilitate a range of accounting discussions with dealers
- Work with the designers and developers to suggest features within TrueTrack to automate and enhance dealer accounting support
Accounting Education | Owns the responsibility to educate dealers on how to read, understand, and measure their financials
- Host live and/or recorded sessions for dealers to receive education on their financials
- Present virtually to dealer audiences ranging in size from 1-10 people
- Identify frequent and critical issues in dealer comprehension of their financials
- Prepare materials to support dealer accounting education
- Work with the product team to ideate features within TrueTrack to enhance dealer accounting education
User Engagement | Work with dealerships and the product team to increase platform activity and value
- Support sales team with accounting information for their dealer discussions
- Provide upward feedback from dealerships to the product team, such as requested improvements
- Ability to articulate financial drivers that are holding dealerships back from achieving their goals
Scaling for Growth | Relentlessly focus on how we can expand our reach effectively
- Create documentation where appropriate to assist with scaling support to additional specialists
- Proactively recommend improvements to existing processes, structure, tools, etc.
- Identify user needs and opportunities to increase platform value to users
- Participate in product improvements and feature roadmaps
Knowledge you should have:
- How a balance sheet and income statement are structured
- How to read the name of a financial statement account and understand where it belongs
- How to identify high level outliers in financial statements that deviate from a standard range
- How to explain basic accounting and financial statement concepts
Skills you should be proficient in:
- Using various tools, such as Microsoft products: Outlook, PowerPoint, Excel, Teams; Zoom, Power BI, etc.
- Writing concise, effective email communication with proper grammar and punctuation
- Explaining how to complete specific tasks to dealers
- Attention to detail and intentional follow up with users
- Public speaking to an audience with clarity, diplomacy, and conciseness
- Analyzing problems, identifying possible solutions, and communicating those solutions to the internal team
Qualifications you must have:
- Bachelor’s Degree in Accounting or Finance
- 1-2 years of recent experience in accounting and/or financial statement preparation and review
- Ability to travel up to 10%
- Walk short distances
- Stand for short periods
Nice to have:
- Bilingual French and English
