Accounting Lead (Remote)
Company: Ceterus
Location: Charleston
Posted on: April 2, 2026
|
|
|
Job Description:
About Ceterus At Ceterus, our job is to help franchise small
business owners optimize their financial performance and reporting.
We deliver timely and accurate monthly financial statements through
our outsourced bookkeeping and accounting services that provide the
insights to help owners meet their business objectives.As franchise
accounting experts, we understand both the needs of small business
owners as well as the requirements of franchise brands. We have
developed technology solutions that help in the delivery of our
customers’ monthly outcomes while also making it easier for
business owners to understand how they stand financially anytime,
anywhere. Ceterus serves over 1,000 customers today across over
2,000 locations in well- known brands like Jimmy John’s, Jersey
Mike’s, Orangetheory Fitness, Club Pilates, European Wax, and
Massage Envy as well as emerging brands like Scooter’ s Coffee,
Crumbl Cookies, and Men in Kilts. ? Own a customer base of small
business entrepreneurs with the primary objective of driving
structured advisory services valued by our customers. ? Proactive
services provided via: ? post-sale new client contract
introduction/consultation ? structured outreach (e.g., budgeting,
cash flow, break-even, leveraging an approved tool that is promoted
in a webinar) ? serving as a brand expert to drive content (via
webinars or other) ? coordinating/proposing support from other
subject matter experts where possible ? working with leadership to
propose learning aids for customers (general or brand specific) ?
drive Ceterus Edge platform engagement ? build financial literacy ?
On a reactive basis, be available to customers via email or
scheduled calls to: o respond to customer questions (planning,
accounting, educational) o drive awareness of customer needs,
advocate for quality service o refer accounting
questions/adjustments to other team members for follow up Role of
Accounting Lead Responsibilities ? Set up proactive
consulting/education calls with customers (high priority and ones
identified when addressing incoming emails). ? Develop
"Standardized" responses for regular financial inquiries with
intent to delegate to Customer Service Rep/Accounting team in
future. ? Review all newly onboarded accounts ? First pass
review/response for client questions/requests in Zendesk. Pass
accounting related items to Senior Accountant(s). ? Adjudicate
escalations from Customer Success Representatives ? Focus on
communication, verbal and written, with customers. ? Gather
pertinent customer insight and reports findings to leadership. ?
Forward repeat or complex accounting items to the Lead Accounting
Operations analyst for review. Requirements ? Five years of
experience in bookkeeping, accounting, or financial analysis ?
Strong analytical abilities and experience reviewing financial
statements ? Excellent oral and written communication skills ?
Prior experience communicating directly to customers or presenting
financials is a plus
Keywords: Ceterus, Goose Creek , Accounting Lead (Remote), Accounting, Auditing , Charleston, South Carolina