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
