• Lead the execution of projects • Responsible for the creation of the project plan • Own the process from inception to completion • Participate in budget determination and project scheduling • Manage resources for deliverables and raise red flags as needed • Schedule and lead project kick-off meetings • Work with internal team to define program requirements • Conduct formal internal review meetings and team status meetings • Maintain daily communications with team members • Ensure that issues and risks are identified and resolved • Conduct internal copy/layout reviews and facilitate client presentations • Manage the financial tracking process for the project • Provide meaningful feedback to teams and analyze process improvements

• Serve as the primary point of contact for the customer, stakeholders, and the project team • Develop and manage comprehensive project plans, including scope, budget, schedule, and resource allocation • Lead the project team, providing guidance and direction to functional, technical, and change management resources • Conduct regular status meetings, prepare project reports, and provide transparent communication to all stakeholders • Manage the end-to-end implementation of or enhancements to PeopleSoft FSCM modules (e.g., General Ledger, Accounts Payable, Purchasing, Grants, Project Costing, Customer Contracts, Billing and Accounts Receivable) and integration from HCM modules (e.g., Payroll, Time & Labor) • Ensure all project activities, from requirements gathering and design to development and testing, align with the defined scope and requirements • Assist with the best practices Oversee system configuration and data migration efforts to ensure accuracy and integrity • Collaborate with technical leads to manage integration points between PeopleSoft and other legacy or third-party systems • Manage all project-related risks and issues, developing and executing mitigation strategies in a timely manner • Ensure all project documentation is maintained and submitted in accordance with the scope requirements • Build and maintain strong relationships with key stakeholders, including executive leadership, end-users, and external partners • Assist in developing and executing a robust change management plan to ensure smooth user adoption and minimize disruption • Facilitate requirements gathering sessions with customer Subject Matter Experts (SMEs) to translate business needs into technical specifications

• Lead the definition of project scope, roadmap, and schedule, contributing to clarity of priorities and delivery milestones. • Coordinate activities across multidisciplinary teams, ensuring alignment with the established plan. • Organize and facilitate kickoff, alignment, and follow-up meetings with clients and internal stakeholders. • Maintain clear communication with the client and internal teams, documenting decisions, scope changes, risks, and next steps. • Map stakeholders and strengthen relationships throughout the project lifecycle. • Monitor progress of deliverables, flagging risks and supporting the definition of mitigation actions. • Produce status reports and tracking materials for stakeholders. • Support go-live activities by collaborating on checklists and coordinating the involved workstreams. • Contribute to identifying opportunities for improvement, expansion, or new projects with the client. • Work in partnership with product and engineering teams to track impediments and support their resolution.

Position Overview Momentum Accounting is building a specialized Restoration Industry Advisory vertical focused on helping restoration businesses improve profitability, financial clarity, and operational performance. We are seeking a Restoration Profitability Consultant with strong small business ($1m-$15m revenue) accounting manager, controller or “CFO lite” experience to work directly alongside our CEO to build and scale our advisory services in the restoration industry. This individual will combine deep accounting expertise with client-facing advisory, systems optimization, and financial leadership. This is not a traditional controller role. It is a structured path into high-level advisory leadership within a niche industry vertical. This is a hybrid of: - Accounting processes and financial reporting ownership - Profit and cash flow-focused advisory - Forecasting and budgeting  - Systems and workflow optimization - Client education and leadership - Hands-on controller oversight first, then moving up to full advisory The right candidate will grow into an advisory role within the restoration vertical and eventually lead client relationships independently. Why This Role Is Unique This role offers the opportunity to: - Work directly with the CEO and 3rd party industry consultant/expert  - Lead meaningful financial conversations with business owners - Build and refine a structured restoration advisory framework - Host monthly profit meetings focused on margins, KPIs, and cash flow - Standardize accounting systems across multiple clients - Train both internal team members and client side staff - Attend 1–2 industry conferences per year - Participate in online mastermind groups and restoration-industry learning environments (attend weekly Zoom meetings with restoration CEOs)  - Help scale a high-growth niche advisory vertical, aligning our services with their unique needs If you want to move beyond closing books and into strategic advisory, this is that opportunity. Role Phases & Responsibilities Phase 1 – Controller Ownership & Advisory Immersion (Months 0–6) In this phase, you will operate as the primary controller for assigned restoration clients while immersing yourself in our advisory methodology. Responsibilities - Serve as lead controller for restoration clients, including: - Month-end close ownership - WIP validation and revenue recognition accuracy - Job costing integrity - Gross profit analysis - Participate in onboarding of new restoration clients (led by our onboarding team), including: - Accounting infrastructure setup - Chart of accounts structure - KPI baseline development - Process standardization - Shadow the CEO in advisory meetings and profit discussions - Assist in preparing KPI dashboards and reporting packages - Assist with budgeting and forecasting  - Train with third-party consultants on restoration workflows and best practices  - Create internal SOPs and documentation, create IP - Ensure strong accounting architecture within QuickBooks Online and related app ecosystems Primary Objective Demonstrate strong controller ownership while learning and applying our restoration advisory framework. Phase 2 – Advisory Co-Leadership (Months 6–12) In this phase, you transition into a more active advisory role. Responsibilities - Co-host monthly profit meetings with restoration clients - Present financial insights, margin diagnostics, and KPI trends - Identify profitability improvement opportunities - Analyze cash flow drivers and operational inefficiencies - Support light budgeting and forecasting - Train and mentor client bookkeeper staff - Mentor internal team members supporting restoration clients Primary Objective Operate as the primary controller-level advisor while increasingly leading financial conversations with clients. Phase 3 – Lead Restoration Profit Advisor (12+ Months) As experience and capability grow, you transition into leadership within the vertical. Responsibilities - Independently lead client profit meetings - Serve as primary Restoration Profit Advisor for assigned portfolio - Own KPI strategy, margin optimization, and financial direction - Mentor junior team members within the restoration vertical - Contribute to restoration thought leadership and vertical growth Primary Objective Transition into the lead advisory role for restoration clients, enabling the CEO to step out of day-to-day advisory delivery. Technology & Tools We are a cloud-first firm. Comfort and confidence in modern accounting technology is essential. You will regularly work within: Core Platforms - PSA / Proven Accounting (restoration-specific workflows) - QuickBooks Online (primary general ledger platform) - Reach Reporting (KPI dashboards & management reporting) - BILL/Makers Hub – AP automation - Ramp / Divvy / Brex / Coast – expense management platforms - Gusto – payroll systems - Google Workspace (Gmail, Drive, Docs, etc.) - Google Sheets/Liveflow/ Retriever (advanced KPI tracking and financial modeling) You should be comfortable: - Managing data flow across multiple integrated systems - Troubleshooting integrations - Designing clean workflows across app ecosystems Creating structured reporting inside Google Sheets Learning and mastering new platforms quickly