Overview:

The ideal candidate is a builder and a self-starter who is energized. Much of this program does not yet exist, we value sharp judgment, structured thinking, and the ability to learn adjacent technical areas quickly over a perfect checklist of prior credentials. Someone who has stood up a methodology once and is comfortable being the person who brings order to a green-field project will thrive here.

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Job Duties:

• Work with CAO to understand work performed to date, which includes interviews with department owners that identify the nature of each cost pool and understand which activities genuinely benefit subsidiaries.
• Review shared-service costs incurred to date and determine approach on how to best identify and segregate these costs in the system (i.e. through correct invoice coding, routing payroll costs to shared-service business units, etc.) prior to applying allocation methodologies.
• Design a defensible allocation methodology, selecting the right driver for each pool (headcount, revenue, usage, licenses, spend, etc.).
• Formalize these processes in a formal allocation policy that documents the approach for audit, tax, and repeatability. Currently, a draft policy has been started and workshopped with a Big 4 accounting firm, but this policy is in its very early stages.
• Help establish treatment for centralized labor and for capitalized cloud/IT costs (for in-house IT system designers) that are capitalized and amortized/cross-charged over time via IT service fees.
• Validate the methodology with subsidiary and functional stakeholders, then execute allocations across entities - directly in D365 where available and via Excel for entities that are not, with results flowing into D365 for intercompany invoicing.
• Build a repeatable, well-documented process that an internal owner can eventually run on an ongoing basis.

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Required Qualifications (must-haves):

• Demonstrated experience designing and implementing cost allocation procedures from scratch- not simply running an existing one.
• A track record of partnering with cost-center owners to distinguish shared vs. direct costs and building tailored allocation drivers per pool.
• Strong technical accounting foundation (CPA preferred) with the ability to produce audit-ready, defensible documentation.
• Ability to utilize our in-house AI tools (Copilot, with Claude Opus and Chat GPT models available in our secure environment) to accelerate the project rather than needing to spend inordinate amounts of time memo/policy writing.
• Comfort operating hands-on in Excel and within an ERP environment (D365 a plus) and backend reporting tools, including moving data cleanly between systems.
• Senior enough to own auditor and stakeholder relationships and drive a project independently with limited hand-holding.

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Value Add (nice-to-haves):

• Exposure to transfer pricing and intercompany cross-charging (OECD guidelines, IRC §482). We do not expect a transfer-pricing specialist - our Tax/Treasury team will guide the technical framework - but the individual must be intellectually curious and able to learn these concepts quickly on the job.
• Familiarity with capitalization and amortization of cloud/internal-use software, or ability to quickly understand the mechanics of charging it out over time.
• Experience across multiple ERP systems or in a multinational, multi-entity environment.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.