About the Role
The Senior Sage Intacct Implementation Consultant will play a key role in national-based client support with both small and large scale implementations, developing and providing solutions for clients pursuing operational excellence and/or technical solutions.
Responsibilities
- Prioritize, lead, and participate in efforts to ensure the team keeps pace with technology and consulting evolution, including AI, systems, and trends.
- Provide direction, feedback, and leadership in an environment of rapid change.
- Lead continuous improvement initiatives by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to enhance overall performance.
- Propose tailored solutions linked to client business needs.
- Collect and analyze relevant data, conduct client interviews, prepare workpapers and reports, and serve as lead subject matter expert on projects.
- Design and configure accounting systems in collaboration with accounting and IT client leadership to establish robust systems that streamline financial processes, maintain data integrity, and support compliance.
- Generate comprehensive financial and operational reports by analyzing data, synthesizing information, and presenting key insights to stakeholders.
- Collaborate closely with finance, operations, and other relevant teams to ensure accurate and timely reporting.
- Organize, establish, and monitor progress on project work plans to ensure projects are completed on time and within budget.
- Escalate issues with timeline, scope, and budget to engagement manager and/or industry leader.
- Serve as a lead in services and business development maturity, including asset and methodology design and upkeep.
- Train, mentor, and/or serve as performance coach to Consultant I’s and Consultant II’s.
- Delegate and leverage work to ensure staff development.
- Perform emergency on-site or remote support as needed.
Requirements
- Bachelor’s Degree or an equivalent combination of education and experience.
- 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on the financial and/or accounting space.
- Implementation experience with Sage Intacct (experience with an equivalent Cloud-based technology may also be considered).
- Openly discuss real or potential problems with clients or project team members, listening, comprehending, confirming, and representing client requirements with various levels of stakeholder.
- Occasional Monday through Friday travel required.
Skills
- AI
- Systems
- Consulting
- Sage Intacct implementation
- Financial reporting
- Operational reporting
- Data analysis
- Client interviews
- Workpapers
- Reporting
- Subject matter expertise
- Accounting systems design
- Accounting systems configuration
- Financial process streamlining
- Data integrity
- Compliance
- Project management
- Business development
- Mentoring
- Coaching
- Staff development
Location
- Remote
Work Type
- Full-time
- Remote
Experience Level
- Senior
Education Level
- Bachelor's Degree
Salary/Compensations
- $88,000 to $118,000
Benefits
- 8 health plan options (HMO & PPO)
- Dental coverage
- Vision coverage
- HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life coverage
- Short-term disability coverage
- Long-term disability coverage
- 401(k) savings plan
- Profit share
- Firm matching contribution
- Well-being incentive
- Education assistance
- Certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Critical illness insurance
- Accident insurance
- Hospital indemnity insurance
- Legal services
- Long-term care insurance
- Pet insurance
- ID theft protection
- Supplemental life insurance
- Supplemental AD&D insurance
About the Company
- At Wipfli, people count.
- Wipfli believes in flexibility, focuses on relationships, and encourages each individual to follow their own path.
- Wipfli offers a career-defining opportunity for those looking to make a difference and find a professional home.
- "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services.
- Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
- Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Equal Opportunity
- Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
- Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.
