Senior Sage Intacct Consultant

Posted 10 Days Ago
Be an Early Applicant
Remote
80K-133K Annually
5-7 Years Experience
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
The Role
Develop and provide solutions for clients pursuing operational excellence and technical solutions. Interface with internal clients and drive technical solutions across the company. Train and mentor junior consultants and participate in business development activities.
Summary Generated by Built In

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions. The Senior Sage Intacct Implementation Consultant will play a key role in our national-based client support with both small- and large-scale implementations.
Essential Responsibilities:

  • Leads continuous improvement initiatives within the organization by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to optimize processes, increase efficiency, and enhance overall performance.
  • Generates 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.
  • Plays a pivotal role in designing and configuring accounting systems, working in collaboration with IT professionals and accounting specialists to establish robust systems that streamline financial processes, maintain data integrity, and support compliance.
  • Proposes solutions or alternatives that are linked to client business needs and proactively notifies the team leader of project timeline pressures and suggests solutions.
  • Collects and analyzes relevant data, conducts client interviews, prepare workpapers and reports, and serve as lead subject matter expert.
  • Communicates with clients on functional deliverables and work plan status and issues for both client and internal projects to Project Manager.
  • Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget.
  • Monitors out-of-scope requests to ensure proper change management is communicated.
  • Trains, mentors and/or serves as performance coach to Consultant I's and Consultant II's. Delegates and leverages work to ensure staff development.
  • Leads and participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market.


Required Qualifications:

  • 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 or equivalent Cloud-based technology.
  • Works towards obtaining additional appropriate advanced certifications.
  • Openly discusses real or potential problems with clients or project team members, listening, comprehending, confirming, and representing client requirements with various levels of stakeholder.
  • Occasional over-night travel required (1-2 times per month).


Preferred Qualifications:

  • Bachelor's Degree in related field
  • Training, support or consulting advisory experience.
  • Experience with compliance or professional standards associated with area of expertise.
  • Experience with Sage Intacct project accounting, Salesforce integrations and Contract management
  • Experience in the CRE (Construction and Real Estate), NGE (Non-profit, Government, and Education), Healthcare, or Tribal Government and/or Gaming Industries.


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 [email protected]
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $80,000 to $133,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

Top Skills

Computer Science
Information Technology

What the Team is Saying

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The Company
Oakland, CA
3,000 Employees
Hybrid Workplace
Year Founded: 1930

What We Do

Wipfli Digital offers more than digital solutions.

We bring clarity. As part of Wipfli, we combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams. Our focus: Helping businesses thrive — today and into the future.

Why Work With Us

At Wipfli, people count.

Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

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Wipfli Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.

Typical time on-site: Not Specified
Oakland, CA

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