Senior Consultant, Sage Intacct Implementation

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: 

  

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. 

  

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

  

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.  If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

Responsibilities

Essential Responsibilities:   - Prioritizes, leads, and participates in efforts to ensure the team keeps pace in the evolution of technology and consulting including AI, systems, and trends.  - Provides direction, feedback, and leadership in an environment of rapid change.   - Leads continuous improvement initiatives within the organization by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to enhance overall performance.  - Proposes tailored solutions that are linked to client business needs.  - Collects and analyzes relevant data, conducts client interviews, prepares workpapers and reports, and serves as lead subject matter expert on projects.  - Plays a pivotal role in designing and configuring accounting systems, working in collaboration with accounting and IT client leadership to establish robust systems that streamline financial processes, maintain data integrity, and support compliance.  - 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.  - Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget. Escalates issues with timeline, scope and budget to engagement manager and/or industry leader.   - Serves as a lead in services and business development maturity including asset and methodology design and upkeep.  - Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development.  - Perform emergency on-site or remote support as needed. 

Knowledge, Skills and Abilities

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 (experience with an equivalent Cloud-based technology may also be considered). - 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 Monday through Friday travel required  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 in the NGE (Non-Profit, Government, and Education) or Healthcare industry. - Works towards obtaining additional appropriate advanced certifications.  Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!   #LI-AL1 #LI-Remote

Additional Details

Additional Details:   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