Senior Sage Intacct Consultant

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 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: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

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.

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 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) Industry. Benjamin Dzanic, from our recruiting team, will be guiding you through t