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Sage Intacct Director, Technology Advisory

Aprio
United Statesfull_timeVerifiedPosted 31 Jul 2025

About the role

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Technology Advisory team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Sage Intacct Leader I Director, Technology Advisory to join their dynamic team.
As a Sage Intacct Practice Leader, you will drive operational excellence of our cloud accounting practice. This role requires deep accounting expertise—preferably with CPA credentials—and hands-on experience leading full-cycle Sage Intacct implementations. You will oversee solution design, data migration, and dashboard development while mentoring a team of consultants and collaborating with sales and marketing to refine go-to-market strategies. Success in this role demands strong project management, client advisory skills, and a passion for continuous improvement in delivery methodologies and customer outcomes. 
This position requires multi-tasking, solution defining, data loading, and hands-on configuration of the software. Other responsibilities include providing training to team members and clients, responding to support issues, building reports and dashboards, and helping improve our professional services delivery process and tools. 
Prior work experience in accounting is a requirement for this position. Previous experience with Sage Intacct is required. Specific Industry vertical experience is a plus.

Position Responsibilities:

  • Sage Intacct Implementation & Configuration: Lead full-cycle Sage Intacct implementations using a proven methodology to ensure on-time, on-budget delivery, high client satisfaction, and successful adoption.
  • Client Consulting & Workflow Analysis: Consult with clients to gather, define, and document accounting workflows and system requirements, ensuring alignment with business needs.
  • System Configuration & Data Migration: Perform data conversions from various systems (e.g., QuickBooks), including cleansing, mapping, validation, and testing.
  • Reporting & Dashboards: Design and implement industry-specific KPIs, reports, and dashboards tailored to restaurant and hospitality clients.
  • Training & Support: Provide user training, resolve support issues, and deliver exceptional service to clients across all organizational levels.
  • Project & Team Management: Scope, estimate, and manage engagements, including labor, budget, and deliverables. Supervise and mentor consultants, ensuring quality and consistency in project execution.
  • Client Relationship & Communication: Build long-term client relationships through proactive, clear communication and by addressing back-office service needs and compliance requirements.
  • Sales & Business Development Support: Collaborate with business development on new opportunities, refine customer profiles, and support marketing and sales initiatives.
  • Research & Innovation: Stay current on industry trends and technologies, offering strategic recommendations to clients and internal teams.

Qualifications:

  • Bachelor’s degree in accounting, finance, or MIS 
  • CPA, CMA, or PMP certification is preferred 
  • Five (5) + years’ experience in consulting and implementing Sage Intacct 
  • Client Accounting Services (CAS) role in a CPA firm or restaurant accounting firm 
  • In-depth understanding of accounting standards, general ledger/subledger concepts, and financial close procedures 
  • Advanced proficiency with Excel (pivot tables, VLOOKUP’s, macros, etc.) for efficient data mapping, integration, and migration of customer data 
  • Ability to work effectively and professionally with employees at all levels of a client’s organization, including executive leadership 
  • Self-motivated with excellent organization, communication, and collaboration skills 
  • Excellent attention to detail, written and verbal communication, and high personal quality expectations 
  • Ability to successfully multi-task across projects, customers, and internal activities 
  • Highly enthusiastic, proactive, positive-minded, customer-focused, and service-oriented 
  • Ability to work collaboratively in a team environment 
Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. 
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Aprio

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