资深顾问-Sage Intacct实施
Senior Consultant, Sage Intacct Implementation
简介
在Wipfli,人才至关重要。
在Wipfli,我们的员工是所有事情的核心——我们创造卓越影响和非凡成果的催化剂。
我们相信灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
人才真的很重要,他们能感受到这一点。对于那些希望有所作为并找到职业归属的人,Wipfli提供一个改变职业生涯的机会。
职位概述
在经理或高级经理/总监的指导下,高级顾问将为客户在追求运营卓越和/或技术解决方案方面提供发展和解决方案。高级Sage Intacct实施顾问将在基于全国的客户支持中发挥关键作用,包括小型和大型项目的实施。
职责
主要职责:
- 优先处理、领导和参与确保团队跟上技术与咨询发展的努力,包括人工智能、系统和趋势。
- 在快速变化的环境中提供指导、反馈和领导力。
- 通过识别改进领域、与跨职能团队合作并实施策略来推动组织内的持续改进。
- 提出与客户业务需求相关的定制解决方案。
- 收集和分析相关数据,进行客户访谈,准备工作底稿和报告,并在项目中担任主要专家。
- 在设计和配置会计系统中发挥关键作用,与会计和IT客户领导合作,建立强大的系统以简化财务流程,保持数据完整性并支持合规性。
- 通过分析数据、综合信息并向利益相关者展示关键见解,生成全面的财务和运营报告。与财务、运营和其他相关团队密切合作,确保准确及时的报告。
- 组织、制定并监控项目工作计划,确保项目按时且在预算内完成。将时间表、范围和预算问题上报给项目负责人和/或行业负责人。
- 在服务和业务开发成熟度方面担任主导角色,包括资产和方法论的设计与维护。
- 对初级顾问和中级顾问进行培训、指导和/或担任绩效教练。委派任务和
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Overview
At Wipfli, people count.
At Wipfli, 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.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
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.
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!
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 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
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. 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.
Originally posted on Himalayas