Consultant, Sage Intacct Implementation Organization

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.

• 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., Accounting, Accounting Software, Artificial Intelligence (AI), Budget Management, Business Development, Business Services, Certified Public Accountant (CPA), Coaching, Consulting, Continuous Improvement, Cross-Functional, Customer Relations, Customer Support/Service, Customer/Client Research, Data Analysis, Data Processing, Data Quality, Dental Insurance, Employee Assistance Plan, Establish Priorities, Financial Operations, Financial Reporting, Government, Health Maintenance Organization (HMO), Health Plan, Healthcare, Interviewing Skills, Leadership, LinkedIn, Mentoring, Nonprofit, Preferred Provider Organization (PPO), Process Development, Professional Services, Project Planning, Project Tracking, Regulatory Compliance, Staff Development, Systems Administration/Management, Technical Leadership, Time Management, Willing to Travel, Workpaper Preparation

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.

Title: Senior Consultant, Sage Intacct Implementation Organization: Wipfli Advisory LLC Description: 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., “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.