Manager, Technology Advisory

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Strategic Account Leadership :
  Lead and manage a portfolio of client accounts, ensuring exemplary service standards are maintained and strategic objectives are met.
• T alent Development & Mentorship:
  Actively mentor and coach junior staff, leveraging individual team member strengths and passions to maximize performance and professional growth.
• Project Governance:
  Maintain accountability for overall project success, including monitoring action plans, providing quality assurance, and proactively identifying and mitigating risks.
• Execute Full Implementation Cycle:
  Manage team and projects to drive project completion, executing multiple concurrent client projects, ensuring successful implementation of the Sage Intacct.
• Drive Project Success:
  Utilize a prescriptive implementation methodology and templated project plans to consistently deliver projects on time, within scope, and on budget, maximizing customer satisfaction and solution adoption.
• Business Development:
  Utilize and expand professional relationships through networking and marketing efforts to identify and capitalize on new business opportunities and promote the firm's services to existing clients.
• Culture & Standards:
  Uphold and reinforce the firm's professional and technical standards, fostering a culture of continuous improvement and innovation across the practice.
• Client
  
  Collaboration:
  
  Partner with clients and our internal team to fully understand evolving business needs and translate them into robust Sage Intacct solution requirements.
• Discovery & Analysis:
  Lead detailed discovery and scoping sessions to gather functional requirements for new module implementations, third-party integrations, and process optimization efforts.
• Scope Management:
  Accurately define project scope and estimate hours, identifying potential risks and necessary customizations early in the process to ensure smooth implementation and adjusted scope when needed.
• System Integration:
  Guide clients through the Sage Intacct side of third-party integrations, advising on data flow, configuration needs, and best practices for ongoing use.
• Apply Product Expertise:
  Maintain expert-level knowledge of Sage Intacct, including advanced module functionality, and stay current with all new product features and enhancements.
• Vertical Industry Knowledge:
  Apply in-depth vertical knowledge of industry terminology, operational processes, and business intricacies to tailor solutions effectively.

• Bachelor's degree in Computer Science, Information Technology, Accounting, or a related field.
• 7-10 years of experience in developing and implementing business software technology solutions.
• 3+ years of supervisory or team leadership experience.
• Strong understanding of all core Sage Intacct modules (GL, AP, AR, Purchasing, Order Entry, Cash Management).
• Advanced module implementation experience and knowledge, including Allocations, Prepaids, Fixed Assets, and Project Accounting.
• Sage Intacct Implementation Consultant Certification and Sage Intacct Accountants Certification.
• Demonstrated accounting background or knowledge base and deep understanding of accounting workflows.
• Additional Systems Experience or Knowledge of Market Place Partners with one or more of these systems: , Expensify, Toast/Margin Edge, Data Blend for system integrations, Ramp, Mineraltree, Sage Intacct Payroll powered by ADP, Paychex, Paylocity, Martus Budgeting, Sage Intacct Fundraising powered by Donor Perfect, Salesforce, and Velixo.