Sage Intacct Implementation Consultant

What You'll Do

Are you passionate about transforming finance operations through technology? As a Sage Intacct Implementation Consultant, you’ll take the lead in designing, developing, and delivering end-to-end Sage Intacct implementations that drive meaningful impact for our clients. In this highly collaborative role, you’ll partner closely with cross-functional teams—both onshore and offshore—as well as clients and external vendors to ensure Sage Intacct and integrated solutions are thoughtfully designed, seamlessly executed, and built to evolve alongside our clients’ growing business needs.

If you enjoy combining technical expertise with client-facing strategy and thrive in a fast-paced, team-oriented environment, this role offers the opportunity to make a lasting difference.

• Lead complex Sage Intacct implementation projects from discovery through go-live and post-implementation support
• Serve as primary client liaison and trusted advisor throughout the engagement lifecycle
• Design and architect solutions that align with client business requirements and industry best practices
• Conduct business process analysis and recommend process improvements
• Provide strategic guidance on financial reporting, compliance, and system optimization
• Mentor and develop junior team members and consultants
• Lead clients in analyzing data and provide recommendations in system design and integration
• Support clients with cleansing and migration of historical data
• Develop integrations to and from Sage Intacct with additional client systems
• Develop systems strategy and support definition of system requirements to design, prototype, test, train, define support procedures, and implement practical business solutions utilizing Sage Intacct

• Bachelor’s degree in Management Information Systems, Computer Science, Software Engineering, Finance, Accounting, or a related field required (or equivalent professional experience)
• 1+ years of project management experience
• Sage Intacct Implementation Certification or ability to obtain within 6 months of hiring
• Advanced knowledge of Systems Delivery Life Cycle and Software Development Lifecycle.
• Demonstrated record of successful systems and process improvements and continuous on-time execution toward deliverables or milestones.

• Sage Intacct Core Mastery
  :
  Advanced proficiency in common Sage Intacct modules including General Ledger, Accounts Payable/Purchasing, Accounts Receivable/Order Entry, Cash Management, Financial Reporting, and Budgeting
• Sage Intacct Extensive Module Competency
  :
  Proficiency in add on modules within Sage Intacct including smart rules, fixed asset, consolidations, dynamic allocations, SIP, inventory, revenue mgmt. Project Costing & Billing, Inter-Entity Transaction Setup, Pre-paid expense amortization, Printed Document Template Customization
• Reporting & Analytics
  :
  Expertise in creating custom reports, dashboards, and utilizing Sage Intacct's reporting capabilities
• Financial Acumen
  :
  Strong understanding of accounting principles, financial processes, and compliance requirements
• Business Analysis
  :
  Ability to analyze complex business requirements and translate them into a technical solution
• Industry Knowledge
  :
  Understanding of industry-specific requirements and best practices; preferred industry experience within Hospitality, Not For Profit, and broad mid-market level organizations
• Project Leadership
  :
  Proven track record of managing complex, multi-phase implementation projects
• Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem-solving
• Strong leadership, project management, organizational and analytical skills, initiative and adaptability

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion…