Intacct - Senior Technical Advisory & Solution Design Consultant; REMOTE

Intacct - Senior Technical Advisory & Solution Design Consultant (REMOTE)

Location: Remote, United States

Type: Full-time

JMT Consulting is the partner nonprofits turn to for finance transformation. We are the experts in mission-driven nonprofit finance. For more than thirty years we have helped nonprofit leaders modernize how they manage money, from ERP and accounting systems to advisory, data, and outsourced services. We are a thought partner, not only a software implementer. Our work gives mission-driven organizations the systems and visibility they need to do more good.

We are hiring a Senior Technical Advisory & Solution Design Consultant to connect client need, business process, solution design, and successful delivery across the ERP client lifecycle.

This is a senior advisory role that works across Professional Services, Sales, and Customer Experience. You will work with prospective and existing nonprofit clients to diagnose complex accounting and operational challenges, assess systems and processes, and translate those findings into practical, executable solutions. Your work may begin before an SOW exists and continue after implementation through system reviews, optimization, and advisory support.

• Lead complex discovery. Work with CFOs, Controllers, finance teams, and operational leaders to understand current-state processes, pain points, requirements, risks, and desired outcomes.
• Lead Intacct System Reviews. Assess existing Sage Intacct environments and identify opportunities to improve configuration, reporting, workflows, controls, integrations, adoption, and system utilization.
• Conduct business-process assessments. Look beyond software configuration to understand how accounting, people, process, data, and technology interact.
• Design executable solutions. Translate business and accounting requirements into practical recommendations that can be scoped, priced, and successfully delivered.
• Support implementation readiness. Identify process, data, governance, resource, adoption, and decision-making issues that could affect implementation success before work begins.
• Support complex Sales opportunities. Participate in technical discovery, RFP/RFQ responses, solution validation, and complex demonstrations when deeper ERP, nonprofit accounting, or process expertise is required.
• Support CAM/CX opportunities. Provide senior technical and advisory support for existing clients requiring optimization, redesign, expansion, or complex problem solving.
• Strengthen SOW quality. Review complex scopes and assumptions, identify dependencies and nonstandard requirements, and help ensure what JMT commits to can be successfully delivered.
• Protect the Sales-to-Delivery handoff. Ensure delivery teams receive the business requirements, accounting context, design decisions, assumptions, risks, dependencies, and commitments already developed during discovery.
• Build JMT methodology. Convert recurring client needs and lessons learned into reusable discovery frameworks, assessment methods, templates, decision trees, solution patterns, and best practices.
• Develop others. Build additional capability across the ERP team to perform defined discovery, system review, and advisory activities rather than creating a single point of dependency.

• 7+ years of experience across ERP implementation, financial-systems consulting, solution design, business-process advisory, or related professional services.
• Strong accounting and finance foundation with demonstrated knowledge of GAAP, internal controls, fund accounting, grants, allocations, and financial reporting.
• Strong understanding of nonprofit finance and operating environments.
• Broad…