K2 Services · 1 month ago
Sage Intacct Consultant
United States
Full-time
Remote
Mid, Senior Level
3+ years expK2 Services is a rapidly scaling, PE-backed recurring revenue company with approximately 5,000 employees. They are seeking a Sage Intacct Consultant to serve as the in-house expert for Intacct configuration, optimization, integrations, workflows, and reporting, partnering with various departments to ensure peak performance and high-integrity financial data.
ConsultingInformation Technology
Responsibilities
Serve as the internal Subject Matter Expert (SME) for Sage Intacct
Lead day-to-day administration, including user setup, role permissions, modules, and configurations
Maintain the chart of accounts, dimensions, workflows, and system controls
Ensure accuracy, consistency, and scalability of Intacct across all entities
Identify opportunities to streamline close processes, financial reporting, and operational workflows
Implement best practices across AP, AR, GL, Projects, Timesheets, Purchasing, and Cash Management
Lead system upgrades, module expansions, and Intacct product rollouts
Develop automation around journal entries, consolidations, intercompany, and approvals
Manage integrations with payroll systems, CRM, HRIS, bank feeds, expense tools, and billing systems
Partner with IT to ensure stable, secure, and well-documented connections between systems
Lead integration setup for newly acquired entities
Build and maintain dashboards for Accounting, FP&A, Operations, and Executive leadership
Develop custom reports, financial statements, and dimensional reporting for all business units
Ensure data quality and provide user training on reporting best practices
Lead Intacct onboarding for newly acquired companies, including entity setup, chart of accounts mapping, and workflow design
Standardize accounting processes across acquisitions to ensure consistent system use
Support opening balance sheet loads, migration of historical financials, and parallel testing
Provide support to Accounting, FP&A, Operations, HR, and other departments on Intacct functionality
Build documentation, SOPs, and training materials for internal teams
Conduct workshops, office hours, and training sessions for new and existing users
Qualification
Required
3–7+ years of direct Sage Intacct experience, ideally in an administrator or implementation role
Strong accounting knowledge (GAAP), with experience in multi-entity or multi-division environments
Hands-on experience configuring modules (GL, AP, AR, Cash, Projects, Purchasing, etc.)
Experience with Intacct Dimensions, Smart Rules, Smart Events, Custom Reports
Ability to translate business requirements into scalable system solutions
Excellent communication skills and the ability to partner with finance leadership
Strong Excel and data management capabilities
Preferred
Experience in a private-equity-backed or highly acquisitive environment
Prior experience managing ERP implementations or major system upgrades
Experience with integration tools (e.g., Workato, Boomi, Celigo)
Understanding of workflow automation across Finance/HR systems
Company
K2 Services
K2 Services, LLC is a leading technology-enabled services provider, specializing in IT managed services, unified support and enterprise technology platforms for the legal industry.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-03-02Acquired
Leadership Team
Peter Cotseones
Chief Executive Officer
David Pardun
Chief Financial Officer / Executive Vice President, Finance
Company data provided by crunchbase