Trove FS, LLC · 16 hours ago
Senior Sage Implementation Specialist
NYC Metro Area
Full-time
Hybrid
Mid, Senior Level
3+ years expTrove FS, LLC is an administrative financial services company specializing in the unique needs of high-net-worth individuals and families. They are seeking a Senior Sage Implementation Specialist to implement Sage Intacct solutions, manage system configurations, and provide training and support to clients.
ConsultingFinanceFinancial Services
Hiring Manager
Evan Rapp
Responsibilities
Manage, administer, and continuously optimize Sage Intacct to enhance efficiency, performance, and the overall user experience
Work collaboratively with cross-functional teams to understand business processes and translate them into system requirements
Partner with internal product owners and external vendors to implement new features and requirements, ensuring robust integration and support across all systems
Maintain comprehensive documentation of system configurations, workflows, and training resources to ensure transparency and facilitate ongoing system maintenance
Identify opportunities to improve financial workflows and drive the implementation of effective, streamlined operations
Customize Sage Intacct to meet specific business requirements, ensuring that system configurations align with organizational objectives
Develop and implement automated journal entries to boost operational efficiency in financial processes
Design and build custom and advanced financial and operational reports in collaboration with business stakeholders to support data-driven decision-making
Plan and deliver workshops on advanced Sage Intacct modules, enabling users to develop expertise and maximize the platform’s value
Develop thorough end-user training materials and conduct both in-person and virtual training sessions for new modules and enhancements. Prepare supporting documentation to ensure comprehensive understanding and adoption
Provide ongoing support and troubleshooting for Sage Intacct automations. Assist users in navigating Sage Intacct, resolving issues, and offering guidance on daily features and functionality
Collaborate with internal product owners to maintain integrations between Sage Intacct and other business systems or applications, ensuring seamless data flow and integrity across platforms
Support the management of implementation projects, ensuring that timelines are met and quality standards are upheld throughout the project lifecycle
Perform regular reviews, testing, and system audits to safeguard the integrity and performance of solutions, while managing user access appropriately
Stay current with the latest Sage Intacct features and best practices, incorporating new developments into client solutions as needed
Qualification
Required
A bachelor's degree in Accounting, Business, Computer Science, or a related field is required. Equivalent experience will also be considered
A minimum of three years of experience working with Sage Intacct is expected, including hands-on experience in implementation and end-user support
Demonstrated expertise in project management, with excellent written and verbal communication skills
Strong proficiency in data analysis and experience in developing automated financial processes
Proven ability to manage projects, prioritize multiple responsibilities, and consistently meet deadlines
In-depth understanding of accounting processes (Record-to-Report, Procure-to-Pay, Order-to-Cash, Financial Close) and the ability to design integrated solutions
Extensive hands-on experience with Sage Intacct, including advanced features such as Contracts, Global Consolidation & Advanced Ownership, Inventory, Platform Services, and Sage Intacct AI
Preferred
Preferred experience working in or with financial services organizations, especially in the family office or wealth management sectors
Strong presentation skills, reflected in successful presentations to internal/external stakeholders and at industry conferences
Process-focused, with expertise in designing, implementing, and managing business processes efficiently
Certification in Sage Intacct or similar products is a plus
Proficiency with Bill.com, web-based applications using Microsoft technologies, as well as Alteryx, SQL, Canoe Intelligence, and Power BI
Company
Trove FS, LLC
Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Sarcione, CTFA, AEP®
Partner and Co-Founder
James M. Kittler
Partner
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