Wipfli · 2 weeks ago
Senior Sage Intacct Consultant
Wipfli is a company that values its people and offers career-defining opportunities. The Senior Sage Intacct Consultant will develop and provide solutions for clients, focusing on operational excellence and technical solutions, while leading continuous improvement initiatives and managing client projects.
AccountingConsultingInformation Technology
Responsibilities
Leads continuous improvement initiatives within the organization by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to optimize processes, increase efficiency, and enhance overall performance
Generates comprehensive financial and operational reports by analyzing data, synthesizing information, and presenting key insights to stakeholders. Collaborate closely with finance, operations, and other relevant teams to ensure accurate and timely reporting
Plays a pivotal role in designing and configuring accounting systems, working in collaboration with IT professionals and accounting specialists to establish robust systems that streamline financial processes, maintain data integrity, and support compliance
Proposes solutions or alternatives that are linked to client business needs and proactively notifies the team leader of project timeline pressures and suggests solutions
Collects and analyzes relevant data, conducts client interviews, prepare workpapers and reports, and serve as lead subject matter expert
Communicates with clients on functional deliverables and work plan status and issues for both client and internal projects to Project Manager
Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget
Monitors out-of-scope requests to ensure proper change management is communicated
Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development
Leads and participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market
Qualification
Required
Bachelor's Degree or an equivalent combination of education and experience
5+ years' experience in a professional services firm or 5+ years of private industry experience focused on the financial and/or accounting space
Implementation experience with Sage Intacct or equivalent Cloud-based technology
Works towards obtaining additional appropriate advanced certifications
Openly discusses real or potential problems with clients or project team members, listening, comprehending, confirming, and representing client requirements with various levels of stakeholder
Occasional over-night travel required (1-2 times per month)
Preferred
Bachelor's Degree in related field
Training, support or consulting advisory experience
Experience with compliance or professional standards associated with area of expertise
Experience with Sage Intacct project accounting, Salesforce integrations and Contract management
Experience in the CRE (Construction and Real Estate) Industry
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Recent News
2026-01-22
2025-11-28
Company data provided by crunchbase