CBIZ Advisory Services · 7 hours ago
ERP Consultant | Sage Intacct (Remote)
Philadelphia, PA
Full-time
Remote
Mid Level
$70K/yr - $110K/yr
3+ years exp
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Hiring Manager
Harrison Pew
Insider Connection @CBIZ Advisory Services
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Responsibilities
Prepare and execute client business process requirement workshops
Interface with clients to discover their business challenges
Perform quantitative and observational data analyses
Create and present client recommendations
Lead projects independently, managing the full implementation cycle and ensuring smooth execution
Train end users on the Sage Intacct system and provide documentation on day-to-day processes
Assist in the development of reports and dashboards
Assist with data conversion and testing
Conduct the go-live cutover and ensure the transition is smooth and successful
Remain up-to-date on Sage Intacct trends and quarterly releases
Collaborate with other Sage Intacct team members, acting as a mentor to less experienced consultants.
Provide guidance and share best practices within the team.
Take initiative in learning and implementing advanced modules to broaden expertise
Be prepared to work on 6-8 projects at the same time, balancing active implementations with ongoing support responsibilities
Provide timely, outstanding post-implementation service and support
Respond promptly to support calls and resolve issues efficiently
Qualification
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Required
High School diploma or GED required
3 years of experience in related field
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must be able to work in a team environment
Presentation skills mandatory
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs
Preferred
Deep knowledge of ERP solutions, combined with excellent communication skills
3 years of experience implementing Sage Intacct solutions, with a proven track record across multiple projects
Strong understanding of core Sage Intacct modules (e.g., General Ledger, Accounts Payable, Accounts Receivable, Cash Management)
Ability to lead projects independently, from planning to execution, ensuring client success
Accounting/Finance experience as an end user of Sage Intacct or a similar ERP system
Demonstrated skills in the areas of time management, presentation, relationship building, collaboration, and problem-solving
Proficiency in Microsoft Office Suite
Bachelor’s degree required, preferably in Business, Accounting, or MIS
Public accounting experience preferred
Knowledge of advanced Sage Intacct modules, such as Fixed Assets, Prepaids, Projects, Multi-Entity, and Global Consolidations, is a plus
Previous experience mentoring or training colleagues is a plus
Benefits
Comprehensive medical and dental insurance
Retirement savings
Life and disability insurance
Health care and dependent care reimbursement accounts
Certification incentives
Education assistance
Referral program
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
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