The Manager, Technology Advisory will lead Sage Intacct implementation projects, manage client relationships, and ensure high customer satisfaction through consulting and training.
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Technology Advisory team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Manager, Technology Advisory to join their dynamic team.
As an Implementation Consultant Manager in our Sage Intacct practice, you will work directly with clients implementing Sage Intacct cloud accounting software with high customer satisfaction and successful customer adoption. In this role, you will have ongoing development of subject matter expertise in Sage Intacct and become a trusted advisor to many different business and industries looking to modernize and improve performance in finance and accounting.
This position requires an inquisitive nature with some key responsibilities. You will need to manage projects from start to finish, multi-task, define solutions, train both the client and team members, data mapping and loading, hands-on configuration of core and advanced modules in the software. Other responsibilities include assisting with 3rd party integrations, responding to support issues, building reports and dashboards, and continually improving on our professional services delivery process and tools.
Prior work experience in Sage Intact is a requirement for this position. Having your Sage Intacct Implementation Certification is a requirement for this position. An understanding of Sage Intacct advanced module experience and expertise is preferred.
Position Responsibilities:
- Configure and implement Sage Intacct accounting software, following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
- Consult with clients to analyze, define, and document accounting workflows and functional requirements for the implemented solution
- Develop and maintain expertise in Sage Intacct features and functionality applicable to defined industry verticals
- Perform accounting data conversions from various accounting systems (i.e. QuickBooks) to include data cleansing, data mapping, translations, validation, testing, and review
- Design and build industry specific key performance indicators, reports, and dashboards
- Conduct training for client end-users at all levels of the client organization
- Respond to client technical support issues and own the successful resolution of support tickets
- Work in a team-oriented environment and collaborate with internal and external Sage Intacct Consultants, 3rd party integration vendors and internal Aprio practice leadership to ensure successful project delivery
- Deliver prompt, concise, and friendly communication to build trust and long-term relationships with clients
- Provide exceptional customer service to client personnel and internal team
- Work with clients to understand business and financial back-office requirements.
- Define, Create, and Delivery of service scope (statement of work) and corresponding labor estimates to complete assignments
- The ability to gather required information to estimate total project hours, scope, budget, and total revenue to prospect and clients
- Manage the team to the defined scope of work and budget
- Provide lead technical support in business development opportunities.
- Assist in research of new technologies and trends that might impact our clients and make appropriate recommendations
- Team leadership, direction, and engagement supervision of Consultants.
- Assist client with compliance areas associated with financial back office service
- Manage assigned client service engagements
- Execute assigned tasks relating to the client’s back office services or as assigned by the Consulting Manager
- Communicate advice and answer questions of client staff relating to client’s back office services
- Provide training or assistance to client staff relating to client’s back office services
- Perform emergency on-site or remote support as needed as requested by client or other consultants when urgent issues arise
- Pursue advancement in technical back office service capabilities as well as advancement in “soft skill” competencies
- Mentor other consultants and assist them with client management
Qualifications:
- Bachelor’s degree in accounting, finance, or MIS
- CPA, CMA, or PMP certification is preferred
- Sage Intacct Certifications: Core Implementation is required and advanced certifications preferred
- Five (5) + years’ experience in one or more of the following areas: Consulting and implementing Sage Intacct, Restaurant365, NetSuite, Acumatica, or similar SaaS financial applications for multiple clients
- Project Management of ERP and SAAS related implementation projects
- Experience in a professional services firm or private industry experience focused on the financial and/or accounting space In-depth understanding of accounting standards, general ledger/subledger concepts, and financial close procedures
- Advanced proficiency with Excel (pivot tables, VLOOKUP’s, macros, etc.) for efficient data mapping, integration, and migration of customer data
- Ability to work effectively and professionally with employees at all levels of a client’s organization, including executive leadership
- Self-motivated with excellent organization, communication, and collaboration skills
- Excellent attention to detail, written and verbal communication, and high personal quality expectations
- Ability to successfully multi-task across projects, customers, and internal activities
- Highly enthusiastic, proactive, positive-minded, customer-focused, and service-oriented
- Ability to work collaboratively in a team environment
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Excel
Quickbooks
Sage Intacct
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