Accounting Advisory Software Solutions Senior - Sage Intacct

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. 

The Accounting Advisory Software Solutions Senior is responsible for working within the Accounting Advisory Services (AAS) practice to proactively advise clients on best practices for utilizing Client Accounting Advisory Services (CAAS) tools, primarily SAGE Intacct; to display technological expertise and lead the optimization of accounting software solutions tailored to client needs; to deliver comprehensive training for clients and internal team members on relevant technologies; and to continuously research technological advancements and other potential process improvements leveraging the latest technology to improve efficiencies for clients and client servers. This position will primarily serve as the go-to technology expert on SAGE Intacct for both clients and the internal AAS team, ensuring efficient system use and addressing technical problems proactively. The ideal candidate has played an integral role at the intersection of technology and accounting in the month-end close and forecasting processes.

Responsibilities

• Understanding of customers’ needs in Sage Intacct, proactively gathering information to learn about their requirements and expectations
• Desire and passion for educating and training internal and external parties’ functionality of Sage Intacct
  • Delivering comprehensive training to clients and team members on Sage Intacct, tailoring sessions to varying levels of expertise
  • Develop clear, user-friendly training materials and resources to facilitate learning and promote software adoption
  • Intrinsic motivation to be knowledgeable of current product changes and proactively educating customers and team members on updates through internal and external presentations or webinars
  • Provide oversight, mentoring, risk management, and quality control for the team
• Anticipate client needs and provide ongoing advisory support to ensure clients fully leverage accounting technology to meet their business objectives
• Ability to manage a diverse portfolio of customers, providing oversight to project managers regarding quality, timeliness, and customer experience
  • Anticipating issues/complications, aligning expectations with client and client service team, time management, prioritization, and meeting deadlines
  • Actively contribute to a collaborative environment, ensuring that all internal and external stakeholders receive the support they need, with a focus on responsiveness and clarity
• Stay ahead of industry trends by learning new tools, identifying ways to improve processes, and suggesting software enhancements that add value to both clients and the AAS team
• Other duties as assigned within the scope of practice to support both clients and internal AAS team on QuickBooks Online, QuickBooks Desktop Enterprise, BILL, and other relevant technologies
• Lead and support additional special projects on an ad hoc basis, i.e. project manage the year-end Form 1099s preparation and processing

Requirements

• 4+ years of client-facing experience with a strong focus working directly within Sage Intacct
• Demonstrated experience training and developing others, fostering confidence and proficiency in Sage Intacct use
• Ability to build advanced reports and dashboards for customers leveraging Sage Intacct’s reporting tools
• Proven track record in troubleshooting and resolving complex issues within Sage Intacct, such as banking integration and multi-entity consolidations, and offering creative, timely solutions to clients and internal stakeholders
• Certified SAGE Intacct Accounting Specialist
• A deep understanding of financial statements and general ledger accounting
• Strong organizational and time-management skills with the ability to multitask and prioritize effectively
• Exceptional problem-solving and analytical skills, with attention to detail.
• Bachelor’s degree in accounting or related business technology field
• Proven experience in supporting chart of accounts conversions and new accounting and finance system setups / implementations, such as QBO and BILL
• Exceptional written and verbal communication skills, with a strong emphasis on setting clear expectations.
• Enthusiastic and self-motivated in leveraging new Business Intelligence (BI) and Artificial Intelligence (AI) tools, with a proactive approach to learning and utilizing these technologies
• Proficiency in Microsoft Office Suite

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.