Finance Consultant

Consultant, Finance

Job Description

Full Sail Partners Finance Consultant who will be responsible for implementing Deltek Vision’s Accounting and Concur Expense & Invoice system for Full Sail Partners’ clients across the US. This role is fully responsible for the project management, including budget and schedule management for client implementations, as well as client satisfaction. This role will also be expected to assist Full Sail Partners’ sales team in Accounting module sales, as necessary. This role will pursue opportunities outside of implementations to ensure utilization is met and work with the Consulting Manager and Vice President of Consulting to identify goals and professional development tasks to further increase skill set.

While the role is location neutral (work from home), this position will require some travel for both business development and consulting needs. Travel will vary from 15-30% depending on clients.

Full Sail Partners provides client-focused technology services and solutions in a collaborative environment. As a Deltek and Client Feedback Partner, Full Sail specializes in product solutions, consulting, software customization, data migration, and application hosting services for Deltek Vision and the Client Feedback Tool.

Primary Responsibilities

Client and Project Management

Develop quality-driven implementation strategies specific to each unique client experience

Work with clients to identify their pain points to develop solutions

Manage project plans to maintain budgets, achieve budgeted utilization and proper scheduling

Client management

Relay documented data migration, workflows, stored procedures and custom report requests with programming expert

Marketing and Business Development

Participate in Business Development efforts and maintain the Vision System to provide visibility, as required

Marketing (Blogs/Vlogs, Presentations for conferences, webinars, etc.)

Advise and assist the Vice President of Consulting and Vice President of Marketing in developing new innovative service offerings

Required Experience / Qualifications

5 years of experience utilizing and managing Deltek Vision’s Accounting system and/or Concur Invoice & Expense

The ideal candidate will have had experience working with project managers and finance staff, as well as an understanding of how the Accounting module integrates and affects Vision’s overall management and reporting tool

Understanding of Deltek Vision accounting processes and procedures, Deltek Vision workflows and Stored Procedures is a plus

Understanding of Concur Invoice and Expense modules processes and procedures, Concur workflows and Stored Procedures is a plus

Knowledge of commonly used concepts, practices, policies and procedures within the Professional Services industry

Knowledge of basic college level accounting or higher

Excellent presentation skills, verbal and written communication skills, and interpersonal skills

Exceptional customer service skills and personable phone skills

Ability to work well under pressure

Solution oriented and proactive

Highly organized and attentive to detail

Willingness to take ownership of any client issue and work outside of one's comfort area

High integrity, reputation for strong character and impeccable business ethics

An “athlete” mentality that thrives on positive competition, constant training and learning, and an ability to candidly assess personal performance and provide mentoring and coaching to peers to maximize performance of the team

Familiarity with Microsoft Office: Outlook, Word, Excel, Power Point, Access

Bachelor’s degree or equivalent, preferably in related field

Position Details

Work from home, as the entire company is a virtual environment

Candidates should be self-motivated, disciplined and able to report on key metrics related to performance

Travel will vary from 15-30%, depending on clients 

Position requires a quiet dedicated space for a home office

Although a remote position, preferred locations include Atlanta, Charlotte, Denver, Los Angeles, San Francisco, and San Diego

Position is full-time with benefits including health insurance, PTO and paid holidays

Compensation is commensurate with experience and a portion of the salary is success based