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Certified Unanet Lead

Role overview

Qualifications

  • Certified Unanet Implementor (required)
  • 5+ years of Unanet implementation or administration experience with leadership on complex projects
  • Experience integrating Unanet with systems such as Salesforce, QuickBooks, Power BI, or other middleware tools
  • Strong understanding of project-based accounting, revenue recognition, and operational workflows

Responsibilities

  • Lead and oversee full lifecycle Unanet ERP and CRM implementations, ensuring successful scoping, configuration, deployment, and optimization
  • Serve as the senior Unanet advisor to clients, providing strategic guidance on system design, process improvement, and long-term scalability
  • Architect and customize advanced Unanet workflows, dashboards, automations, and reporting to meet complex business requirements
  • Oversee data migration, integrations, and system testing, ensuring accuracy, compliance, and seamless adoption

About the company

Frazier & Deeter logo

Frazier & Deeter

Accounting

Frazier & Deeter is an award-winning accounting & advisory firm. FD and our family of brands* serve clients worldwide, from the Fortune Global 500 companies to growing small businesses. Our brand promise is Investing in Relationships to Make a Difference®, and clients tell us we consistently exceed expectations by supporting their evolving needs as their businesses grow. We achieve exceptional client satisfaction scores by looking beyond accounting for today to advising for the future. FD offers a full range of tax, audit, accounting and advisory services through our offices in Atlanta, Charlotte, Las Vegas, Nashville, Alpharetta and Tampa, in addition to London, Cambridge and India. Our firm has received many honors based on the quality of our work and our dedication to client responsiveness. We have been recognized repeatedly as a Top 50 firm, a Best of the Best Accounting firm, a Best Firm to Work For® and a Best Firm for Women in Leadership. Additionally, FD is an award-winning Deliberately Developmental Organization, focusing our efforts on creating a culture in which we grow our people every day.Our firm is registered with the Public Company Accounting Oversight Board, the Canadian Public Accountability Board and the American Institute of Certified Public Accountants. FD is also a member of CPAmerica.*The FD family of brands includes: Frazier & Deeter, LLC; Frazier & Deeter UK, LLP; Frazier & Deeter India Private Limited; FD Real Asset Advisors; FD Family Office; SignatureFD.

Company details

Company typeSME
IndustryAccounting
Company size501 - 1000

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Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Baltimore, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you! 

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.  

Job Description

 

Are you ready to step into a leadership role and help shape the future of technology‑enabled accounting solutions? Frazier & Deeter is growing and seeking a seasoned, forward‑thinking professional to join our Client Accounting & Advisory Solutions (CAAS) team as a Certified Unanet Lead.
In this senior role, you will serve as the primary Unanet subject‑matter expert, guiding clients and internal teams through complex implementations, optimizing system performance, and driving best‑in‑class project‑based ERP solutions. You will lead engagements, mentor implementers, and play a key role in expanding our Unanet service offerings.
 
Key Responsibilities
  • Lead and oversee full lifecycle Unanet ERP and CRM implementations, ensuring successful scoping, configuration, deployment, and optimization.
  • Serve as the senior Unanet advisor to clients, providing strategic guidance on system design, process improvement, and long‑term scalability.
  • Architect and customize advanced Unanet workflows, dashboards, automations, and reporting to meet complex business requirements.
  • Conduct high‑level needs assessments and gap analyses, translating findings into actionable recommendations.
  • Oversee data migration, integrations, and system testing, ensuring accuracy, compliance, and seamless adoption.
  • Provide leadership and mentorship to Unanet implementers and CAAS team members.
  • Deliver training, documentation, and change‑management support to client and internal stakeholders.
  • Stay current on Unanet product updates, industry trends, and best practices, proactively advising clients on enhancements.
  • Troubleshoot and resolve escalated technical issues, serving as the final point of expertise.
  • Support business development efforts, including solution design, scoping, and proposal input.
Ideal Candidate Qualifications
  • Certified Unanet Implementor (required).
  • 5+ years of Unanet implementation or administration experience, with demonstrated leadership on complex projects.
  • Proven ability to architect Unanet solutions across ERP, CRM, time & expense, project accounting, and resource planning.
  • Experience integrating Unanet with systems such as Salesforce, QuickBooks, Power BI, or other middleware tools.
  • Background in consulting, public accounting, or professional services strongly preferred.
  • Bachelor’s degree in Information Technology, Accounting, Finance, or related field (preferred).
  • Strong understanding of project‑based accounting, revenue recognition, and operational workflows.
  • Excellent communication skills with the ability to lead client conversations, manage expectations, and influence stakeholders.
  • Familiarity with FAR and CAS compliance and government‑contracting environments is a plus.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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