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Sage Intacct Senior Consultant specializing in Interactive Custom Report Writer (ICRW)

Role overview

Qualifications

  • Bachelor's Degree required, preferably in Management Information Systems/Information Technology Systems, Accounting, or Business
  • Three (3)+ years' experience in creating, updating, and maintaining ICRW reports, writing SQL, or consulting with Sage Intacct
  • Construction industry experience working in accounting or operations
  • Understanding of Sage Intacct object structure and experience with SQL

Responsibilities

  • Working with multiple customers to create and update ICRW reports within Sage Intacct
  • Utilizing project management best practices for high customer satisfaction and successful adoption
  • Responding to customer technical support issues related to ICRW reports
  • Designing and building industry-specific key performance indicators, reports, and dashboards

Other skills

  • Consulting
  • Communication
  • Teamwork
  • Time Management
  • Problem Solving
  • Relationship Building
  • Collaboration
  • Adaptability

About the company

Moss Adams logo

Moss Adams

Accounting

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management

Company details

Company typeLarge
IndustryAccounting
Company size1001 - 5000

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Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Are you interested in joining one of the fastest growing professional services firms in the nation?

Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction?

If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Senior Consultant specializing in Interactive Custom Report Writer (ICRW)! At BT your main responsibilities will include working directly with customers delivering software solutions on projects with high customer satisfaction and successful customer adoption. 

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Does this describe you?

  • You want to work for a leading professional services firm whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
  • You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow

What you will do:

  • Be a trusted member of the engagement team and responsible for:
    • Working with multiple customers to create and update Interactive Custom Report Writer (ICRW) reports within Sage Intacct. Utilize project management best practices to deliver in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
      • The construction vertical will be an area of focus
    • Deepening knowledge of Sage Intacct including Platform Services object structures and relationships. Staying current with the latest product features and enhancements, especially those related to ICRW
    • Seeking deep vertical knowledge - the intricacies, terminology, and operational processes of the construction industry, including micro-verticals such as General Contracts, Developers, Specialty Contractors, Home Services, etc.
    • Responding to customer technical support issues related to ICRW reports
    • Designing and building industry specific key performance indicators, reports, and dashboards. Utilize ICRW but also custom report writer, financial report writer, interactive visual explorer (IVE), and dashboards as applicable. Adapt to new technologies, modules, and platforms and upskill to deliver solutions with the best tool available
    • Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion
  • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs – seek knowledge
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
  • Enjoy friendships, social activities and team outings that encourage work-life balance

Qualifications

Successful candidates will have:

  • Bachelor's Degree required, preferably in Management Information Systems/Information Technology Systems, Accounting, or Business (preferred if candidate has general understanding of accounting terms through previous courses or experience)
  • Three (3)+ years’ experience in any of the following, preferred:
    • Creating, updating, and maintaining ICRW reports
    • Writing SQL to output data, preferably within ICRW to merge multiple reporting areas
    • Consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions
    • Construction industry experience working in accounting or operations (with general understanding of accounting principles)
    • Accounting and finance or similar as an end user of Sage Intacct or similar ERP system
  • Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade, preferred
  • SQL
    • Ability to write, analyze and optimize logical SQL to create and update reports/data.
      • Understand when and how to utilize SQL JOIN and UNION statements to combine data from different objects.
    • Ability to read existing SQL, understand the purpose and output and troubleshoot to meet client requirements.
  • Sage Intacct
    • Understanding of Sage Intacct object structure (e.g. header vs line/entries/detail objects, how objects relate via data sources)
    • Understanding of Interactive Custom Report Writer (ICRW) capabilities.
      • Experience creating pivot tables, merging reporting areas, creating prompts,
  • Project Management
    • Ability to understand client requirements and execute on project deliverables based on client requirements
      • Ability to estimate level of effort/hours based on project requirements
    • Manage 5+ concurrent projects, keeping internal and client stakeholders informed of project status and timeline
  • Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving
  • Strong leadership, organizational and analytical skills, initiative, adaptability
  • Eligibility to work in the U.S. without sponsorship

The pay rate range for this job position is $64,990 to $123,230. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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Marcus Rivera

Chief Revenue Officer

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