Manager, Technology Advisory

Summary

Join Aprio's Technology Advisory team as an Implementation Consultant Manager and help clients maximize their opportunities using Sage Intacct cloud accounting software. You will work directly with clients, ensuring high customer satisfaction and successful adoption. Responsibilities include project management, client training, data mapping and loading, software configuration, and resolving support issues. Prior Sage Intacct experience and the Sage Intacct Implementation Certification are required. The position offers opportunities for professional growth within a progressive, fast-growing firm. Aprio provides a top-rated culture and various benefits, including medical, dental, and vision insurance, 401k with profit sharing, paid time off, parental leave, and tuition assistance.

Requirements

• Bachelor’s degree in accounting, finance, or MIS
• 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

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

Preferred Qualifications

• CPA, CMA, or PMP certification is preferred
• An understanding of Sage Intacct advanced module experience and expertise is preferred

Benefits

• 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