Sage Intacct Reporting and Custom Documents Specialist

Sage Intacct Reporting Consultant

Develop, test, and deliver client reports utilizing Sage Intacct Interactive Custom Report Writer, Interactive Visual Explorer, Custom Reports function, and Advanced Financial Reports within the Sage Intacct Platform. Provide technical expertise on complex implementation projects. Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions). Plan, manage and execute software implementations and training on reporting and document customizations. Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. Provide friendly on site and/or remote support for our clients using Sage Intacct accounting software. Investigate and resolve Sage Intacct user application questions and issues. Provide pre-sales support to identify client requirements, define scope and provide estimates for various engagements.

Duties And Responsibilities

• Engage with Intacct Consulting project teams to design, develop, and test advanced reporting related to Sage Intacct.
• Follow best practices and coding guidelines for reporting. Ensuring the safety and security of sensitive client information.
• Participate in meetings to understand business requirements and report development objectives.
• Provide guidance to the client and project team with respect to feasibility, complexity, and level of effort required to deliver a client solution.
• Assist Implementation Consultants and Project Managers with incorporating report development project plans into a master implementation project plan.
• Ensure the reporting and any reporting customization is designed and developed in accordance with the agreed upon plan and/or scope of work.
• Execute specific tasks on the project work plan, including but not limited to report design, document customization development, testing, installation and documentation of report and/or document customizations.
• Create and deliver weekly status reports of report development and/or document customization progress to the Project Manager and Practice Manager.
• Deliver project task responsibilities on schedule with integrity and the highest degree of client satisfaction.
• Ability to successfully multi-task across projects, clients, and internal activities.
• Provide on-site and/or remote support to users of Sage Intacct software applications. Research sources of errors, resolve problems and recommend program changes. Answer client inquiries regarding specific software such as Sage Intacct, configurations, printing, and market partner integrations that may relate to the development of client reporting. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems.
• Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions) that may have impact on the design and development of client custom reports or reporting environments within Sage Intacct.
• Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables.
• Assist in the design or creation of on-going data imports and exports of data that may relate to the creation of client reports or custom documents.
• Create custom reports using Intacct reporting tools, such as Financial Report Writer, Custom Reports, Interactive Custom Report Writer, and Excel.
• Performs other related duties as assigned by management.

Qualifications

• Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
• Certificates, licenses, and registrations required: Sage Intacct Software Certification and advanced training. ICRW (SQL strongly desired), IVE, Financial Reporting, Custom Documents, training.
• Computer skills required: Sage Intacct Accounting Software; Microsoft Office; SaaS environments and business structures
• Experience with business information systems integration or custom business application design and development in a professional technology consulting or software development environment
• Experience in assessing client requirements across a broad array of business processes including but not limited to accounting, inventory, order entry and project management
• Ability to work effectively and professionally with employees at all levels of a client's organization
• Effective interpersonal skills and ability to work in a team environment
• Enthusiastic, client focused, service oriented, self-starter
• This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the specific skills and knowledge described herein.
• The ability to complete effective business process reviews. This includes a knowledge and understanding of internal business processes, general accounting knowledge and a familiarity with operations and distributions across multiple industries.
• The ability to clearly assess, define and document client needs.
• The ability to remain structured and organized, but with a level of comfort in training all levels of users on the product remotely, onsite, and in a one-on-one environment.
• Ability to effectively present information and respond to questions from groups of managers and clients.

A plus but not required:

• Construction industry accounting experience
• XML Related: XML, XSL, XSLT:FO, XQUERY, Velixo, etc.
• Programming languages: Shell Scripting, JavaScript, PHP, SQL, etc.
• HTML
• Business Intelligence Software and Tools (Nectari, SEI, PowerBI)
• The ability to effectively handle project management, including plan, track, follow-up, and follow-through on multi-step / multi-phase projects.

Competencies

• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Cost Consciousness - Works within approved budget; Conserves organizational resources.
• Customer Service - Manages difficult or emotional client situations; Responds promptly to client needs; Solicits client feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Design - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.
• Initiative - Undertakes self-development activities; Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation