Financial Services Consultant
2 weeks ago
We are seeking a highly skilled Financial Services Consultant to join our team at Sage City. As a key member of our Professional Services group, you will be responsible for delivering exceptional consulting and software implementation services to our customers.
About the Role
- You will work closely with clients to understand their business needs and develop tailored solutions using Sage Intacct ERP financial management software and other related products.
- Your expertise in financial accounting and accounting principles will enable you to provide insightful guidance to customers, ensuring successful implementation and adoption of our software.
- With your strong analytical skills and experience working on multiple customer projects concurrently, you will be able to plan and deliver complex work assignments on-time and meet customer expectations.
Key Responsibilities
- Deliver high-quality consulting and software implementation services to customers following our Project Delivery Methodology and utilizing our service delivery tools.
- Design and configure solutions addressing customer requirements in the Sage Intacct core financials and related business functions/modules.
- Manage customer legacy system data migration, including performing data import template reviews, identifying/resolving population errors, and loading data via the Sage Intacct user interface.
- Develop dashboards, financial reports, custom reports, and invoice print templates.
- Provide regular status updates on work assignments to Project Managers and our customers.
- Stay current on the latest software features and enhancements released quarterly by Product Management.
Requirements
- Bilingual in English and French (Canada).
- 5+ years of experience providing consulting services to customers and implementing ERP/financial management software solutions (Sage Intacct experience preferred).
- Knowledge of financial accounting and accounting principles (MBA and/or CPA a plus).
- Exposure to a broad range of industries and business scenarios (examples include grant-based non-profit, software provider, contract management, services project accounting, revenue management, franchise model, wealth and asset management, healthcare, and warehouse/inventory management).
- Ability to work on multiple customer projects concurrently and plan and deliver disparate work assignments on-time.
What We Offer
- Competitive salary: $80,000 - $110,000 per year, depending on experience.
- Medical, Vision, and Dental plans 100% premium covered by Sage.
- 12-16 vacation days, 11 holidays, 3 personal, and 5 sick days.
- 5 paid yearly volunteer days through Sage Foundation.
- Parental leave (18 weeks after 12 months with Sage).
- Annual fitness reimbursement ($360) and tuition reimbursement ($5,250).
About Sage City
We celebrate individuality and welcome professionals from diverse backgrounds to join our dynamic team. At Sage City, we leverage the future of AI to empower millions of small and medium-sized businesses globally with technology to work faster and smarter. If you're passionate about delivering exceptional service and supporting business growth, we encourage you to apply.
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