Baker Tilly

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

Baker Tilly$64K — $123K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Management Information Systems/IT Systems, Accounting, or Business preferred.
  • 3+ years experience in creating/updating ICRW reports, writing SQL, and consulting on Sage Intacct or similar SaaS solutions.
  • Construction industry experience in accounting or operations is a plus.
  • Experience in the software delivery life cycle or as an end user in implementation/upgrade projects.
  • Proficient in SQL; able to write, analyze, and optimize queries.
  • Understanding of Sage Intacct object structures and ICRW capabilities.
  • Strong project management skills with ability to manage multiple projects.

Responsibilities

  • Create and update Interactive Custom Report Writer reports for multiple clients.
  • Stay current with Sage Intacct features and industry-specific knowledge, especially in construction.
  • Respond to customer support issues related to ICRW reports.
  • Design and build KPIs, reports, and dashboards tailored to client needs.
  • Collaborate with various departments to coordinate project execution and completion.
  • Engage in continuous learning and seek knowledge from on-the-job coaching.
  • Network and build relationships internally and with clients for mutual growth.

Benefits

  • Upward career trajectory and flexibility in work arrangements.
  • Access to firm-wide learning and development programs.
  • Opportunities to develop client service and technical skills.
  • Encouragement of work-life balance through team outings and social activities.
Full Job Description
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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