Finance Consultant

Overview

A consulting team is seeking a Finance Consultant to partner with clients in delivering a variety of services centered on Vision/Vantagepoint system implementations. This role involves consultative training, troubleshooting, and providing guidance on best practices to optimize system performance. The consultant will evaluate client needs, present tailored solutions, and manage client and project activities such as budget monitoring, billing, collections, and identifying opportunities for additional services.

This position requires a blend of expertise, leadership, mentoring skills, and business acumen to add value to clients and support the growth of the consulting practice. Candidates with varying levels of experience are encouraged to apply, especially those with strong experience in Deltek Vantagepoint.

Responsibilities

• Serve as a trusted advisor to clients, delivering Vision/Vantagepoint implementations and advisory services
• Maintain accurate project documentation and coordinate with internal teams
• Proactively resolve client issues and ensure client satisfaction
• Develop detailed client deliverables with actionable recommendations
• Oversee project billing, collections, and monitor budgets
• Identify and pursue opportunities to expand client engagements, including cross-selling services
• Contribute to marketing materials, user group meetings, and sales support
• Mentor and guide other consultants to ensure high-quality, timely, and on-budget project delivery

Requirements

• Vantagepoint Accounting or Master Certification (must be completed before offer; can be obtained during interview process)
• Experience with:
  • Chart of Accounts, GL Accounts, and Posting
  • Cash Management and Bank Reconciliation
  • Accounts Payable, Accounts Receivable, Time & Expense Entry/Approval
  • Billing and Invoice Processing
  • Project Budgeting and Revenue Recognition
  • Labor Rate/Category Tables
  • Financial Reporting and Dashboards (intermediate level)
  • Multi-Company setups (basic knowledge)
  • Project Planning integration with Finance (basic knowledge)
  • Advanced Revenue Generation Methods (basic knowledge)
  • Overhead Allocation
  • Intercompany Transactions and Consolidations (basic knowledge)
  • Custom Workflows and Approvals (basic knowledge)
• Cross-functional knowledge with at least basic understanding of Resource Planning/Project Management or CRM
• Minimum 5 years using Deltek Vision/Vantagepoint
• Minimum 5 years accounting/finance experience in an architecture, engineering, or construction (AEC) industry firm
• At least 2 years of consulting experience

Preferred Experience

• Consulting on Deltek products for external clients
• Internal consulting or management of Deltek products, especially within finance teams

Compensation & Benefits

• Estimated salary range: $100,000 - $130,000, final offer based on skills, experience, certifications, and location
• Medical plans with options to fit different needs and budgets
• Access to zero-cost telehealth services and wellness discounts including gym memberships, nutrition, and mental health support
• Flexible paid time off policy plus 10 paid holidays
• Employer-backed Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs)
• Employer-paid life insurance, accidental death & dismemberment (AD&D), and comprehensive short- and long-term disability coverage
• Employee Assistance Program and personal insurance options

Location

This is a fully remote position, allowing work from anywhere within the United States.