Financial Reporting Consultant

Overview

This role involves designing, developing, and delivering custom financial and operational reports using Sage Intacct and Sage 300 CRE. You will ensure reporting is accurate, timely, and actionable for internal stakeholders and clients making data-driven decisions. The work is highly analytical and includes collaboration in client-facing environments.

Responsibilities

Report Creation and Management

• Design, develop, and maintain custom financial and operational reports and dashboards in Sage Intacct using:
  • Financial Report Writer
  • Interactive Custom Report Writer (ICRW)
  • Custom Report Wizard
  • Dashboards and Performance Cards
• Build and manage reports in Sage 300 CRE using Crystal Reports and Office Connector.
• Ensure reports support multi-entity, multi-currency, and department-specific needs.
• Align reporting outputs with month-end and quarter-end close cycles, as well as ad hoc reporting requests.
• Maintain high standards for data accuracy, consistency, and usability.

Data Replication and SQL Integration

• Replicate key data into SQL tables when built-in tools are insufficient for advanced reporting.
• Support advanced report generation using SQL and Crystal Reports.
• Troubleshoot data access and quality issues across systems and reports.

Collaboration and Stakeholder Support

• Partner with Accounting, Finance, and Business Operations teams to gather reporting requirements and deliver customized solutions.
• Provide guidance, documentation, and support to users for interpreting and modifying reports.
• Ensure clear documentation of report logic, data sources, and version history.
• Share reporting best practices and offer training to internal team members as needed.

Requirements

• 2+ years of experience with Sage Intacct, particularly in report development.
• Proficiency with:
  • Financial Report Writer
  • ICRW and Custom Report Wizard
  • Dashboards and Dimensions
  • Crystal Reports and Office Connector (Sage 300 CRE)
• Strong understanding of GAAP and financial reporting fundamentals.
• Experience with multi-entity and multi-currency environments.
• Ability to analyze and reconcile data across key accounting modules: AP, AR, GL, Projects, Time & Expenses.
• Working knowledge of SQL and stored procedures for reporting and data integration.
• High attention to detail, strong analytical thinking, and problem-solving abilities.
• Effective communicator able to work with both technical and non-technical stakeholders.

Preferred Qualifications

• Experience supporting clients or internal teams in the construction industry.
• Familiarity with Intacct platform services (Smart Rules, Smart Events, custom objects).
• Experience with external reporting tools (e.g., OMNI, Power BI).
• Degree in Accounting, Finance, Information Systems, or a related field.

Compensation & Benefits

• $65,000–$85,000 base salary

Work Environment & Tools

• ERP Platforms: Sage Intacct, Sage 300 CRE
• Reporting Tools: Crystal Reports, Office Connector, OMNI, SQL
• Data & Productivity Tools: Microsoft Excel, CSV import/export
• Collaboration Tools: Microsoft Teams, Salesforce Chatter
• Project Management & Documentation: Internal platforms
• Time and Case Management: Salesforce/Certinia

Eligibility

Candidates must be authorized to work in the US or Canada; sponsorship is not available.