Financial Reporting Consultant

Overview

The organization is seeking a skilled, detail-oriented Financial Reporting Consultant to join its Business Intelligence Group. This role involves designing, developing, and delivering custom financial and operational reports using Sage Intacct and Sage 300 CRE. The outputs support internal stakeholders and clients in making data-driven decisions by ensuring information is accurate, timely, and insightful in multi-entity 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 accommodate 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 & Stakeholder Support

• Work directly 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 provide training to internal team members as needed.

Qualifications Required

• 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 capable of working 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

• Base salary: $65,000–$85,000

Location

• Remote environment (ability to work effectively remotely required).
• Candidates must be authorized to work in the US or Canada; sponsorship cannot be provided at this time.