Implementation Consultant

Overview

This role supports new customers through the full implementation lifecycle—from signed contract to go-live—so they can trust and use accurate financial reports. After go-live, you continue as a trusted partner, helping customers troubleshoot issues, improve reporting outputs, and ensure finance teams feel confident in the numbers.

Responsibilities

• Review the customer’s general ledger setup, including chart of accounts, dimensions, and entities; map these for reporting
• Build report definitions, including row/column structures, calculations, and report layouts for:
  • P&Ls
  • Balance sheets
  • Cash flow statements
  • Budget vs. actual
  • Consolidated reports
• Configure budgeting models and multi-currency translation where needed
• Validate report output against the customer’s trial balance and resolve variances
• Work with the customer’s technical team to confirm the general ledger data connection is complete and accurate
• Train finance users and administrators through live sessions and written guides
• Manage multiple implementations simultaneously, tracking tasks, risks, and go-live dates
• Provide ongoing support to live customers by email and screen share, resolving report, budget, and data questions quickly
• Troubleshoot report and data issues, identify root causes, and follow through until the customer is satisfied
• Help customers build new reports and update existing ones as business needs, charts of accounts, or reporting requirements change
• Hold periodic check-ins to review how customers use the applications and recommend improvements
• Document common issues and solutions to support a knowledge base
• Share customer feedback with the Development Team to improve onboarding and the software

Requirements

• Bachelor’s degree in accounting, finance or a related field
• 3+ years of accounting experience (e.g., staff accountant, senior accountant, GL accountant, or controller)
• Hands-on experience building financial statements and management reports
• Experience implementing a general ledger, ERP, or financial reporting application, including work such as:
  • Setting up the chart of accounts
  • Dimensions and entities
  • Report packages
• Strong understanding of the general ledger, account structures, month-end close, and core financial statements
• Customer-first attitude with clear communication (writing, calls, and training sessions)
• Ability to manage several projects and deadlines at once with little oversight

Preferred Qualifications

• Experience with ERP or accounting systems such as NetSuite, Business Central, Sage Intacct or Acumatica
• Experience with financial report writers, budgeting, or FP&A tools
• Familiarity with multi-entity consolidations and currency translation
• Working knowledge of SQL or data mapping
• Prior customer-facing role at a software company or consulting firm

Compensation & Benefits

• Salary range: $100,000 - $110,000
• Paid Time Off and company holidays
• 401(k) plan with company participation
• 100% company-paid employee health, dental, life, and short-term disability insurance
• Additional voluntary benefits

Location

• Naples, FL or US East Coast