Sage Intacct Consultant (Contract)

Overview

An organization is seeking an experienced Sage Intacct Consultant on a contract basis to review and optimize a recent Sage Intacct implementation. The consultant will assess the current system setup, identify opportunities to improve configuration, reporting, and workflows, and ensure the environment aligns with business needs and best practices. This role involves close collaboration with Corporate Accounting and Client Finance teams and requires the ability to customize the system to support complex client reporting requirements.

Responsibilities

• Review the current Sage Intacct configuration to ensure alignment with business requirements, accounting needs, and best practices.
• Identify and implement system improvements to optimize workflows, strengthen internal controls, and enhance usability for finance and operational teams.
• Design, build, and customize complex client reporting, dashboards, dimensions, and other reporting tools for internal and external use.
• Refine reporting structures, forecast reports, and budget templates to improve financial visibility, planning, and decision-making.
• Evaluate integrations with third-party platforms such as CRM, relocation, and expense management systems; recommend or implement necessary adjustments.
• Troubleshoot system issues, provide user support, and deliver guidance or training to improve adoption and effective system use.
• Establish and promote best practices for month-end and year-end close, data quality, system governance, and ongoing administration.
• Document findings, recommended changes, system configurations, and updated procedures to support continuity and long-term maintainability.
• Provide strategic recommendations to improve the efficiency, scalability, and reporting capabilities of the Sage Intacct environment.

Required Qualifications

• Proven experience with Sage Intacct review, optimization, administration, and post-implementation support.
• Strong understanding of accounting principles, financial operations, and GAAP.
• Experience assessing ERP configurations and recommending or implementing improvements based on business requirements and best practices.
• Demonstrated expertise in custom report writing, dashboard development, and complex client reporting within Sage Intacct.
• Experience with financial systems integrations, issue resolution, and process improvement across cross-functional teams.
• Strong analytical, problem-solving, communication, and project management skills.
• Advanced Excel skills, including pivot tables, formulas, and data analysis.
• Sage Intacct certification such as Implementer or Administrator credentials.
• Experience with Interactive Custom Report Writer and Sage Intacct Budgeting and Planning.
• Experience building API integrations and supporting broader ERP migration initiatives.
• Background in accounting, finance, or a related field; CPA designation is a plus.
• Experience in multi-entity, multi-currency environments and financial consolidations.

Engagement Details

• Type: Contract (hourly at $125+ per hour or project-based)
• Location: Remote or hybrid, depending on project needs
• Duration: Based on scope of review, recommendations, and system refinements
• Start Date: As soon as available

Key Deliverables

• Comprehensive assessment of the recent Sage Intacct implementation, identifying gaps, risks, and opportunities for improvement.
• A stable, well-configured Sage Intacct environment aligned with business and reporting requirements.
• Optimized workflows supporting budgeting, forecasting, and operational reporting.
• Customized reporting solutions that support complex client reporting and enhance financial visibility, including client-level profitability reporting with margin and cost driver insights.
• Documented recommendations, updated configurations, and refined processes to support continuity, scalability, and efficient finance operations.