Sr. Accountant - Contractor

Overview

This is a fully remote independent contractor role for a Senior Accountant with a focus on Sage Intacct. The position serves as a strategic advisor and mentor within a Client Accounting Advisory Services (CAAS) team. While there are no direct reports, strong leadership, mentorship, and collaboration are required to guide staff and senior staff accountants and support client success.

This role is available anywhere in the U.S. The position reports to the Team Manager(s).

Responsibilities

Global Support

• Operate within a global framework to support teams, meet deadlines, and participate in virtual meetings across multiple time zones (Canada, South Africa, U.K., or the U.S.) as needed.
• Collaborate with international stakeholders by adjusting to varying schedules and priorities.
• Facilitate communication and coordination across CAAS teams to support sales operational efficiency.
• Maintain scheduling flexibility for time-sensitive tasks and cross-regional collaboration.

Advanced Accounting & Financial Analysis

• Lead month-end and year-end close processes, including journal entries, accruals, and financial reconciliations.
• Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making.
• Ensure compliance with GAAP and maintain audit-ready financial controls and records.
• Use FloQast for close management, reconciliation tracking, and workflow automation.

Client Advisory & Relationship Management

• Serve as a trusted financial advisor to clients, providing data-driven insights and recommendations.
• Lead client onboarding and Sage Intacct implementations to optimize financial systems.
• Provide fractional Controller-level support, including strategic financial insights and operational efficiencies.
• Assist with implementation and migration of accounting systems to ensure smooth onboarding and system optimization.
• Conduct systems analysis to evaluate and optimize client utilization of Sage Intacct, ensuring alignment with operational goals.
• Deliver tailored training to help clients effectively use Sage Intacct and maximize long-term success.
• Conduct quarterly financial reviews with clients, providing actionable insights to improve business performance.

Client Engagement & Project Contribution

• Maintain minimum billable hours as defined by leadership.
• Provide strategic recommendations to improve clients’ HR and payroll efficiency.
• Collaborate with sales/account management teams to align deliverables with scope and client expectations.
• Identify service expansion opportunities and areas of client value.

Technology & Operational Efficiency

• Leverage Sage Intacct and QuickBooks Online as primary accounting platforms for financial reporting, automation, and process optimization.
• Implement best practices for financial operations, including automation, process standardization, and internal controls.
• Support financial technology integration projects to enable seamless adoption of new tools for accounting, payroll, and reporting.
• Assist in payroll processing and compliance, supporting accurate wage calculations, tax filings, and reporting.
• Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct to improve efficiency, accuracy, and timeliness.
• Drive continuous improvement initiatives by staying ahead of industry trends and technological advancements.

Senior Mentorship

• Guide and mentor Staff Accountants by providing technical expertise, process training, and career development support.
• Review work prepared by Staff Accountants to ensure accuracy and adherence to best practices.
• Serve as a subject matter expert for Sage Intacct, QuickBooks Online (QBO), and other cloud-based financial tools, supporting internal training and implementation efforts.
• Foster continuous improvement and knowledge-sharing within the CAAS team.
• Collaborate across departments to enhance service offerings and improve client outcomes.
• Stay current on industry trends to drive continuous improvements in outsourced accounting services.

Internal Collaboration & Process Alignment

• Participate in global accounting meetings to ensure consistency and compliance across financial processes.
• Work cross-functionally with operations and finance teams to align accounting practices with business needs.
• Assist in preparation of audit schedules, tax filings, and financial compliance documentation.
• Support leadership by preparing financial data, reports, and insights for internal decision-making.

Requirements

• 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant, or Sr. Controller, preferably in outsourced accounting, advisory services, or a CPA firm.
• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience.
• Proficiency in Sage Intacct (Required), including:
  • Experience with Core Financial Modules
  • Experience creating Financial Reports
  • Experience with Multi-Entity environments
  • Experience with Advanced Workflows
• Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required).
• Strong technical expertise in multi-entity, multi-currency accounting functions.
• Experience with payroll, sales tax filings, and financial audits.
• Strong analytical skills with a proactive problem-solving mindset.

Preferred Qualifications

• Background in SaaS, outsourced accounting, or financial consulting.
• Familiarity with ERP implementations and financial technology integrations.
• Experience in client-facing financial advisory roles.

Compensation & Benefits

• Not specified.

Location

• Fully remote; can be based anywhere in the U.S.

Work Environment

• Work can take place in an open office setting or remote setting with the expectation to travel onsite based on business and management needs.
• Full-time position requiring the ability to work a flexible and regular full-time schedule.
• Requires the ability to sit and work at a computer for extended periods and communicate effectively with a diverse audience in person, by phone, and by computer.

Equal Opportunity

• The employer is an equal opportunity employer and encourages applications from qualified candidates of all backgrounds without regard to legally protected characteristics.