Sage Intacct Consultant

Description

We are looking for an experienced Sage Intacct Consultant. This opportunity is ideal for a consultant who can partner closely with finance and operations stakeholders to design practical reporting solutions and improve visibility across the organization. The role will focus on building and refining standard reports, dashboards, and related data outputs in Sage Intacct while translating business needs into effective system-driven results.

Responsibilities:

Develop custom financial and operational reports within Sage Intacct to meet organizational reporting objectives.

Create and enhance dashboards that provide clear, actionable insight for finance and operational teams.

Configure and use dimensions effectively to support detailed reporting across departments, programs, or entities.

Work within multi-entity environments to produce accurate, consolidated, and entity-specific reporting outputs.

Gather reporting needs from stakeholders and convert business requirements into functional system solutions.

Support data extraction and exports for further analysis in Excel, Power BI, or other reporting tools.

Collaborate directly with finance and operations partners to troubleshoot reporting issues and recommend improvements.

Document reporting logic, configuration details, and business requirements to support consistency and future enhancements.

Requirements

5+ years of experience in ERP or CRM consulting, with strong expertise in Sage Intacct.
Demonstrated success creating custom reports for financial and operational use cases.
Hands-on experience with dashboards, dimensions, and reporting in multi-entity environments.
Ability to interpret business requirement documents and turn them into practical configurations or reporting solutions.
Familiarity with data exports, integrations, and downstream analysis using Excel, Power BI, or similar tools.
Strong communication skills with the ability to work effectively with finance and operations stakeholders.
Experience in a non-profit environment is preferred.

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