Overview
Skills
Job Details
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Role: Sage Intacct Reporting & Dashboarding Consultant
Interview Process: 2 Video Interviews
Client Location: San Diego, CA
REMOTE: YES
Job Description
Our client is seeking an experienced Sage Intacct Consultant with strong expertise in reporting, dashboarding, and integrations to optimize visibility across key business functions. The organization is ready for its next phase of financial system maturity and is looking for a consultant who can deliver measurable wins within Sage Intacct s reporting and dashboarding capabilities.
The previous consultant completed the core implementation and initial reporting setup now the focus is on fine-tuning, automation, and building advanced dashboards that empower project managers and executives with real-time insights.
Day to day
- Enhance and streamline Sage Intacct reporting across financial, project, and operational areas.
- Develop a PM dashboard that clearly communicates job progress, costs, and key performance indicators for field operations.
- Audit and refine a laundry list of existing reports previously built during implementation.
- Leverage Intacct dashboards to deliver quick wins and improve day-to-day visibility for project management and accounting teams.
Technical Environment & Integrations
The client s Sage Intacct environment integrates with multiple third-party platforms critical to daily operations, including:
- Field Flow CRM and project management tool for scheduling, timesheets, and subcontractor tracking.
- Versapay Recently implemented AR automation integration.
- Temperscan Titanium Field operations management tool (custom API integration).
Additional integrations span labor tracking, disposal, and trucking management systems. Experience working with or troubleshooting API-based integrations is highly valuable.