Senior Consultant, Sage Intacct Implementation

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At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

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People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Job Summary

Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions. The Senior Sage Intacct Implementation Consultant will play a key role in our national-based client support with both small and large scale implementations.  

Essential Responsibilities:  

• Prioritizes, leads, and participates in efforts to ensure the team keeps pace in the evolution of technology and consulting including AI, systems, and trends. 
• Provides direction, feedback, and leadership in an environment of rapid change.  
• Leads continuous improvement initiatives within the organization by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to enhance overall performance. 
• Proposes tailored solutions that are linked to client business needs. 
• Collects and analyzes relevant data, conducts client interviews, prepares workpapers and reports, and serves as lead subject matter expert on projects. 
• Plays a pivotal role in designing and configuring accounting systems, working in collaboration with accounting and IT client leadership to establish robust systems that streamline financial processes, maintain data integrity, and support compliance. 
• Generates comprehensive financial and operational reports by analyzing data, synthesizing information, and presenting key insights to stakeholders. Collaborate closely with finance, operations, and other relevant teams to ensure accurate and timely reporting. 
• Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget. Escalates issues with timeline, scope and budget to engagement manager and/or industry leader.  
• Serves as a lead in services and business development maturity including asset and methodology design and upkeep. 
• Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development. 
• Perform emergency on-site or remote support as needed. 

Required Qualifications: 

• Bachelor’s Degree or an equivalent combination of education and experience. 
• 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on the financial and/or accounting space. 
• Implementation experience with Sage Intacct (experience with an equivalent Cloud-based technology may also be considered).
• Openly discusses real or potential problems with clients or project team members, listening, comprehending, confirming, and representing client requirements with various levels of stakeholder. 
• Occasional Monday through Friday travel required 

Preferred Qualifications: 

• Bachelor’s Degree in related field 
• Training, support or consulting advisory experience.  
• Experience with compliance or professional standards associated with area of expertise. 
• Experience in the NGE (Non-Profit, Government, and Education) or Healthcare industry.
• Works towards obtaining additional appropriate advanced certifications. 

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

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Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected] 

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.