Sage Intacct Implementation Consultant
Cohen & Co, Milwaukee, WI, United States
Are you passionate about transforming finance operations through technology? As a Sage Intacct Implementation Consultant, you’ll take the lead in designing, developing, and delivering end-to-end Sage Intacct implementations that drive meaningful impact for our clients. In this highly collaborative role, you’ll partner closely with cross‑functional teams—both onshore and offshore—as well as clients and external vendors to ensure Sage Intacct and integrated solutions are thoughtfully designed, seamlessly executed, and built to evolve alongside our clients’ growing business needs. If you enjoy combining technical expertise with client‑facing strategy and thrive in a fast‑paced, team‑oriented environment, this role offers the opportunity to make a lasting difference.
Essential Duties
Lead complex Sage Intacct implementation projects from discovery through go‑live and post‑implementation support
Serve as primary client liaison and trusted advisor throughout the engagement lifecycle
Design and architect solutions that align with client business requirements and industry best practices
Conduct business process analysis and recommend process improvements
Provide strategic guidance on financial reporting, compliance, and system optimization
Mentor and develop junior team members and consultants
Lead clients in analyzing data and provide recommendations in system design and integration
Support clients with cleansing and migration of historical data
Develop integrations to and from Sage Intacct with additional client systems
Develop systems strategy and support definition of system requirements to design, prototype, test, train, define support procedures, and implement practical business solutions utilizing Sage Intacct
Required Qualifications
Bachelor’s degree in Management Information Systems, Computer Science, Software Engineering, Finance, Accounting, or a related field required (or equivalent professional experience)
1+ years of project management experience
Sage Intacct Implementation Certification or ability to obtain within 6 months of hiring
Advanced knowledge of Systems Delivery Life Cycle and Software Development Lifecycle.
Demonstrated record of successful systems and process improvements and continuous on-time execution toward deliverables or milestones.
Preferred Technical Experience & Business Skills
Sage Intacct Core Mastery: Advanced proficiency in common Sage Intacct modules including General Ledger, Accounts Payable/Purchasing, Accounts Receivable/Order Entry, Cash Management, Financial Reporting, and Budgeting
Sage Intacct Extensive Module Competency: Proficiency in add on modules within Sage Intacct including smart rules, fixed asset, consolidations, dynamic allocations, SIP, inventory, revenue mgmt. Project Costing & Billing, Inter‑Entity Transaction Setup, Pre‑paid expense amortization, Printed Document Template Customization
Reporting & Analytics: Expertise in creating custom reports, dashboards, and utilizing Sage Intacct's reporting capabilities
Financial Acumen: Strong understanding of accounting principles, financial processes, and compliance requirements
Business Analysis: Ability to analyze complex business requirements and translate them into a technical solution
Industry Knowledge: Understanding of industry‑specific requirements and best practices; preferred industry experience within Hospitality, Not For Profit, and broad mid‑market level organizations
Project Leadership: Proven track record of managing complex, multi‑phase implementation projects
Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem‑solving
Strong leadership, project management, organizational and analytical skills, initiative and adaptability
Locations
Akron, Cleveland, & Youngstown, OH; Baltimore, MD; Buffalo, New York, & Westchester NY; Chicago & Deer Park, IL; Denver, CO; Detroit & St. Clair Shores, MI; Milwaukee, WI; Philadelphia & Pittsburgh, PA
Who We Are Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth‑oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Estimated Salary Range: $60,000 - $85,000 Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
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Essential Duties
Lead complex Sage Intacct implementation projects from discovery through go‑live and post‑implementation support
Serve as primary client liaison and trusted advisor throughout the engagement lifecycle
Design and architect solutions that align with client business requirements and industry best practices
Conduct business process analysis and recommend process improvements
Provide strategic guidance on financial reporting, compliance, and system optimization
Mentor and develop junior team members and consultants
Lead clients in analyzing data and provide recommendations in system design and integration
Support clients with cleansing and migration of historical data
Develop integrations to and from Sage Intacct with additional client systems
Develop systems strategy and support definition of system requirements to design, prototype, test, train, define support procedures, and implement practical business solutions utilizing Sage Intacct
Required Qualifications
Bachelor’s degree in Management Information Systems, Computer Science, Software Engineering, Finance, Accounting, or a related field required (or equivalent professional experience)
1+ years of project management experience
Sage Intacct Implementation Certification or ability to obtain within 6 months of hiring
Advanced knowledge of Systems Delivery Life Cycle and Software Development Lifecycle.
Demonstrated record of successful systems and process improvements and continuous on-time execution toward deliverables or milestones.
Preferred Technical Experience & Business Skills
Sage Intacct Core Mastery: Advanced proficiency in common Sage Intacct modules including General Ledger, Accounts Payable/Purchasing, Accounts Receivable/Order Entry, Cash Management, Financial Reporting, and Budgeting
Sage Intacct Extensive Module Competency: Proficiency in add on modules within Sage Intacct including smart rules, fixed asset, consolidations, dynamic allocations, SIP, inventory, revenue mgmt. Project Costing & Billing, Inter‑Entity Transaction Setup, Pre‑paid expense amortization, Printed Document Template Customization
Reporting & Analytics: Expertise in creating custom reports, dashboards, and utilizing Sage Intacct's reporting capabilities
Financial Acumen: Strong understanding of accounting principles, financial processes, and compliance requirements
Business Analysis: Ability to analyze complex business requirements and translate them into a technical solution
Industry Knowledge: Understanding of industry‑specific requirements and best practices; preferred industry experience within Hospitality, Not For Profit, and broad mid‑market level organizations
Project Leadership: Proven track record of managing complex, multi‑phase implementation projects
Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem‑solving
Strong leadership, project management, organizational and analytical skills, initiative and adaptability
Locations
Akron, Cleveland, & Youngstown, OH; Baltimore, MD; Buffalo, New York, & Westchester NY; Chicago & Deer Park, IL; Denver, CO; Detroit & St. Clair Shores, MI; Milwaukee, WI; Philadelphia & Pittsburgh, PA
Who We Are Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth‑oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Estimated Salary Range: $60,000 - $85,000 Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#J-18808-Ljbffr