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Full-Time

Manager – Technology Advisory

Sage Intacct

Posted on 8/27/2024

Aprio

Aprio

1,001-5,000 employees

Business advisory and accounting services provider

Financial Services
Consulting

Mid

Remote in USA

US Citizenship Required

Category
IT Consulting
Consulting
Required Skills
NetSuite
Communications
Quickbooks
Customer Service
Requirements
  • Bachelor’s degree in accounting, finance, or MIS
  • CPA, CMA, or PMP certification is preferred
  • Two (2) + years’ experience in one or more of the following areas:
  • Consulting and implementing Sage Intacct, Restaurant365, NetSuite, Acumatica, or similar SaaS financial applications for multiple clients
  • Full-cycle accounting experience with financial close responsibility in the restaurant/hospitality industry
  • Client Accounting Services (CAS) role in a CPA firm or restaurant accounting firm
  • In-depth understanding of accounting standards, general ledger/subledger concepts, and financial close procedures
  • Advanced proficiency with Excel (pivot tables, VLOOKUP’s, macros, etc.) for efficient data mapping, integration, and migration of customer data
  • Ability to work effectively and professionally with employees at all levels of a client’s organization, including executive leadership
  • Self-motivated with excellent organization, communication, and collaboration skills
  • Excellent attention to detail, written and verbal communication, and high personal quality expectations
  • Ability to successfully multi-task across projects, customers, and internal activities
  • Highly enthusiastic, proactive, positive-minded, customer-focused, and service-oriented
  • Ability to work collaboratively in a team environment
Responsibilities
  • Configure and implement Sage Intacct accounting software, following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
  • Manage project timelines, deliverables, and resources efficiently, utilizing task management tools to ensure project milestones are met and communication is streamlined across all stakeholders.
  • Consult with clients to analyze, define, and document accounting workflows and functional requirements for the implemented solution
  • Develop and maintain expertise in Sage Intacct features and functionality applicable to the restaurant and hospitality industry
  • Perform accounting data conversions from various accounting systems (i.e. QuickBooks) to include data cleansing, data mapping, translations, validation, testing, and review
  • Design and build restaurant industry specific key performance indicators, reports, and dashboards
  • Conduct training for client end-users at all levels of the client organization
  • Respond to client technical support issues and own the successful resolution of support tickets
  • Work in a team-oriented environment and collaborate with Senior Consultants and practice leadership to ensure successful project delivery
  • Deliver prompt, concise, and friendly communication to build trust and long-term relationships with clients
  • Provide exceptional customer service to client personnel and internal team
  • Work with clients to understand business and back office requirements.
  • Define service scope (statement of work) and corresponding labor estimates to complete assignments.
  • Demonstrates ability to estimate and manage work assignments to budget.
  • Provide lead technical support in business development opportunities.
  • Assist in research of new technologies and trends that might impact our clients and make appropriate recommendations.
  • Team leadership, direction, and engagement supervision of Consultants.
  • Assist client with compliance areas associated with back office service
  • Manage assigned client service engagements
  • Execute assigned tasks relating to the client’s back office services or as assigned by the Consulting Manager
  • Communicate advice and answer questions of client staff relating to client’s back office services
  • Provide training or assistance to client staff relating to client’s back office services
  • Perform emergency on-site or remote support as needed as requested by client or other consultants when urgent issues arise.
  • Pursue advancement in technical back office service capabilities as well as advancement in “soft skill” competencies
  • Mentor other consultants and assist them with client management

Aprio provides business advisory and accounting services to help companies succeed. The firm specializes in tax, audit, and consulting services, catering to a wide range of clients from startups to established businesses. Aprio's team of experienced professionals collaborates with clients to create customized solutions that enhance growth and efficiency. Unlike many competitors, Aprio emphasizes a collaborative approach and invests in the professional development of its team, which contributes to its strong client relationships and high-quality service. The goal of Aprio is to assist businesses in navigating complex financial challenges and achieving their objectives.

Company Stage

N/A

Total Funding

$8.3M

Headquarters

Sandy Springs, Georgia

Founded

1952

Growth & Insights
Headcount

6 month growth

8%

1 year growth

8%

2 year growth

8%
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Simplify's Take

What believers are saying

  • The investment from Charlesbank Capital Partners will enable Aprio to invest in talent, technology, and corporate infrastructure, driving future growth.
  • Aprio's expansion into new markets, such as Texas and international capabilities with the Korean Audit Practice, indicates robust growth opportunities.
  • The addition of high-profile partners and leaders, like Mark Armstrong for the National Healthcare Practice, enhances Aprio's expertise and service offerings.

What critics are saying

  • The professional services market is highly competitive, requiring Aprio to continuously innovate to maintain its edge.
  • Rapid expansion and integration of new talent and practices could strain Aprio's resources and operational efficiency.

What makes Aprio unique

  • Aprio's collaborative approach and award-winning culture set it apart in the professional services market, fostering both client success and employee growth.
  • The strategic growth investment from Charlesbank Capital Partners positions Aprio for accelerated growth and enhanced client service, a significant advantage over competitors.
  • Aprio's broad range of services, from tax and audit to consulting, allows it to serve a diverse clientele, from startups to established enterprises, unlike firms that specialize in narrower niches.
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