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Wipfli

Accounting, consulting, and advisory services provider

Senior Consultant - Sage Intacct Implementation

Implementation & Technical Account ManagementUpdated on Nov 11
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and experience is required.
  • At least five years of experience in a professional services firm or five years of private-industry experience focused on finance and/or accounting is required.
  • Implementation experience with Sage Intacct is required; experience with equivalent cloud-based technology may also be considered.
  • The candidate must be able to discuss real or potential problems with clients or project team members, listen, comprehend, confirm, and represent client requirements to stakeholders at various levels.
  • Occasional Monday-through-Friday travel is required.

Responsibilities

  • Prioritize, lead, and participate in efforts to help the team keep pace with developments in technology and consulting, including artificial intelligence, systems, and trends.
  • Provide direction, feedback, and leadership in an environment of rapid change.
  • Lead organizational continuous-improvement initiatives by identifying areas for enhancement, collaborating with cross-functional teams, and implementing strategies to improve overall performance.
  • Propose tailored solutions linked to client business needs.
  • Collect and analyze relevant data, conduct client interviews, prepare workpapers and reports, and serve as the lead subject-matter expert on projects.
  • Design and configure accounting systems in collaboration with client accounting and information technology leadership to streamline financial processes, maintain data integrity, and support compliance.
  • Generate financial and operational reports by analyzing data, synthesizing information, and presenting insights to stakeholders; collaborate with finance, operations, and relevant teams to ensure accurate and timely reporting.
  • Organize and establish project work plans, monitor progress, and help ensure projects are completed on time and within budget; escalate timeline, scope, and budget issues to the engagement manager and/or industry leader.
  • Lead service and business-development maturity, including the design and maintenance of assets and methodologies.
  • Train, mentor, and/or serve as a performance coach to Consultant I and Consultant II staff, and delegate and leverage work to support staff development.
  • Perform emergency on-site or remote support as needed.

Desired Qualifications

  • A bachelor's degree in a related field is preferred.
  • Training, support, or consulting advisory experience is preferred.
  • Experience with compliance or professional standards associated with the area of expertise is preferred.
  • Experience in the Non-Profit, Government, and Education or healthcare industries is preferred.
  • Working toward appropriate advanced certifications is preferred.

About the Company

Wipfli

Accounting, consulting, and advisory services provider

Wipfli provides CPA-style accounting, business consulting, technology, and advisory services to organizations. It blends traditional accounting with advisory work and industry-specific offerings, delivered through Wipfli LLP for attest services and Wipfli Advisory LLC for consulting, plus niche expertise such as tribal and gaming accounting gained through acquisitions. The firm differentiates itself by combining accounting and advisory under one umbrella, maintaining a national footprint with specialized industry knowledge and a growth strategy driven by acquisitions and private equity investment. Its goal is to help clients improve performance, manage risk, and grow through a broad, integrated set of services.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Wauwatosa, WI
Founded
1930

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