Sage Intacct Reporting and Custom Documents Specialist

About the role

Develop, test, and deliver client reports utilizing Sage Intacct Interactive Custom Report Writer, Interactive Visual Explorer, Custom Reports function, and Advanced Financial Reports within the Sage Intacct Platform. Provide technical expertise on complex implementation projects. Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions). Plan, manage and execute software implementations and training on reporting and document customizations. Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. Provide friendly on site and/or remote support for our clients using Sage Intacct accounting software. Investigate and resolve Sage Intacct user application questions and issues. Provide pre-sales support to identify client requirements, define scope and provide estimates for various engagements. DUTIES AND RESPONSIBILITIES: Engage with Intacct Consulting project teams to design, develop, and test advanced reporting related to Sage Intacct. Follow best practices and coding guidelines for reporting. Ensuring the safety and security of sensitive client information. Participate in meetings to understand business requirements and report development objectives. Provide guidance to the client and project team with respect to feasibility, complexity, and level of effort required to deliver a client solution. Assist Implementation Consultants and Project Managers with incorporating report development project plans into a master implementation project plan. Ensure the reporting and any reporting customization is designed and developed in accordance with the agreed upon plan and/or scope of work. Execute specific tasks on the project work plan, including but not limited to report design, document customization development, testing, installation and documentation of report and/or document customizations. Create and deliver weekly status reports of report development and/or document customization progress to the Project Manager and Practice Manager. Deliver project task responsibilities on schedule with integrity and the highest degree of client satisfaction. Ability to successfully multi-task across projects, clients, and internal activities. Provide on-site and/or remote support to users of Sage Intacct software applications. Research sources of errors, resolve problems and recommend program changes. Answer client inquiries regarding specific software such as Sage Intacct, configurations, printing, and market partner integrations that may relate to the development of client reporting. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems. Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions) that may have impact on the design and development of client custom reports or reporting environments within Sage Intacct. Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. Assist in the design or creation of on-going data imports and exports of data that may relate to the creation of client reports or custom documents. Create custom reports using Intacct reporting tools, such as Financial Report Writer, Custom Reports, Interactive Custom Report Writer, and Excel. Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibilities of other staff.