Finance Consultant, Deltek Vision/Vantagepoint

Stambaugh Ness

. Partner with clients to deliver Vision/Vantagepoint system implementations .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Vantagepoint system implementations and financial management, with a strong focus on client satisfaction and project delivery. Proven ability to mentor consultants and provide tailored solutions that enhance operational efficiency.

Highest-signal resume keywords

Vantagepoint Accounting CertificationDeltek Vantagepoint ExpertiseProject Budgeting & Revenue RecognitionConsulting ExperienceFinancial Reporting Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Chart of AccountsCash ManagementBilling & Invoice ProcessingLabor Rate TablesOverhead AllocationIntercompany TransactionsProject Planning IntegrationTime & Expense EntryFinancial ReportingAdvanced Revenue Generation Methods

Soft Skills

Mentoring SkillsClient Relationship ManagementProblem-SolvingConsultative TrainingCommunication Skills

Tools & Technologies

Vision/Vantagepoint SystemFinancial DashboardsResource Planning ToolsCRM Systems

Certifications & Qualifications

Vantagepoint Master Certification

Industry Keywords

Accounting/Finance ExperienceAE-Industry FirmProject ManagementClient EngagementService Standards

About the role

Key responsibilities & impact

Partner with clients to deliver Vision/Vantagepoint system implementations
Provide consultative training, troubleshooting, and guidance on best practices
Evaluate client needs and present tailored solutions
Provide trusted advisory services
Maintain accurate project records
Coordinate with internal teams and proactively resolve client issues
Develop client deliverables with detailed findings and actionable recommendations
Monitor project budgets
Oversee project billing and collections
Ensure client satisfaction according to SNZweig service standards
Identify opportunities to expand client engagements and cross-sell services
Contribute to marketing collateral, user group meetings, and sales support
Mentor and guide other consultants
Ensure high-quality, on-time, and within-budget delivery
Assess client and project management activities
Help optimize Vision/Vantagepoint system performance

Requirements

What you’ll need

Vantagepoint Accounting or Master Certification preferred
Experience with Chart of Accounts, GL Accounts and Posting
Experience with Cash Management/Bank Reconciliation
Experience with AP, AR, Time & Expense Entry/Approval
Experience with Billing & Invoice Processing
Experience with Project Budgeting & Revenue Recognition
Experience with Labor Rate/Category Tables
Intermediate knowledge of Financial Reporting/Dashboards
Basic knowledge of Multi-Company
Basic knowledge of Project Planning integration with Finance
Basic knowledge of Advanced Revenue Generation Methods
Experience with Overhead Allocation
Experience with Intercompany Transactions and Consolidations
Basic knowledge of Custom Workflows and Approvals
At least basic cross-functional knowledge of Resource Planning/Project Management or CRM
5+ years using Deltek Vision/Vantagepoint
5+ years of accounting/finance experience in an AE-industry firm
2+ years of consulting experience
Strong experience with Deltek Vantagepoint
Expertise, leadership, mentoring skills, and business acumen
Ability to work remotely in the United States

Benefits

Comp & perks

Three medical plans
Teladoc's zero-cost telehealth services
Husk Wellness discounts on gym memberships, nutrition guidance, and mental health support
Flexible PTO policy
10 paid holidays
Employer-backed HSAs and FSAs
Employer-paid life insurance
Employer-paid AD&D insurance
Comprehensive short- and long-term disability coverage
Employee Assistance Program
Access to InsurChoice for personal insurance options
Fully remote work