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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial software implementation, including Sage Intacct and Sage 300 Cloud, with a strong foundation in accounting principles and financial reporting. Proven ability to manage ERP lifecycles, client training, and project documentation while maintaining high client satisfaction and quality standards.
Highest-signal resume keywords
Sage Intacct ConfigurationERP Implementation ManagementFinancial Reporting ExpertiseClient Relationship ManagementProject Tracking Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting PrinciplesFinancial ReportingReconciliationsMonth-End CloseInternal ControlsSystem OnboardingFinancial Software ImplementationMulti-Entity AccountingMulti-Currency AccountingWorkflow Recommendations
Soft Skills
Strong CommunicationClient Service SkillsDocumentation SkillsAbility to Manage Multiple PrioritiesProblem-Solving
Tools & Technologies
Sage 300 CloudQuickBooks OnlineXeroFloQastAsanaMonday.com
Industry Keywords
Financial TechnologyOutsourced AccountingClient Accounting Advisory ServicesProfessional ServicesFinancial Consulting
Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Complete structured onboarding and training on financial software platforms, implementation methodology, and client delivery standards
- Support end-to-end financial software implementations during initial training, including discovery, requirements gathering, configuration, testing, training, and go-live support
- Independently own assigned ERP implementation lifecycles after completing training and competency milestones
- Plan projects, configure solutions, manage deliverables and deadlines, lead client training, support go-live, and provide post-implementation support
- Translate client finance requirements into system setup, solution design, and workflow recommendations
- Configure Sage Intacct, Sage 300 Cloud, and related solutions, including entities, chart of accounts, dimensions, reporting structures, workflows, approvals, and financial processes
- Conduct testing, troubleshooting, system validation, and issue resolution
- Prepare client-facing documentation, process guidance, and handover materials
- Advise clients on accounting workflows, financial reporting, reconciliations, approvals, internal controls, and month-end processes
- Identify automation, standardisation, and financial-system improvement opportunities
- Build trusted client relationships and respond to client questions
- Communicate project progress, risks, blockers, dependencies, and next steps to clients and internal stakeholders
- Track implementation tasks, deliverables, deadlines, risks, and blockers in the team’s system of record
- Identify scope changes, assess delivery impact, and recommend resolution or escalation
- Maintain quality, billable utilisation, project deadlines, and client satisfaction targets
- Collaborate with senior consultants, project leads, team managers, support, sales, finance, account management, and client accounting teams
- Contribute to project documentation, lessons learned, reusable assets, implementation best practices, and continuous improvement initiatives
- Identify opportunities for process improvement, client value, service expansion, and appropriate upselling
- Support client concerns and escalations and provide cross-functional technical and functional assistance
- Participate in industry events, partner engagement, global networking groups, and internal innovation and change initiatives
Requirements
What you’ll need- 3+ years of accounting, finance, outsourced accounting, advisory, audit, controller, or financial operations experience
- Bachelor’s degree in Accounting, Finance, Business, Information Systems, or a related field; equivalent relevant experience will also be considered
- Strong understanding of accounting principles, financial reporting, reconciliations, month-end close, internal controls, and business processes
- Interest in moving into a financial technology, ERP, or software implementation consulting career
- Comfortable learning new systems and using technology to solve finance and reporting challenges
- Strong communication, documentation, and client service skills
- Ability to manage multiple priorities, meet deadlines, and work effectively in a remote or hybrid environment
- Preferred experience with Sage Intacct, Sage 300 Cloud, QuickBooks Online, Xero, FloQast, or similar financial systems
- Preferred exposure to ERP implementations, financial technology projects, system onboarding, or software training
- Preferred experience in outsourced accounting, client accounting advisory services, SaaS, professional services, or financial consulting
- Experience with multi-entity, multi-currency, or multi-client accounting environments
- Familiarity with project tracking tools such as Asana, Monday.com, or similar task management systems
- Ability to work across different time zones with international partners
- Ability to travel onsite based on business and management needs
Benefits
Comp & perks- Full-time position
- Flexible and regular full-time schedule
- Remote or open-office work environment
- Opportunity to work with global teams and international partners
- Structured onboarding and training on financial software platforms, implementation methodology, and client delivery standards
- Ongoing learning and professional development through internal training, knowledge-sharing, and continuous improvement initiatives
- Exposure to industry conferences, global networking groups, partner engagement, and knowledge-sharing activities
- Equal opportunity and inclusive work environment
