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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Sage Intacct and FloQast for financial management, ensuring compliance with GAAP while optimizing financial processes and providing strategic advisory services. Proven ability to lead client engagements, mentor staff, and drive continuous improvement initiatives in accounting practices.
Highest-signal resume keywords
Sage Intacct ProficiencyFloQast ExperienceFinancial Statement PreparationGAAP ComplianceClient Advisory Services
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 ExperienceFinancial ReportingJournal EntriesAccrualsFinancial ReconciliationsPayroll ProcessingSales Tax FilingsFinancial AuditsMulti-Entity AccountingFinancial Forecasting
Soft Skills
Analytical SkillsProblem-Solving MindsetEffective CommunicationMentoringCollaboration
Tools & Technologies
Sage IntacctFloQastQuickBooks OnlineCloud-Based Financial ToolsERP Implementations
Certifications & Qualifications
CPACPA Eligibility
Industry Keywords
Outsourced AccountingAdvisory ServicesFinancial ConsultingSaaSFinancial Technology Integration
Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Serve as a strategic advisor and mentor within the Client Accounting Advisory Services team
- Manage client engagements and optimize financial processes
- Lead month-end and year-end close processes, including journal entries, accruals, and financial reconciliations
- Prepare and analyze financial statements, management reports, and financial forecasts
- Ensure compliance with GAAP and financial controls and maintain audit-ready records
- Use FloQast for close management, reconciliation tracking, and workflow automation
- Serve as a trusted financial advisor and provide data-driven recommendations to clients
- Lead client onboarding and Sage Intacct implementations
- Provide fractional Controller-level support
- Assist with accounting-system implementation and migration
- Analyze and optimize clients’ Sage Intacct usage
- Train clients on Sage Intacct
- Conduct quarterly financial reviews with clients
- Maintain minimum billable hours
- Recommend improvements to clients’ HR and payroll efficiency
- Collaborate with sales and account management teams
- Identify service expansion opportunities
- Leverage Sage Intacct and QuickBooks Online for reporting, automation, and process optimization
- Implement financial-operations best practices, automation, standardization, and internal controls
- Support financial technology integration projects
- Assist with payroll processing and compliance
- Optimize reconciliation and close processes
- Drive continuous improvement initiatives
- Guide and mentor Staff Accountants
- Review Staff Accountant work for accuracy and adherence to best practices
- Act as a subject matter expert for Sage Intacct, QuickBooks Online, and other cloud-based financial tools
- Participate in global accounting meetings
- Work cross-functionally with operations and finance teams
- Assist with audit schedules, tax filings, and financial compliance documentation
- Prepare financial data, reports, and insights for leadership
Requirements
What you’ll need- 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant or Sr. Controller, preferably in outsourced accounting, advisory services, or a CPA firm
- Bachelor’s degree in Accounting, Finance, or a related field; CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience
- Proficiency in Sage Intacct (Required), including core financial modules, financial report creation, multi-entity environments, and advanced workflows
- Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required)
- Strong technical expertise in multi-entity, multi-currency accounting functions
- Experience with payroll, sales tax filings, and financial audits
- Strong analytical skills with a proactive problem-solving mindset
- Background in SaaS, outsourced accounting, or financial consulting preferred
- Familiarity with ERP implementations and financial technology integrations preferred
- Experience in client-facing financial advisory roles preferred
- Ability to work a flexible and regular full-time schedule
- Ability to sit and work at a computer for extended periods
- Ability to communicate effectively with a diverse audience in person, by phone, and by computer
Benefits
Comp & perks- Equal opportunity employer
- Inclusive work environment
- Flexible and regular full-time schedule
- Remote work setting
- Open office setting option
- Onsite travel based on business and management needs
