Sage Intacct Senior Consultant specializing in Interactive Custom Report Writer (ICRW)

Baker Tilly•Houston, TX

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. Baker Tilly US, LLP (BT) is seeking a Sage Intacct Senior Consultant specializing in Interactive Custom Report Writer (ICRW). This role involves working directly with customers to deliver software solutions, focusing on high customer satisfaction and successful adoption. The firm offers opportunities for career growth, flexibility in work location, and strong relationships with clients and colleagues. The ideal candidate is motivated by working for a transparent, employee-focused firm and developing their client service and technical skills.

Requirements

Bachelor's Degree required, preferably in Management Information Systems/Information Technology Systems, Accounting, or Business (preferred if candidate has general understanding of accounting terms through previous courses or experience)
Three (3)+ years’ experience in any of the following, preferred: Creating, updating, and maintaining ICRW reports
Writing SQL to output data, preferably within ICRW to merge multiple reporting areas
Consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions
Construction industry experience working in accounting or operations (with general understanding of accounting principles)
Accounting and finance or similar as an end user of Sage Intacct or similar ERP system
Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade, preferred
SQL Ability to write, analyze and optimize logical SQL to create and update reports/data. Understand when and how to utilize SQL JOIN and UNION statements to combine data from different objects. Ability to read existing SQL, understand the purpose and output and troubleshoot to meet client requirements.
Sage Intacct Understanding of Sage Intacct object structure (e.g. header vs line/entries/detail objects, how objects relate via data sources)
Understanding of Interactive Custom Report Writer (ICRW) capabilities. Experience creating pivot tables, merging reporting areas, creating prompts,
Project Management Ability to understand client requirements and execute on project deliverables based on client requirements
Ability to estimate level of effort/hours based on project requirements
Manage 5+ concurrent projects, keeping internal and client stakeholders informed of project status and timeline
Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving
Strong leadership, organizational and analytical skills, initiative, adaptability
Eligibility to work in the U.S. without sponsorship

Nice To Haves

The construction vertical will be an area of focus

Responsibilities

Working with multiple customers to create and update Interactive Custom Report Writer (ICRW) reports within Sage Intacct.
Utilize project management best practices to deliver in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption.
Deepening knowledge of Sage Intacct including Platform Services object structures and relationships.
Staying current with the latest product features and enhancements, especially those related to ICRW.
Seeking deep vertical knowledge - the intricacies, terminology, and operational processes of the construction industry, including micro-verticals such as General Contracts, Developers, Specialty Contractors, Home Services, etc.
Responding to customer technical support issues related to ICRW reports.
Designing and building industry specific key performance indicators, reports, and dashboards.
Utilize ICRW but also custom report writer, financial report writer, interactive visual explorer (IVE), and dashboards as applicable.
Adapt to new technologies, modules, and platforms and upskill to deliver solutions with the best tool available.
Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs – seek knowledge.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
Enjoy friendships, social activities and team outings that encourage work-life balance.