Sage Intacct Technical Manager

Cherry Bekaert•San Diego, CA

23h•$97,000 - $169,800

About The Position

The Sage Intacct Technical Manager is a senior technical resource for complex Sage Intacct solutions, focusing on advanced reporting, elevated technical requests, solution design, and technical support escalation. The role requires strong knowledge of the Sage Intacct implementation lifecycle and the ability to configure and implement the platform, while concentrating on requirements beyond standard implementation configuration. The Technical Manager serves as the practice subject matter expert for Interactive Custom Report Writer (ICRW), Advanced Financial Reports, Financial Report Writer, Interactive Visual Explorer (IVE), Custom Reports, Custom Documents, imports and exports, integrations, and complex Sage Intacct configurations. The role partners with implementation consultants, project managers, support resources, and clients to evaluate technical requirements, design scalable solutions, troubleshoot complex issues, and establish technical best practices. The position provides technical leadership, mentoring, and day-to-day direction to reporting, implementation, and support resources as appropriate. Formal personnel management responsibilities may be assigned based on team structure.

Requirements

Bachelor's degree or equivalent combination of education and relevant professional experience.
Sage Intacct certification and strong hands-on implementation and configuration experience.
Demonstrated expertise with ICRW and advanced Sage Intacct financial and operational reporting.
Strong knowledge of multi-object reporting, dimensional structures, calculated fields, filtering, report logic, and multi-entity reporting.
Experience with IVE, Custom Reports, Custom Documents, Financial Report Writer, and related Sage Intacct functionality.
Experience troubleshooting complex Sage Intacct configuration, reporting, integration, and import/export issues.
Strong understanding of accounting concepts, financial statements, and operational reporting requirements.
Ability to translate complex business requirements into scalable technical solutions.
Strong analytical, technical troubleshooting, and root-cause analysis skills.
Experience providing technical leadership, mentoring, or escalation support.
Excellent written and verbal communication skills, including the ability to explain technical concepts to technical and non-technical audiences.
Advanced Microsoft Excel skills.

Nice To Haves

Advanced SQL knowledge, particularly in support of ICRW and complex reporting logic.
Experience with Velixo, Nectari, SEI, Power BI, or other business intelligence and reporting solutions.
Experience with Sage Intacct APIs, web services, Marketplace solutions, or third-party integrations.
Familiarity with XML, XSL/XSLT, JavaScript, PHP, HTML, or related technologies.
Experience in complex multi-entity or multi-dimensional Sage Intacct environments.
Construction, professional services, or project-based accounting experience.

Responsibilities

Serve as the primary technical resource for complex Sage Intacct reporting requests, including ICRW, Advanced Financial Reports, Financial Report Writer, IVE, Custom Reports, Custom Documents, and Excel-based reporting solutions.
Design complex ICRW reports incorporating multi-object relationships, calculations, advanced filtering, formulas, and SQL-based logic.
Develop sophisticated financial and management reporting, including multi-entity, consolidated, dimensional, operational, and executive reporting.
Evaluate reporting requirements and recommend solutions based on functionality, data structure, performance, scalability, and maintainability.
Troubleshoot complex reporting issues involving data relationships, dimensions, calculations, report logic, and performance.
Establish reporting standards, testing procedures, documentation requirements, and reusable reporting solutions.
Serve as the escalation point for complex or non-standard Sage Intacct technical requests beyond routine implementation or support.
Translate business requirements into technical solutions using Sage Intacct configuration, reporting, integrations, imports, exports, or complementary applications.
Troubleshoot complex issues involving configuration, data, reporting, integrations, permissions, Custom Documents, and interconnected Sage Intacct functionality.
Perform root-cause analysis and recommend sustainable solutions rather than short-term workarounds.
Identify technical limitations, risks, and dependencies and communicate them to clients and project teams.
Review complex solution designs for technical quality, scalability, and alignment with Sage Intacct best practices.
Maintain functional and technical knowledge of the complete Sage Intacct implementation lifecycle and provide hands-on implementation support when needed.
Provide technical guidance to implementation consultants on configuration, dimensions, reporting architecture, integrations, imports and exports, and other advanced requirements.
Participate in discovery and solution-design sessions requiring advanced technical expertise.
Support pre-sales discovery and scoping for opportunities involving complex reporting, integrations, or other elevated technical requirements.
Estimate technical effort and identify assumptions, dependencies, risks, and resource requirements.
Design and support complex or recurring imports, exports, integrations, and related data processes.
Evaluate Sage Intacct Marketplace solutions and complementary applications for technical fit.
Partner with internal and third-party integration resources to troubleshoot data flow and integration issues.
Assess the impact of configuration, integration, and dimensional design decisions on downstream reporting and analytics.
Provide technical leadership and escalation support to the Sage Intacct support desk.
Assist with complex support cases involving reporting, configuration, integrations, imports and exports, permissions, data, and custom functionality.
Establish escalation criteria to distinguish routine support from issues requiring advanced technical expertise.
Identify recurring support trends and recommend improvements in configuration, training, documentation, or internal processes.
Mentor implementation and support team members to expand technical capabilities and reduce unnecessary escalations.
Establish and maintain standards for reporting, integrations, technical configurations, testing, and documentation.
Develop reusable reports, templates, technical assets, and methodologies to improve delivery consistency and efficiency.
Stay current on Sage Intacct functionality, reporting capabilities, platform enhancements, and complementary technologies.
Share technical expertise through mentoring, internal training, documentation, and solution reviews.
Perform other related duties as assigned.

Benefits

Competitive compensation and a total rewards package focused on wellbeing.
Annual bonus.
Medical, dental, and vision care.
Disability and life insurance.
Generous Paid Time Off.
Retirement plans.
Paid Care Leave.
Other programs dedicated to enhancing personal and work life and providing financial protection.
Career growth and continuous professional development.
Flexibility to do impactful work and enjoy life outside of work.