Lead Functional Consultant-GAAP

Role Overview:

• Act as the primary functional point of contact for clients throughout the project lifecycle.
• Lead discovery sessions to capture business and financial requirements.
• Document future-state processes, system requirements, and gaps using standard templates.
• Define system dimensions (entities, departments, locations, projects) to support client reporting needs.
• Drive measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption

Solution Design & Configuration

• Collaborate with Solution Architects, reporting lead and technical teams to ensure end-to-end solutions
• Design and configure Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs.
• Incorporate best practices in accounting and financial operations, including revenue recognition, project costing, and reporting.
• Lead change management discussions, ensuring client teams understand and adopt new workflows and financial processes enabled by the tech stack.

Implementation & Testing

• Onboard clients onto the Consero tech stack and configure advanced modules
• Execute test strategy and coordinate user acceptance testing (UAT).
• Extract, transform, and validate legacy master data; map to future-state structure.
• Support data migration, including historical financials.

Training & Go-Live Support

• Deliver client training sessions on configured systems and processes.
• Train internal teams on new client-specific solutions and workflows.
• Provide support during the first month of Go-live

Project Oversight & Risk Management

• Monitor tasks via Smartsheet and coordinate with cross-functional teams.
• Escalate risks, scope changes, and timeline impacts to Project Manager promptly.
• Track client sentiment and maintain alignment to ensure successful delivery.

Preferred Qualifications:

• Sage Intacct Implementation Specialist and/or Advanced Module certifications.
• Experience with other financial systems (Salesforce, BILL, Nexonia, Expensify, ADP).
• Familiarity with Smartsheet or other task/project management tools.