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Sage Intacct Reporting and Custom Documents Specialist

Cherry Bekaertβ€’United Statesβ€’πŸŒ Remote
Full-timeMid Level
$97k - $170k
per year
πŸ‘οΈ 5 viewsβ€’πŸ“ 0 applicationsβ€’Posted 8/15/2026β€’Expires 10/14/2026
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Job Description

SUMMARY: Develop, test, and deliver client reports utilizing Sage Intacct Interactive Custom Report Writer, Interactive Visual Explorer, Custom Reports function, and Advanced Financial Reports within the Sage Intacct Platform. Provide technical expertise on complex implementation projects.

Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform.

Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions). Plan, manage and execute software implementations and training on reporting and document customizations.

Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables.

Provide friendly on site and/or remote support for our clients using Sage Intacct accounting software. Investigate and resolve Sage Intacct user application questions and issues. Provide pre-sales support to identify client requirements, define scope and provide estimates for various engagements.

DUTIES AND RESPONSIBILITIES: Engage with Intacct Consulting project teams to design, develop, and test advanced reporting related to Sage Intacct. Follow best practices and coding guidelines for reporting. Ensuring the safety and security of sensitive client information.

Participate in meetings to understand business requirements and report development objectives. Provide guidance to the client and project team with respect to feasibility, complexity, and level of effort required to deliver a client solution.

Assist Implementation Consultants and Project Managers with incorporating report development project plans into a master implementation project plan. Ensure the r

Required Skills

Sage IntacctInteractive Custom Report WriterInteractive Visual ExplorerCustom ReportsAdvanced Financial Reportsreportingsoftware implementationtechnical expertisedata collectionproblem solvingclient support

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