Lead Functional Consultant
14 hours ago
Role Overview:As a Senior Functional Consultant specializing in system implementations for FaaS clients, you will play a key role in delivering high-quality solutions. Youll be responsible for ensuring smooth, tailored implementations with a strong emphasis on Sage Intacct's modules. Your ability to build strong client relationships, navigate complex requirements, and collaborate effectively with cross-functional teams will be essential to successful client onboarding and satisfaction.Key Responsibilities:Client Engagement & Requirements Gathering
- 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-liveRole & responsibilities
Preferred candidate profile
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