Lead Functional Consultant

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-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.

External Skills and Expertise:

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