Sage Intacct Implementation Specialist

How We Work:

Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

Our CAAS team provides a full suite of financial advisory services, including month-end accounting services, technology implementation and support services, CFO level consulting, and strategy. We partner with our customers to learn their financial pain points and leverage our expertise to provide solutions that help them reach their goals. Our team is innovative and forward-thinking while remaining attuned to the unique needs of each customer.

How Will You Make an Impact?

Assist team in meeting client needs by building and managing Sage Intacct implementations following pre-defined implementation methodology

Build Reports & Dashboards

Assist with data conversion projects

Participate in conversations with customers to advise on best practices and how to be successful with their system

Build and maintain relationships with customers and internal colleagues

Discover areas for improvement in the customer experience, both in our product and processes

Learn how to manage projects

Assist on multiple implementations at one time

Participate in small teams to build systems and manage multiple accounts

Provide technical support to customers, as needed

Maintain a solid understanding of how the Sage Intacct and related sub-systems work; be a resource for the Firm and for our customers

Provide input and contribute to the development of new process and procedures

Work as a team player to ensure the success of the customer and the team’s growth

How Will You Get Here?

BS/BBA in Accounting or relevant degree required

BS/BBA in Management Information Systems or equivalent degree is preferred

Baseline knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP)

Be technology savvy

Be a self-starter

Have an entrepreneurial spirit

Be a fast-paced worker

Exhibit intellectual curiosity

Be a problem solver

Possess ability to multi-task, with multiple clients

Possess excellent time management skills

Be deadline driven

Be a team player

Excellent communication skills

Why Should You Apply?

Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

20 - 25 days PTO for Salaried Employees

Generous PTO for Non-Exempt Team Members

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees

Health & Wellness Program

Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications, merit, and business need.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)