Associate Director – Sage Intacct, Implementation & Optimization

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10 hours ago

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CrossCountry Consulting

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B2B • Finance • Enterprise

CrossCountry Consulting is a business advisory firm that provides integrated solutions for financial and risk management. Their expertise includes technical accounting, financial reporting, operational accounting optimization, and integrated risk management. The company also specializes in technology-enabled transformation, supporting organizations with finance transformation, data transformation, and analytics. CrossCountry Consulting serves various industries such as financial services, life sciences, technology, media, telecommunications, real estate, hospitality, and government contracting. With a focus on strategic finance, the firm helps clients through transactions like IPO readiness, mergers and acquisitions, and divestitures. They aim to create present and future value for businesses by collaborating with CFOs, private equity sponsors, and corporate leaders to solve current challenges and prepare for future success.

501 - 1000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

💰 $1.5M Venture Round on 2021-02

📋 Description

• Lead Client Delivery: • Manage Sage Intacct projects including initial implementations, phase X rollouts, health checks, and optimization initiatives. • Define project strategy, oversee quality of deliverables, and guide internal teams through complex issues. • Design integrated solutions leveraging expertise in accounting processes (Record-to-Report, Procure-to-Pay, Order-to-Cash, Financial Close) to design integrated solutions. • Support Sales Enablement: • Support sales enablement efforts for Sage Intacct practice by understanding client needs, demonstrating solution capabilities, and scoping services. • Collaborate with technology sales and leadership teams to develop proposals, address objections, and negotiate contracts. • Build compelling business cases for ERP solutions at all organizational levels, including executive and board stakeholders. • Expand transformation opportunities by aligning Sage Intacct solutions with other CrossCountry service offerings. • Mentor & Develop Teams: • Coach junior team members, provide feedback, and conduct performance reviews. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. • Marketing & Growth Initiatives: • Participate in webinars and industry events to generate leads and expand market presence. • Contribute to packaged service offerings and solution architecture frameworks. • Play an active role in attracting, interviewing, hiring, and retaining top talent.

🎯 Requirements

• 10+ years in finance/accounting with proven success in ERP system design and implementation, professional services experience preferred (consulting, advisory, or public accounting). • Hands-on Sage Intacct experience, including Core and Advanced functionality (Contracts, Global Consolidation & Advanced Ownership, Inventory, Platform Services, Sage AI, etc.). • Proven experience in project management, including milestone planning, task execution, status meeting facilitation, and strong client-facing communication, combined with effective team leadership. • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation. • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards. • Exposure to sales enablement, proposal development, and client relationship management. • Experience serving nonprofit, financial services (including family asset management and family offices), private-equity backed, and/or software & technology clients preferred. • Deep understanding of financial processes and ERP integrations. • Strong communication and presentation skills for technical and non-technical audiences.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development