position summary
Sage Intacct Analyst
Currently, Sockeye Business Solutions is seeking a ERP (Sage Intacct) Process Analyst for a 100% Remote role. In this position, you will be responsible for supporting the continued success of clients through post-implementation enhancements to client environments. Understanding each assigned client environment and strategic business goals will allow the ERP Process Analyst to provide solutions based on client requests and recommendations based on Sage Intacct’s quarterly release schedule. The ERP Process Analyst is a team player who also works well independently and has a passion for improving processes, learning new technologies, and helping others succeed.
Sockeye Team Member Expectations:
- Works and lives by Sockeye’s Core Values.
- Believe It's Possible.
- Operate with integrity.
- Empower to Succeed.
- See the Big Picture.
- Value Your Work.
- Challenge the Status Quo.
- Contributes to and supports Sockeye's Mission & Objectives.
- Demonstrates Hunger - self-motivated, hardworking, seeks knowledge/growth.
- Demonstrates Humility - defines success collectively, shows confidence and lacks ego.
- Demonstrates People Smarts - interpersonal awareness, great listener, engaging.
- Proactive communication.
- Holds yourself accountable for deliverables and deadlines.
- Provided timely and meaningful feedback to all team members.
- Active participant in chats & discussions.
Interpersonal Functions:
- Provide prompt, concise, and friendly communications providing high-quality service.
- Superior time management skills with the ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities.
- Approach all situations with curiosity and is not afraid to explore the unknown.
- Build positive and lasting relationships with Sockeye clients while developing an in-depth understanding of customers’ businesses.
- Advocate for clients, team members, and the product.
- Work effectively independently and collaboratively in a team environment.
- Customer Focused with high customer satisfaction and successful customer adoption.
- Exhibit professionalism always.
Technical Functions:
- Responsible for ensuring clients' needs are met on a timely basis while maintaining a focus on overall client satisfaction.
- Conduct training for customer end-users at all levels of the customer’s organization and relate system functionality to customer business requirements.
- Analyze complex business processes and interpret customer requirements into deliverable solutions (i.e. cost allocations, union payrolls, equity distributions, consolidations, etc.).
- Perform gap analysis between system functionality and client requirements.
- Demonstrate expertise with financial and accounting functions.
- Advanced proficiency with Excel (pivot tables, VLOOKUPs, macros, etc.) for efficient data mapping, integration, and migration of customer data.
- Use standard CSV file uploads and/or an API tool for uploading large data sets.
- Demonstrate expertise in understanding and translating accounting data in Excel.
- Design and build light customizations utilizing Platform Services (i.e. Smart Rules & Smart Events).
- Aid in the design and build of customizations to fill gaps related to system functionality where appropriate.
- Assist in the conceptual design and architecture of advanced solutions.
- Identify product or process gaps and/or inefficiencies.
- Utilize and regularly contribute to the team knowledge repository for best practices and lessons learned in the form of knowledge base articles.
- Define and manage a customer check-in schedule in collaboration with the Account Manager and meet with assigned clients on a scheduled basis.
- Encourage continuous improvement in reporting/dashboarding and automation for clients to enhance system functionality.
- Understand integrations and create appropriate mappings with third-party applications.
- Maintain working knowledge of third-party applications to support the Account Manager as a technical resource in seeking add-on solutions.
- Effectively document customer business requirements into configurable software solutions and business management processes utilizing Sockeye’s best practices.
- Monitor and respond to customer technical issues.
- Provide proactive outreach on new or updated functionality where clients would benefit.
- Able to easily identify outliers when reviewing financial data.
- Build industry-specific key performance indicators, reports, and dashboards.
- Convey project status to clients while identifying changes to schedule and scope.
- Demonstrate expertise in project coordination and knowledge of project management methodologies.
- Build and maintain project plans, working with project leads or specialized consultants to coordinate resource allocation on individual project tasks.
- Coordinate internal and client project team meetings.
- Identify risks and monitor them through necessary escalation channels.
- Create status reports and conduct client status calls, highlighting upcoming and overdue tasks.
- Keep current with industry trends and seek solutions that can be applied across multiple clients simultaneously.
- Any additional assignments as requested by management.
Qualifications:
- Bachelor’s degree or greater in related field or equivalent work experience
- 1-2 years’ experience in Sage Intacct required
- 1-2 years’ Construction Accounting experience preferred
- 1-2 years’ experience in consulting preferred
- Sage Intacct Implementation certification preferred
- Sage Intacct Accounting Specialist certification preferred
Physical Demands:
- Endure various physical movements throughout the work areas
- Must be able to sit, type, answer phones, write correspondence and other
- Minimal, occasional travel
Benefits:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Retirement Plan
- Paid Time Off
- Work/life Balance
- Remote Availability
