Financial Reporting Specialist

organization summary

About Sockeye

Sockeye is a Sage Intacct Partner and a member of Sage Intacct President’s Club. Sockeye has been recognized as Growth Partner of the Year for two consecutive years in a row. We leverage technology and deep partnerships with our clients to improve business operations and finance outcomes. At Sockeye, we believe in a positive work-life balance, which promotes healthy lifestyles that allows our team members to grow both professionally and personally.

position summary

Financial Reporting Specialist

Currently, Sockeye Business Solutions is seeking a Financial Reporting Specialist for a 100% Remote role. In this position, you will be responsible for delivering custom financial reporting and dashboard development for our clients within Sage Intacct and Sage Intacct's Interactive Custom Report Writer (ICRW) module. This position will include designing and delivering high quality reporting and dashboarding that will allow our clients to make real-time strategic decisions based on current financial and business data.

This role requires a deep knowledge of financial reporting, GAAP standards, coupled with excellent interpersonal, organizational, and communication skills.

Sockeye Team Member Expectations:

  • Works and Lives by Sockeye’s Core Values:  
    • Believe It's Possible 
    • Live with Integrity 
    • Empower to Succeed 
    • See the Big Picture 
    • Value Your Work 
    • Challenge the Status Quo
  • Contributes to and support 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
  • Provides 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 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

ESsential Functions:

  • Work with team and customers simultaneously to successfully build industry specific key performance indicators, reports, and dashboards
  • Write financial reports utilizing SQL to build complex data sets
  • Manage workload on multiple projects simultaneously
  • Understand and work within Sage Intacct’s data model
  • Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data
  • Ability to easily identify outliers in reviewing financial data
  • Collaborate and contribute to team success and culture by volunteering to help others, active participation in team events, and helping to deliver on key department objectives


  • Bachelor’s degree or greater in related field or equivalent work experience
  • 2+ Years Building Financial Reports and/or Dashboards
  • 2+ Years in SQL Scripting
  • Understanding of Construction Accounting is a plus
  • Understanding of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards is a plus
  • Exposure to Accounting ERP is required
  • Knowledge of OBIEE is a plus

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


  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement Plan
  • Paid Time Off
  • Work/life Balance
  • Remote Availability

interested in joining sockeye's team?

Sockeye is an Equal Opportunity Employer

Sockeye is a business software consulting company that focuses on implementing, customizing, and supporting Microsoft’s Dynamics line of business software applications and Sage Intacct Financial Management Solutions. 

Our collective skill set is diverse with extensive experience in business analysis, systems design, application development/customization, training and documentation, platform integration, implementation, administrative/end user support and more.

Sockeye Team at Office