Job description
Work with a nationally ranked CPA and advisory firm that is passionate for what’s next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio’s Technology Advisory team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Sage Intacct Leader I Director, Technology Advisory to join their dynamic team.
As a Sage Intacct Practice Leader, you will drive operational excellence of our cloud accounting practice. This role requires deep accounting expertise—preferably with CPA credentials—and hands-on experience leading full-cycle Sage Intacct implementations. You will oversee solution design, data migration, and dashboard development while mentoring a team of consultants and collaborating with sales and marketing to refine go-to-market strategies. Success in this role demands strong project management, client advisory skills, and a passion for continuous improvement in delivery methodologies and customer outcomes.
This position requires multi-tasking, solution defining, data loading, and hands-on configuration of the software. Other responsibilities include providing training to team members and clients, responding to support issues, building reports and dashboards, and helping improve our professional services delivery process and tools.
Prior work experience in accounting is a requirement for this position. Previous experience with Sage Intacct is required. Specific Industry vertical experience is a plus.
Position Responsibilities:
- Sage Intacct Implementation & Configuration: Lead full-cycle Sage Intacct implementations using a proven methodology to ensure on-time, on-budget delivery, high client satisfaction, and successful adoption.
- Client Consulting & Workflow Analysis: Consult with clients to gather, define, and document accounting workflows and system requirements, ensuring alignment with business needs.
- System Configuration & Data Migration: Perform data conversions from various systems (e.g., QuickBooks), including cleansing, mapping, validation, and testing.
- Reporting & Dashboards: Design and implement industry-specific KPIs, reports, and dashboards tailored to restaurant and hospitality clients.
- Training & Support: Provide user training, resolve support issues, and deliver exceptional service to clients across all organizational levels.
- Project & Team Management: Scope, estimate, and manage engagements, including labor, budget, and deliverables. Supervise and mentor consultants, ensuring quality and consistency in project execution.
- Client Relationship & Communication: Build long-term client relationships through proactive, clear communication and by addressing back-office service needs and compliance requirements.
- Sales & Business Development Support: Collaborate with business development on new opportunities, refine customer profiles, and support marketing and sales initiatives.
- Research & Innovation: Stay current on industry trends and technologies, offering strategic recommendations to clients and internal teams.
Qualifications:
- Bachelor’s degree in accounting, finance, or MIS
- CPA, CMA, or PMP certification is preferred
- Five (5) + years’ experience in consulting and implementing Sage Intacct
- Client Accounting Services (CAS) role in a CPA firm or restaurant accounting firm
- In-depth understanding of accounting standards, general ledger/subledger concepts, and financial close procedures
- Advanced proficiency with Excel (pivot tables, VLOOKUP’s, macros, etc.) for efficient data mapping, integration, and migration of customer data
- Ability to work effectively and professionally with employees at all levels of a client’s organization, including executive leadership
- Self-motivated with excellent organization, communication, and collaboration skills
- Excellent attention to detail, written and verbal communication, and high personal quality expectations
- Ability to successfully multi-task across projects, customers, and internal activities
- Highly enthusiastic, proactive, positive-minded, customer-focused, and service-oriented
- Ability to work collaboratively in a team environment
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
