Associate Consultant

Socket.dev; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Oasis Solutions seeks an entry-level consultant for our Sage Intacct practice who can combine a solid accounting foundation with a passion for technology and process improvement.

You will support Sage Intacct implementations under supervision, participate in discovery sessions, document requirements, and learn core modules such as GL, AP, AR, and Cash Management while growing toward independent ownership.

Qualifications

• Bachelor's degree in accounting, Finance, Business, Information Systems, or a related field, or equivalent professional accounting experience.
• 1-2 years of Business experience.
• Strong understanding of accounting principles and financial processes preferred.
• Interest in technology and business software applications.
• Comfortable learning new systems and troubleshooting technical issues.
• Experience participating in projects through school, internships, or professional work.
• Exposure to Sage, NetSuite, Microsoft SQL, reporting tools, or other business software.
• Structured onboarding through our internal Sage Intacct training curriculum, covering core GL/AP/AR, Cash Management, Reporting, and Platform Services — no prior Intacct experience needed to thrive here.
• Curiosity about AI and its application to accounting/ERP workflows; experience using AI tools (e.g., ChatGPT, Claude, Copilot) is a plus.

Responsibilities

• Support Sage Intacct implementations under the guidance of senior consultants, including configuration, data migration, and testing
• Participate in discovery and requirements-gathering sessions with clients
• Assist with documentation such as functional specifications, training materials, and process guides
• Help troubleshoot client issues and provide post-go-live support
• Learn Sage Intacct's core modules-General Ledger, Accounts Payable, Accounts Receivable, Cash Management, and Reporting—and progress toward independent module ownership
• Shadow senior consultants on client calls and gradually take on direct client-facing work
• Use AI tools as part of your daily workflow-drafting documentation, summarizing discovery calls, and accelerating implementation deliverables

Skills

Accounting fundamentals

Learning adaptability

Communication skills

Analytical thinking

AI tools familiarity

Education

Bachelor's degree in accounting/finance/business/information systems

Tools

Sage Intacct

NetSuite

Microsoft SQL

Reporting tools

Job description

About Oasis Solutions

Oasis Solutions is your local NetSuite, Sage 100 and Sage Intacct partner providing business management software solutions to small and mid-sized businesses throughout America. We have offices located in Louisville and Lexington, KY, TN, and NC, and serve clients throughout the United States.

Oasis offers the leading software solutions (on-premise and cloud) for accounting and business management (ERP), human resources, payroll, and time & attendance, CRM (Customer Relationship Management), Job Management, Document Management, Warehouse management, and more.

This is an entry-level consulting opportunity within our Sage Intacct practice, designed for individuals who have a strong accounting foundation and a passion for technology and business process improvement. Previous ERP experience is not required; We provide the training and mentorship needed to build a successful consulting career.

Required Qualifications

• Bachelor's degree in accounting, Finance, Business, Information Systems, or a related field, or equivalent professional accounting experience


• 1-2 years of Business experience


• Strong understanding of accounting principles and financialprocesses preferred


• Interest in technology and business software applications


• Comfortable learning new systems and troubleshooting technical issues


• Experienceparticipatingin projects through school, internships, or professional work


• Exposure to Sage, NetSuite, Microsoft SQL, reporting tools, or other business software


• Structured onboarding through our internal Sage Intacct training curriculum, covering core GL/AP/AR, Cash Management, Reporting, and Platform Services — no prior Intacct experience needed to thrive here.


• Curiosity about AI and its application to accounting/ERP workflows; experience using AI tools (e.g., ChatGPT, Claude, Copilot) is a plus.

What You'll Do

• Support Sage Intacct implementations under the guidance of senior consultants, including configuration, data migration, and testing


• Participate in discovery and requirements-gathering sessions with clients


• Assistwith documentation such as functional specifications, training materials, and process guides


• Help troubleshoot client issues and provide post-go-live support


• Learn Sage Intacct's core modules-General Ledger, Accounts Payable, Accounts Receivable, Cash Management, and Reporting-and progress toward independent module ownership


• Shadow senior consultants on client calls and gradually take on direct client-facing work


• Use AI tools as part of your daily workflow-drafting documentation, summarizing discovery calls, and accelerating implementation deliverables

What Makes You Successful

• Strong analytical and problem-solving skills


• Excellent verbal and written communication


• Curiosity and a genuine desire to learn


• Collaborative team player with a customer-first mindset


• Strong organizational and time management skills


• Ability to prioritize multiple projects in a fast-paced environment


• Technical aptitude and comfort learning new applications and databases


• Attention to detail and commitment to delivering quality work


• Adaptability and flexibility when priorities change


• Professionalism when interacting with clients and teammates