Sage Intacct Advisory - Senior Manager

CohnReznick; Austin (TX); Remote; USD 150,000 - 190,000; Full time

Benefits offered by this job

PTO and flexible work environment

Parental leave

Learning & development

Volunteer time off

Remote work option

Job summary

CohnReznick is expanding its Digital Advisory team with a Senior Manager focused on Sage Intacct implementations. You will lead multi-entity projects, drive discovery and design, oversee data migration and integrations, and mentor consulting staff.

The role combines technical leadership with client-facing strategy, working remotely with occasional travel to client sites. Ideal candidates have 7+ years in ERP implementations, strong accounting foundations, and a track record of delivering complex

Qualifications

• Bachelor's degree in accounting, finance, information systems, or related discipline.
• CPA a plus; Sage Intacct Certification preferred.
• 7+ years ERP implementation or professional services experience with Sage Intacct.

Responsibilities

• Lead full-lifecycle Sage Intacct implementations as project manager or engagement lead.
• Oversee discovery, design, configuration, data migration, integrations, testing, and training.
• Build project charters, plans, and effort estimates; manage staffing across engagements.
• Direct third-party resources and coordinate with stakeholders at client exec level.
• Travel up to 30% as required.

Skills

Sage Intacct

Project management

Client communication

ERP implementations

Cross-functional collaboration

Education

Bachelor's degree in accounting, finance, information systems, or related discipline

Tools

Microsoft Project

Smartsheet

Visio

Excel

PowerPoint

JIRA

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

YOUR TEAM.

This position will support our Digital Advisory team. We advise a blend of small, mid-sized and large US and multinational firms on strategy, technology, and transformation, process optimization, analytics enablement, systems implementations, automation, integrations, data management, and more. Join our multidisciplinary Enterprise Application team as we lead clients to achieve operational excellence through developing a deep understanding of their business and, based on that understanding, leverage technology, innovation, and automation to glean insights and maximize efficiencies. CohnReznick's Sage Intacct practice is growing, and we're looking for a Senior Manager to help build it. This role sits at the center of the practice. You'll lead implementations, help win new work, and develop the people who deliver it. You'll work directly with the practice leader and have real influence over how the practice runs as it scales.

WHY COHNREZNICK?

At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

Our role is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR ROLE.

Responsibilities include but not limited to:

• Implementation Leadership
• Lead multiple concurrent Sage Intacct implementations from discovery through go-live and post-launch support, owning scope, budget, timeline, and quality
• Run discovery workshops with client finance and operations teams to understand how the business actually works, document current and future state processes, and translate requirements into solution design
• Oversee configuration, data migration, integrations, testing, and end-user training, staying hands-on in complex areas such as multi-entity consolidation, dimensional design, and project and construction accounting
• Build project charters, plans, and effort estimates for both client and CohnReznick resources, and manage staffing across engagements
• Organize and run steering committee meetings and serve as the primary escalation point for client executives
• Identify and manage risks, issues, and change requests, keeping clients informed on status and budget impacts
• Direct third-party resources, including integration partners, Marketplace vendors, and subcontractors
• Obtain client acceptance, close projects, and lead post-project reviews, feeding lessons learned back into the practice methodology
• Transfer knowledge to client project leads so they're self-sufficient after go-live
• Sales and Business Development
• Partner with the practice leader on pursuits, including discovery calls, solution demos, scoping, estimates, and proposal and SOW development
• Own solution design and effort estimates on proposals so what we sell is what we can deliver
• Identify expansion opportunities with existing clients (additional modules, optimization, ongoing support)
• Build working relationships with Sage account teams and collaborate with CohnReznick industry and service line partners (CAS, audit, tax, transaction advisory) on referrals and joint pursuits
• Contribute to thought leadership, webinars, and industry events
• Practice Development and Internal Training
• Design and deliver internal Sage Intacct training for practice consultants and for colleagues in CAS and other service lines
• Mentor, coach, and review the work of Senior Associates and Associates, and contribute to performance reviews and career development
• Help build and maintain the practice's delivery methodology, templates, accelerators, and configuration standards
• Support recruiting, interviewing, and onboarding as the team grows
• Currently travel is limited, but must have ability to travel up to 30%

YOUR EXPERIENCE

• Bachelor's degree in accounting, finance, information systems, or a related discipline; CPA a plus
• Minimum of 7 years of ERP implementation or professional services experience, including at least 5 years of hands-on Sage Intacct experience in a consulting role
• Proven track record leading full-lifecycle Sage Intacct implementations as project manager or engagement lead
• Sage Intacct Implementation Certification required; Sage Intacct Construction or Project Accounting certification, PMP, or similar a plus
• Strong accounting foundation, including multi-entity and consolidation, intercompany, revenue recognition, project and job cost, and fund or grant accounting
• Industry experience in construction, real estate, nonprofit, or professional services strongly preferred
• Experience supporting sales, including scoping, estimating, demos, and proposal writing
• Working knowledge of Sage Intacct integrations, data migration, and reporting (Web Services and REST API, import tools, Marketplace solutions, financial and custom report writers)
• Experience leading, training, and developing consultants
• Superb communication and presentation skills, with comfort in front of CFOs and controllers
• Must have experience with documentation of project deliverables, including requirements, configuration, process flows, and test cases
• Proficient with project tools and templates (Microsoft Project, Smartsheet, Visio, Excel, PowerPoint, JIRA, etc.)
• Self-starter who's comfortable in a growing practice where processes are still being built

In addition, please take a moment to review our Universal Job Standards. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.