Information Delivery Group - Consultant

Position Overview 

We are seeking a skilled and detail-oriented Consultant to join our Information Delivery Group. In this role, you will be responsible for the design, development, and delivery of custom financial and operational reports using Sage Intacct and Sage 300 CRE. Your work will ensure accurate, timely, and insightful information delivery that supports internal stakeholders and clients in making data-driven decisions. 

The ideal candidate is highly analytical, technically proficient, and comfortable working in collaborative, client-facing environments. 

Key Responsibilities

Report Creation and Management:

Design, develop, and maintain custom financial and operational reports and dashboards in Sage Intacct, using: 

Financial Report Writer 

Interactive Custom Report Writer (ICRW) 

Custom Report Wizard 

Dashboards and Performance Cards 

Build and manage reports in Sage 300 CRE using Crystal Reports and Office Connector. 

Ensure reports accommodate multi-entity, multi-currency, and department-specific needs. 

Align reporting outputs with month-end and quarter-end close cycles, as well as ad hoc reporting requests. 

Maintain high standards for data accuracy, consistency, and usability. 

Data Replication and SQL Integration: 

Replicate key data into SQL tables when built-in tools are insufficient for advanced reporting. 

Support advanced report generation using SQL and Crystal Reports. 

Troubleshoot data access and quality issues across systems and reports. 

Collaboration & Stakeholder Support:

Work directly with Accounting, Finance, and Business Operations teams to gather reporting requirements and deliver customized solutions. 

Provide guidance, documentation, and support to users for interpreting and modifying reports. 

Ensure clear documentation of report logic, data sources, and version history. 

Share reporting best practices and offer training to internal team members as needed. 

Qualifications

Required: 

2+ years of experience with Sage Intacct, particularly in report development. 

Proficient with: 

Financial Report Writer 

ICRW and Custom Report Wizard 

Dashboards and Dimensions 

Crystal Reports and Office Connector (Sage 300 CRE) 

Strong understanding of GAAP and financial reporting fundamentals. 

Experience with multi-entity and multi-currency environments. 

Ability to analyze and reconcile data across key accounting modules: AP, AR, GL, Projects, Time & Expenses. 

Working knowledge of SQL for reporting and data integration. 

High attention to detail, strong analytical thinking, and problem-solving abilities. 

Effective communicator, capable of working with both technical and non-technical stakeholders. 

Preferred:

Experience supporting clients or internal teams in the construction industry. 

Familiarity with Intacct platform services (Smart Rules, Smart Events, custom objects). 

Experience with external reporting tools (e.g., Power BI). 

Degree in Accounting, Finance, Information Systems, or a related field. 

Work Environment & Tools:

ERP Platforms: Sage Intacct, Sage 300 CRE 

Reporting Tools: Crystal Reports, Office Connector, SQL 

Data & Productivity Tools: Microsoft Excel, CSV import/export 

Collaboration Tools: Microsoft Teams, Salesforce Chatter 

Project Management & Documentation: Internal platforms 

Ideal Candidate Attributes:

Technically skilled and quick to learn 

Client-focused and responsive 

Proactive and self-motivated 

Collaborative and solution-oriented 

Able to manage multiple reporting priorities efficiently 

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation

Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.