Software Consultant

1 week ago

Waterloo, Iowa, United States BerganKDV Full time

OVERVIEW


BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house.

Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education, charitable planning, and business advisory - using all in-house specialists.

This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences.


JOB SUMMARY


The Software Consultantwill apply technical configuration expertise on all capabilities for business operations within Sage Intacct - processes and data flow between departments, dashboards, reports, searches, data import, and integrations.


JOB DUTIES
Project Services
Perform functional demonstrations of software functionality.
Assist with requirements and data gathering and developing project scope and deliverables.
Participate on implementation projects from design, through configuration and implementation, to testing and go-live.
Consult on operational improvements, recognize functional gaps, and update Sage Intacct design plans.
Configure and customize the Sage Intacct application to match customer functional requirements.
Act as the technical lead for project phases, tasks and milestones.
Implement solution additions such as new modules or rolling out new operational areas.
Maintain Sage Intacct knowledge and apply technical expertise on the entire Sage Intacct ERP solution.
Provide customers with as needed consulting and enhancement assistance.

Configuration Enhancements
Implement additional features and functions to improve client operations.
Provide customers with configuration and enhancement assistance.
Help with customer software usage issues.
Research and apply resolutions.

Contacts
Performs daily team and client contact

Administrative
Completes and releases time on a daily basis.
Active participant in weekly departmental meetings.
Active participant in routine project status meetings.

REQUIRED EXPERIENCE / QUALIFICATIONS
Bachelor's degree in Information Technology, Business, Accounting, or equivalent work experience.
2+ years of software administration. Deployment experience a plus.
2+ years of Sage Intacct ERP experience required.
Certification as a Sage Intacct Implementation Certified Consultant or a Sage Intacct Accounting Certified Consultant a plus.
Strong understanding of general operations across departments such as sales, service, production, projects, etc
Customer facing consulting experience a plus.
Strong ability to translate customer business requirements into advanced operational solutions.
Ability to manage multiple project commitments simultaneously in a deadline focused environment and meets agreed upon timeframes.
Possesses a passion for helping customers more effectively run their businesses.
A willingness to tackle initiatives and work independently with little oversight.
Prioritizes tasks, develops effective work procedures, and manages time well.
Advanced analytical, problem-solving, and decision-making skills; demonstrates good judgment in selecting methods and techniques for obtaining solutions.
Strong interpersonal skills and ability to communicate effectively with both technical and non-technical individuals.
Is attentive to detail and accuracy, is committed to excellence, and looks for improvements.
Practices self-development, seeks out new responsibilities, and generates new ideas.
Experience in healthcare, professional services, non-profit, or government a plus.

TECHNICAL SKILLS

  • MS Office /Windows experience particularly financial modelling and data management in Excel
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communication skills
  • Sage Intacct

EXPLORE THE WORKPLACE OF THE FUTURE


Together, we are building the nation's preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions and businesses.

Our values drive our decisions, and our passion is putting our clients at the center of everything we do.

Creative Planning Differentiators:
Day One Benefits Enrollment
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards

BENEFITS THAT GO BEYOND


We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career.

Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.

In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.


Creative Planning is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.
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