Senior Financial Implementation Engineer

3 weeks ago

Washington, United States Ledgent Technology Full time

Technical (Hybrid in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or Remote; EST Preference)

Essential Responsibilities

Technical

·Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.

·Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.

·Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.

·Suggest changes to processes based on analysis, technology, and best practices.

·Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.

·Prepare Project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.

·Present project status updates and recommendations to leadership team(s).

·Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.

·Train and support client employees and Kiwi staff on use, functionality, system interface.

·Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).

·Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system.

·Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.

·Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).

·Set-up month end closing processes.

·Assist in the research of new applications and technology.

·Develop project deliverables.

Client Management

·Manage client expectations as defined in the engagement contract and work plan.

·Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.

·Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.

·Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.

·Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.

Internal Supervisor

·Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.

·Implement Kiwi standard working papers to be used at new clients on an on-going basis.

·Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.

·Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.

·Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.

·Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.

·Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.

·Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.

To Be Successful in This Role, You’ll Need

·Bachelor’s Degree or 9 years of experience without a bachelor’s degree

·5 – 7+ years of relevant professional experience to include:

·At least 6 years of progressive consulting experience.

·At least 3 years of progressive accounting experience.

·Expert knowledge of various systems including:

·Quickbooks

·Sage Intacct

·Office 365

·PowerBi

·Power Pivot

·SharePoint

·Teams

·Planner

·SmartSheet

·Experience in learning new applications.

·Experience in documenting procedures and conducting interviews.

·Knowledge of principles and practices of accounting systems, internal controls, and implementing control improvements.

·Experience with implementing systems and/or training others on systems.

·Experience with one or more of the following:

·Working in multiple work environments.

·Balancing the needs of several clients.

·Working independently as well as collaboratively.

Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics

·Prior experience in a small non-for-profits, startup, or unstructured environment.

·QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.

·Experience with nonprofit accounting.

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