Sage Intacct Reporting and Custom Documents Specialist at Cherry Bekaert | All Remote Jobs
Cherry Bekaert
Sage Intacct Reporting and Custom Documents Specialist
United States · remote · USD 97000-169800 annual
himalayasseo_indexablePosted 2026-09-06First seen 2026-09-09
Role overview
SUMMARY:
Develop, test, and deliver client reports utilizing Sage Intacct Interactive Custom Report Writer, Interactive Visual Explorer, Custom Reports function, and Advanced Financial Reports within the Sage Intacct Platform. Provide technical expertise on complex implementation projects. Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions). Plan, manage and execute software implementations and training on reporting and document customizations. Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. Provide friendly on site and/or remote support for our clients using Sage Intacct accounting software. Investigate and resolve Sage Intacct user application questions and issues. Provide pre-sales support to identify client requirements, define scope and provide estimates for various engagements.
DUTIES AND RESPONSIBILITIES:
Engage with Intacct Consulting project teams to design, develop, and test advanced reporting related to Sage Intacct.
Follow best practices and coding guidelines for reporting. Ensuring the safety and security of sensitive client information.
Participate in meetings to understand business requirements and report development objectives.
Provide guidance to the client and project team with respect to feasibility, complexity, and level of effort required to deliver a client solution.
Assist Implementation Consultants and Project Managers with incorporating report development project plans into a master implementation project plan.
Ensure the reporting and any reporting customization is designed and developed in accordance with the agreed upon plan and/or scope of work.
Execute specific tasks on the project work plan, including but not limited to report design, document customization development, testing, installation and documentation of report and/or document customizations.
Create and deliver weekly status reports of report development and/or document customization progress to the Project Manager and Practice Manager.
Deliver project task responsibilities on schedule with integrity and the highest degree of client satisfaction.
Ability to successfully multi-task across projects, clients, and internal activities.
Provide on-site and/or remote support to users of Sage Intacct software applications. Research sources of errors, resolve problems and recommend program changes. Answer client inquiries regarding specific software such as Sage Intacct, configurations, printing, and market partner integrations that may relate to the development of client reporting. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems.
Test for compatibility and proper function of applications including Sage authorized third party software products (Marketplace partner solutions) that may have impact on the design and development of client custom reports or reporting environments within Sage Intacct.
Effectively present information and respond to questions from groups of managers and clients. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables.
Assist in the design or creation of on-going data imports and exports of data that may relate to the creation of client reports or custom documents.
Create custom reports using Intacct reporting tools, such as Financial Report Writer, Custom Reports, Interactive Custom Report Writer, and Excel.
Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibilities of other staff.
QUALIFICATIONS:
Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
Computer skills required: Sage Intacct Accounting Software; Microsoft Office; SaaS environments and business structures
Experience with business information systems integration or custom business application design and development in a professional technology consulting or software development environment
Experience in assessing client requirements across a broad array of business processes including but not limited to accounting, inventory, order entry and project management
Ability to work effectively and professionally with employees at all levels of a client’s organization
Effective interpersonal skills and ability to work in a team environment
Enthusiastic, client focused, service oriented, self-starter
This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the specific skills and knowledge described herein.
The ability to complete effective business process reviews. This includes a knowledge and understanding of internal business processes, general accounting knowledge and a familiarity with operations and distributions across multiple industries.
The ability to clearly assess, define and document client needs.
The ability to remain structured and organized, but with a level of comfort in training all levels of users on the product remotely, onsite, and in a one-on-one environment.
Ability to effectively present information and respond to questions from groups of managers and clients.
A plus but not required:
Construction industry accounting experience
XML Related: XML, XSL, XSLT:FO, XQUERY, Velixo, etc.
Programming languages: Shell Scripting, JavaScript, PHP, SQL, etc.
HTML
Business Intelligence Software and Tools (Nectari, SEI, PowerBI)
The ability to effectively handle project management, including plan, track, follow-up, and follow-through on multi-step / multi-phase projects.
COMPETENCIES:
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Cost Consciousness - Works within approved budget; Conserves organizational resources.
Customer Service - Manages difficult or emotional client situations; Responds promptly to client needs; Solicits client feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Design - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.
Initiative - Undertakes self-development activities; Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Strategic Thinking - Adapts strategy to changing conditions.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIORNMENT:
Additional remarks regarding work environment: May require travel 10% - 50%
What you can expect from us:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Instagram, Twitter and Facebook.