Sage Intacct Technical Manager Position Summary The Sage Intacct Technical Manager serves as a senior technical resource for complex Sage Intacct solutions, with a primary focus on advanced reporting, elevated technical requests, solution design, and technical support escalation. This role requires strong knowledge of the Sage Intacct implementation lifecycle and the ability to configure and implement the platform; however, its primary focus is solving requirements that extend beyond standard implementation configuration. The Technical Manager serves as the practice subject matter expert for Interactive Custom Report Writer (ICRW), Advanced Financial Reports, Financial Report Writer, Interactive Visual Explorer (IVE), Custom Reports, Custom Documents, imports and exports, integrations, and complex Sage Intacct configurations. This role partners with implementation consultants, project managers, support resources, and clients to evaluate technical requirements, design scalable solutions, troubleshoot complex issues, and establish technical best practices across the practice.
Duties and Responsibilities Advanced Reporting & Analytics
- Serve as the primary technical resource for complex Sage Intacct reporting requests, including ICRW, Advanced Financial Reports, Financial Report Writer, IVE, Custom Reports, Custom Documents, and Excel-based reporting solutions.
- Design complex ICRW reports incorporating multi-object relationships, calculations, advanced filtering, formulas, and SQL-based logic.
- Develop sophisticated financial and management reporting, including multi-entity, consolidated, dimensional, operational, and executive reporting.
- Evaluate reporting requirements and recommend the most appropriate solution based on functionality, data structure, performance, scalability, and maintainability.
- Troubleshoot complex reporting issues involving data relationships, dimensions, calculations, report logic, and performance.
- Establish reporting standards, testing procedures, documentation requirements, and reusable reporting solutions.
Technical Solution Design & Escalation
- Serve as the escalation point for complex or non-standard Sage Intacct technical requests beyond routine implementation or support.
- Translate business requirements into effective technical solutions using Sage Intacct configuration, reporting, integrations, imports, exports, or complementary applications.
- Troubleshoot complex issues involving configuration, data, reporting, integrations, permissions, Custom Documents, and interconnected Sage Intacct functionality.
- Perform root-cause analysis and recommend sustainable solutions rather than short-term workarounds.
- Identify technical limitations, risks, and dependencies and communicate them clearly to clients and project teams.
- Review complex solution designs to ensure technical quality, scalability, and alignment with Sage Intacct best practices.
Implementation & Technical Consulting
- Maintain strong functional and technical knowledge of the complete Sage Intacct implementation lifecycle and provide hands-on implementation support when needed.
- Provide technical guidance to implementation consultants on configuration, dimensions, reporting architecture, integrations, imports and exports, and other advanced requirements.
- Participate in discovery and solution-design sessions where advanced technical expertise is needed.
- Support pre-sales discovery and scoping for opportunities involving complex reporting, integrations, or other elevated technical requirements.
- Estimate technical effort and identify assumptions, dependencies, risks, and resource requirements.
Integration & Data Management
- Design and support complex or recurring imports, exports, integrations, and related data processes.
- Evaluate Sage Intacct Marketplace solutions and complementary applications for technical fit.
- Partner with internal and third-party integration resources to troubleshoot data flow and integration issues.
- Assess the impact of configuration, integration, and dimensional design decisions on downstream reporting and analytics.
Support Desk Technical Oversight
- Provide technical leadership and escalation support to the Sage Intacct support desk.
- Assist with complex cases involving reporting, configuration, integrations, imports and exports, permissions, data, and custom functionality.
- Establish clear escalation criteria to distinguish routine support from issues requiring advanced technical expertise.
- Identify recurring support trends and recommend improvements in configuration, training, documentation, or internal processes.
- Mentor implementation and support team members to expand technical capabilities and reduce unnecessary escalations.
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Technical Standards & Practice Development
- Establish and maintain standards for reporting, integrations, technical configurations, testing, and documentation.
- Develop reusable reports, templates, technical assets, and methodologies that improve delivery consistency and efficiency.
- Stay current on Sage Intacct functionality, reporting capabilities, platform enhancements, and complementary technologies.
- Share technical expertise through mentoring, internal training, documentation, and solution reviews.
- Perform other related duties as assigned.
Supervisory Responsibilities Provides technical leadership, mentoring, and day-to-day direction to reporting, implementation, and support resources as appropriate. Formal personnel management responsibilities may be assigned based on team structure.
Required Qualifications
- Bachelor's degree or equivalent combination of education and relevant professional experience.
- Sage Intacct certification and strong hands-on implementation and configuration experience.
- Demonstrated expertise with ICRW and advanced Sage Intacct financial and operational reporting.
- Strong knowledge of multi-object reporting, dimensional structures, calculated fields, filtering, report logic, and multi-entity reporting.
- Experience with IVE, Custom Reports, Custom Documents, Financial Report Writer, and related Sage Intacct functionality.
- Experience troubleshooting complex Sage Intacct configuration, reporting, integration, and import/export issues.
- Strong understanding of accounting concepts, financial statements, and operational reporting requirements.
- Ability to translate complex business requirements into scalable technical solutions.
- Strong analytical, technical troubleshooting, and root-cause analysis skills.
- Experience providing technical leadership, mentoring, or escalation support.
- Excellent written and verbal communication skills with the ability to explain technical concepts to both technical and non-technical audiences.
- Advanced Microsoft Excel skills.
Preferred Qualifications
- Advanced SQL knowledge, particularly in support of ICRW and complex reporting logic.
- Experience with Velixo, Nectari, SEI, Power BI, or other business intelligence and reporting solutions.
- Experience with Sage Intacct APIs, web services, Marketplace solutions, or third-party integrations.
- Familiarity with XML, XSL/XSLT, JavaScript, PHP, HTML, or related technologies.
- Experience in complex multi-entity or multi-dimensional Sage Intacct environments.
- Construction, professional services, or project-based accounting experience.
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.
Pay Range:
Pay from: $97,000 to $169,800 About Cherry Bekaert 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 https://www.cbh.com/disclosure/
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. https://careers.cbh.com/legal-disclosures/ 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 https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.
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