Implementation Consultant
Job Posting
Location: Naples, FL or US East Coast
Salary Range: $100,000 - $110,000
About FYIsoft
FYIsoft is a financial software company that builds reporting and budgeting solutions for accounting and finance professionals. Our applications, including ReportFYI and BudgetFYI, connect directly to customers’ general ledger and ERP systems - such as NetSuite, Microsoft Dynamics 365 Business Central, Sage Intacct, and Acumatica - so finance teams can produce accurate financial statements, consolidated reports, and budgets without the manual spreadsheet work. We are especially strong with service and retail businesses that operate many locations.
We use AI and automation throughout our own work, which means our team gets hands-on exposure to modern, AI-powered tools well beyond what is typical in a traditional accounting or consulting role at a larger company. We value technical adaptability and a willingness to learn as much as years of experience.
About the Role
As an Implementation Consultant, you’ll take new customers from signed contract to live, trusted financial reports. You’ll bring an accountant’s eye to every project: learning each customer’s reporting needs, building their financial statements and management reports in our reporting and budgeting applications, and training their finance team to run and maintain them on their own. After go-live, you’ll stay a trusted resource, helping customers solve problems, get more out of their reports and keep their finance teams confident in the numbers.
What You'll Do
- Review the customer’s general ledger setup, chart of accounts, dimensions and entities, and map them for reporting
- Build row and column definitions, calculations and report layouts for P&Ls, balance sheets, cash flow statements, budget-vs-actual and consolidated reports
- Configure budgeting models and multi-currency translation where needed
- Validate report output against the customer’s trial balance and resolve variances
- Work with client’s technical team to confirm the GL data connection is complete and accurate
- Train finance users and administrators through live sessions and written guides
- Manage several implementations at once, tracking tasks, risks and go-live dates
- Provide ongoing support to live customers by email and screen share, resolving report, budget and data questions quickly
- Troubleshoot report and data issues, find the root cause and follow through until the customer is satisfied
- Help customers build new reports and update existing ones as their business, chart of accounts or reporting needs change
- Hold periodic check-ins with customers to review how they’re using our applications and recommend improvements
- Document common issues and solutions to build our knowledge base
- Share customer feedback with Development Team to improve onboarding and the software
What You Bring
- Bachelor’s degree in accounting, finance or a related field
- 3+ years of accounting experience, such as a staff accountant, senior accountant, GL accountant or controller role
- Hands-on experience building financial statements and management reports
- Experience implementing a general ledger, ERP or financial reporting application, such as setting up the chart of accounts, dimensions and entities, or report packages
- Strong understanding of the general ledger, account structures, month-end close and the core financial statements
- A customer-first attitude, with patience and clear communication with finance teams in writing, on calls and in training sessions
- Ability to manage several projects and deadlines at once with little oversight
Nice to Have
- Experience with ERP or accounting systems such as NetSuite, Business Central, Sage Intacct or Acumatica
- Experience with financial report writers, budgeting or FP&A tools
- Familiarity with multi-entity consolidations and currency translation
- Working knowledge of SQL or data mapping
- Prior customer-facing role at a software company or consulting firm
Why Join FYIsoft?
FYIsoft offers a high-growth, entrepreneurial culture where employees have the opportunity to directly impact company success while advancing their careers in the rapidly growing AI and financial technology space.
Benefits Include:
- Competitive compensation package
- Paid Time Off and company holidays
- 401(k) plan with company participation
- 100% company-paid employee health, dental, life, and short-term disability insurance
- Additional voluntary benefits
FYIsoft, Inc. is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.
FYIsoft, Inc. participates in E-Verify. We will provide the federal government with each new hire's Form I-9 information to confirm employment eligibility.