Senior Implementation Consultant

• Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations
• Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards
• Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process
• Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines
• Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges
• Monitor dashboards and activity logs to proactively identify and resolve potential issues
• Deliver ongoing support by managing internal helpdesk tickets and support requests associated with the accounting technology stack and related implementations
• Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations
• Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration
• Assist in standardization and templatization of client segments for consistent delivery
• Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients
• Conduct demos and trainings for prospective clients or internal stakeholders as needed
• Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes
• Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features
• Support knowledge transfer and documentation for ongoing client success
• Work with project teams to communicate status updates, open items, and next steps for ongoing implementations
• Research and recommend new marketplace offerings and integration solutions to enhance client and staff experience
• Assist with user management within the technology stack, ensuring appropriate access and data integrity
• Perform regular spot checks on system activity logs to identify and resolve errors

• Bachelor’s degree in Information Technology, Accounting, or related field preferred
• Hands-on experience with implementation and configuration of accounting systems (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms)
• Strong technical troubleshooting and problem-solving skills
• Ability to communicate effectively with internal teams and clients
• Experience with financial system integrations and data migration is a major plus
• Commitment to excellent customer service and process improvement

Experience with financial system integrations and data migration

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options