Senior Financial Business Consultant

As a Senior Financial Business Consultant, you will be responsible for leading multiple simultaneous Unanet implementations of varying complexity, while ensuring client satisfaction and success.
What You'll Do

• Lead implementation activities for standard engagements
• Understand and interpret client's business and accounting policy requirements in order to configure Unanet to meet their needs, including invoicing requirements, revenue recognition, labor costing, cost accounting needs (ie. cost pools and overhead allocations), etc.
• Assist clients with their first month end close and reconciliation cycle, including initializing AR aging, AP aging, WIP, unbilled, bank recons, etc.
• Initiate, execute, and support the customer throughout the implementation process to aid their successful adoption of Unanet
• Coordinate and complete requirements gathering and configuration activities; such as core data load for projects, tasks, customers, employees, subcontractors, etc.
• Lead customer training during Unanet engagements as directed
• Adhere to standard Unanet milestone-based implementation process
• Coordinate with the project manager to ensure the project remains on schedule and within budget
• Maintain quarterly target utilization as determined by supervisor starting after 3 months
• Collaborate with supervisor to organize workload to support multiple, simultaneous implementations
• Support efforts to continuously improve Professional Services processes and procedures
• Participate in group meetings and training sessions when appropriate to gain experience and knowledge about the Unanet product
• Develop SQL scripts, as needed, to configure and meet the clients requirements
• Stay up to date on new Unanet product feature functionality

Who You Are

• 5+ years of accounting experience
• Bachelor's degree in Accounting or a related field
• Experience with various accounting systems, project management, and/or practical accounting experience
• Proficient at working with and manipulating large data sets using Excel

Your Differentiators

• CPA
• Experience in Architecture, Engineering, Construction industry
• Prior business consulting experience
• Experience using government accounting software such as Deltek, Microsoft Dynamics, and QuickBooks is preferred
• SQL experience (entry to mid-level)

Your First 90 Days
In your first 30 Days:

• Attend HR Employee Orientation and meet Unanet team
• Review all pre-recorded videos of Unanet features available on the HelpCenter
• Review all pre-recorded videos of Unanet features available within the Learning management System
• Attend all available training sessions and webinars
• Shadow implementation consultant on two (2) engagements
• Develop a detailed training plan with your manager

In your first 60 Days:

• Continue to shadow implementations and continue to work through the defined training plan
• Attend all available training sessions and webinars
• Using recorded resources and a demo database, you'll become proficient in our product's specialty feature: Time and Expense Tracking
• Achieve 5% billable realization target

In your first 90 Days:

• Continue to shadow implementations and continue to work through the defined training plan
• Using recorded resources and a demo database, you'll become proficient in our product's specialty feature: Financials
• Lead all or some portions of client implementations
• Achieve 15% billable realization target

Our Values

• We are a Team. Employees, customers, and partners working together.
• We are Customer-Focused. Customers are the heart of everything we do.
• We are Driven. Seeking exceptional outcomes.
• We Own our Success. Every employee has a stake in our company.
• We do the right thing and have fun in the process.

The salary range for this opportunity is $95,000 - $110,000 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.
Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.