Finance Consultant, Deltek Vision/Vantagepoint

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with clients to implement the Vision/Vantagepoint system.

• Offer consultative training, troubleshooting, and best practice guidance.

• Assess client requirements and deliver customized solutions.

• Provide trusted advisory services.

• Keep precise project records.

• Coordinate with internal teams to proactively address client issues.

• Create client deliverables that include detailed findings and actionable recommendations.

• Monitor project budgets closely.

• Manage project billing and collections.

• Ensure client satisfaction in line with SNZweig service standards.

• Identify opportunities for expanding client engagements and cross-selling services.

• Contribute to marketing materials, user group meetings, and sales support initiatives.

• Mentor and support other consultants.

• Guarantee high-quality delivery that is timely and within budget.

• Evaluate client and project management activities.

• Assist in optimizing the performance of the Vision/Vantagepoint system.

⛳️ Requirements

• Preferred: Vantagepoint Accounting or Master Certification.

• Familiarity with Chart of Accounts, GL Accounts, and Posting.

• Experience in Cash Management and Bank Reconciliation.

• Knowledge of AP, AR, Time & Expense Entry/Approval processes.

• Proficiency in Billing and Invoice Processing.

• Experience in Project Budgeting and Revenue Recognition.

• Understanding of Labor Rate and Category Tables.

• Intermediate knowledge of Financial Reporting and Dashboards.

• Basic understanding of Multi-Company operations.

• Basic knowledge of Project Planning integration with Finance.

• Basic knowledge of Advanced Revenue Generation Methods.

• Experience with Overhead Allocation.

• Familiarity with Intercompany Transactions and Consolidations.

• Basic knowledge of Custom Workflows and Approvals.

• At least basic cross-functional knowledge of Resource Planning, Project Management, or CRM.

• A minimum of 5 years using Deltek Vision/Vantagepoint.

• At least 5 years of accounting or finance experience in an AE-industry firm.

• At least 2 years of consulting experience.

• Strong expertise in Deltek Vantagepoint.

• Proven leadership, mentoring skills, and business acumen.

• Ability to work remotely from within the United States.

🏝️ Benefits

• Three medical plan options.

• Access to Teladoc's no-cost telehealth services.

• Discounts on gym memberships, nutrition guidance, and mental health support through Husk Wellness.

• Flexible PTO policy.

• 10 paid holidays.

• Employer-supported HSAs and FSAs.

• Employer-covered life insurance.

• Employer-paid AD&D insurance.

• Comprehensive short- and long-term disability coverage.

• Employee Assistance Program.

• Access to InsurChoice for personal insurance options.

• Fully remote work opportunity.