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Marketing Analyst
Brookfield, WI
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Robert Half

ERP/CRM Consultant

Job Description

We are looking for an ERP/CRM Consultant to support a client with a Sage 100 to Sage Intacct implementation. This is a long-term contract opportunity for a detail-oriented individual who can guide the full project lifecycle, from discovery and system setup through validation and launch readiness. The ideal candidate brings hands-on Sage Intacct delivery experience, strong accounting knowledge, and the ability to translate business needs into a reliable, well-structured solution.
Responsibilities:
  • Direct the full implementation effort for moving financial operations from Sage 100 to Sage Intacct, ensuring milestones, priorities, and deliverables stay on track.
  • Review the current Sage 100 environment to understand workflows, account structures, reporting needs, and operational dependencies before configuring the target platform.
  • Manage data conversion activities by extracting, organizing, cleansing, and importing records such as general ledger details, payables, receivables, customer data, vendor data, open items, and historical financial information.
  • Configure Sage Intacct to align with accounting processes, business rules, and reporting requirements established during project discovery.
  • Partner with business stakeholders to document functional needs, resolve process gaps, and confirm that the new solution supports day-to-day finance operations.
  • Coordinate testing efforts by preparing test scenarios, validating migrated data, troubleshooting issues, and confirming system performance prior to deployment.
  • Provide go-live support and post-deployment guidance to promote a smooth transition and timely resolution of implementation issues.
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