CareerPlan

Sage Intacct Reporting and Custom Documents Specialist

Remote - United StatesRemoteFull-time2026-08-11 → 2026-11-10

Core

Develop, test, and deliver client reports and custom documents using Sage Intacct Platform tools (Interactive Custom Report Writer, Visual Explorer, Advanced Financial Reports) while providing technical expertise on complex implementations.

Role type

Senior IC financial reporting and document customization specialist

Builds

Custom financial reports, custom documents, and reporting solutions for clients using Sage Intacct

Domain

Accounting software implementation and customization (Sage Intacct)

Required skills

Sage Intacct Platform expertise, Interactive Custom Report Writer (ICRW), Interactive Visual Explorer (IVE), Custom Reports, Advanced Financial Reports, SQL, business process analysis, data import/export design, client requirement gathering, technical support, project task execution

Preferred skills

XML/XSLT/XQUERY, Velixo, Shell Scripting, JavaScript, PHP, HTML, Business Intelligence tools (Nectari, SEI, PowerBI), project management

Technologies

Sage Intacct, SQL, Microsoft Office, Velixo, Nectari, SEI, PowerBI, XML, XSLT, XQUERY

Responsibilities

Design, develop, and test advanced reporting solutions; Execute report design, document customization, testing, installation, and documentation; Provide on-site and remote support to resolve user application issues; Assist in data import/export design; Present information and respond to client inquiries; Create weekly status reports on project progress

Seniority

Mid-level, hands-on IC