Sage Intacct - Senior Project Leader

Company: CliftonLarsonAllen
Location: Arlington
Posted on: May 24, 2023

Job Description:

At CLA we create inspired careers.

We recognize that not everyone wants to grow their career in the same way. That's why CLA exists to create opportunities. We promise to know you and help you.

CLA, one of the nation's largest public accounting and professional services firm is currently seeking a Senior Project Leader to join our growing Digital Transformation-Sage Intacct team! This is a Business focused Senior Project Leader within the Sage Intacct practice of CLA.

The Senior Project Manager will lead the delivery of project management consulting services for our Sage Intacct clients. Working closely with internal clients and external clients, you will deliver a full range of services, such as internal project reporting and administration, resource management, client management, project budgeting/accounting/finance, project planning, project control and project communication.

As a Senior Project Leader, you will work on:

Internal project reporting and administration

• Be prepared to represent the business to discuss project quality, client and team satisfaction, and project success metrics during regularly scheduled and ad hoc project review meetings with the managing director.
• Track and report weekly on percent complete, budget burn, earned value, slippage, project effort and duration to complete and other key project metrics.
• Keep an accurate risk tracking document with an associated mitigation plan. Resource management
  • Determine project roles of team members based on project requirements, timeframes and budget.
  • When necessary work with external contractors in addition to internal resources.
  • Define skill sets (competencies) required for the project based on project specifications and requirements.
  • Determine resource requirements (including staffing, software, hardware, and facilities) of projects, based on project specifications. Client management
    • Continually seeks opportunities to increase our customer satisfaction and deepen client relationships.
    • Builds a knowledge base of each client's business, organization and objectives.
    • Manages day-to-day client interaction.
    • Sets and manages client expectations.
    • Develops lasting relationships with client personnel that foster client ties.
    • Communicates effectively with clients to identify needs and evaluate alternative business solutions. Project accounting and finance
      • Understands basic revenue models, p/l, and cost-to-completion projections and makes decisions accordingly.
      • Understands our pricing model and billing procedures.
      • Accurately forecasts revenue, profitability, margins, bill rates and utilization.
      • Assures project legal documents are completed and signed.
      • Tracks and reports team hours and expenses on a weekly basis.
      • Manages project budget.
      • Determines appropriate revenue recognition, ensures timely and accurate invoicing, and monitors receivables for project.
      • Follows up with clients, when necessary, regarding unpaid invoices.
      • Analyzes project profitability, revenue, margins, bill rates and utilization Project planning
        • Explain implications of changes to project scope and/or objectives to the client and to the project team.
        • Lead the team to prioritize signed off project work based on analysis of strategic importance, tasks outstanding, obstacles or barriers, budgets, resources and deadlines.
        • Create, or participate in the creation of, project documentation.
        • Manage the client stakeholders, team members, or contract personnel to design a solution and establish associated project timelines and budgets that allow for the delivery of the most strategic functionality within the project constraints.
        • Establish and maintain a usable and well-communicated schedule for all phases of a project.
        • Work with the account director to ensure changes are understood and approved. Project control
          • Manage scope creep through client change orders, internal change orders, phased delivery or other methods to ensure projects deliver on timeline, scope, budget and strategy expectations.
          • Evaluate all key project deliverables, as well as final product to ensure traceability of requirements, high quality and client acceptance.
          • Responsible for formal sign off on all project deliverables; this will often include coordinating input and involvement from the account director and client.
          • Ensure project meets internal and client expectations with respect to quality, budget, delivery timelines, and strategy.
          • Identify, track, manage and mitigate risk on specific client engagements. Escalate these issues when necessary to ensure minimal impact to quality, budget, and timeline.
          • Where project control is in jeopardy, create contingency plans with appropriate input from key team members (including the account director) and implement a revised project schedule, scope or budget in a timely manner. Project communication
            • Work with the Sage Intacct team to ensure clients achieve an understanding of expectations, deliverables, dependencies, risks, progress and the bright works development process.
            • If needed, create customized reporting for the client or team.
            • When appropriate, work directly with clients, or in concert with account management and/or team leads, to secure sign off on deliverables or documentation
            • Use sound judgment in all project communication and ensure that key stakeholders including the
            • Team, client and management are apprised of project activities in a timely manner.
            • Communicate progress, risks, expectations, timelines, milestones and other key project metrics to clients and team members. As our ideal candidate, you have:
              • 3 years of experience in a business leadership position. Proficiency in business software, including accounting software required. Minimum two years IT security experience with one year of audit experience required for IT security work.
              • Bachelor's degree in computer science, information technology, or a related field. Equivalent experience may be considered in lieu of degree.
              • Demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
              • Demonstrated experience in leading and managing complex projects that are strategic in nature and national in scope
              • Strong interpersonal, communication, facilitation and presentation skills
              • Strong analytical and problem solving skills
              • Ability to work independently and with minimal supervision
              • Demonstrated ability to work in a small team setting.
              • Good computer skills, proficient with MS office applications
              • Knowledge of workforce strategies developed in other sectors is an asset
              • Knowledge of labor force strategies would be an asset
              • Excellent organizational skills with demonstrated ability to execute projects on time and on budget.
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                Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
                
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                Wellness at CLA
                
                To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
                
                To view a complete list of benefits click here.

Keywords: CliftonLarsonAllen, Arlington , Sage Intacct - Senior Project Leader, Accounting, Auditing , Arlington, Virginia