Lead, coach, and develop a team of report writers, SQL developers, and BI specialists to deliver exceptional results.
Establish priorities, allocate resources, and ensure on-time completion of client and internal projects.
Implement and monitor processes for quality assurance, documentation, and version control across all deliverables.
Foster a culture of collaboration, accountability, and continuous learning within the Information Delivery Group.
Oversee the design, development, and deployment of custom financial and operational reports using: Sage Intacct, Sage 300 CRE, Acumatica BI tools, Power BI.
Provide architectural guidance on data replication, SQL integration, and multi-ERP data strategies.
Serve as the primary point of contact for key stakeholders and client partners regarding information delivery needs.
Collaborate with Accounting, Finance, and Business Operations leaders to define priorities, scope projects, and align reporting solutions with organizational goals.
Define and track key performance indicators (KPIs) for team productivity, report accuracy, and client satisfaction.

Requirements

5 -7 + years of experience in financial or business intelligence reporting, including 3 + years in a leadership or managerial capacity.
Proven experience with Sage Intacct, Sage 300 CRE, or comparable ERP systems.
Strong proficiency with SQL, Crystal Reports, and Power BI (or equivalent BI tools).
Understanding of GAAP and financial reporting fundamentals.
Demonstrated ability to translate business requirements into technical reporting solutions.
Strong communication and stakeholder management skills, including experience in client-facing environments.
Ability to manage multiple concurrent projects and deliver high-quality work under deadlines.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLCrystal ReportsPower BISage IntacctSage 300 CREAcumatica BI toolsdata replicationSQL integrationmulti-ERP data strategiesfinancial reporting

Soft Skills

leadershipcoachingcollaborationaccountabilitycontinuous learningcommunicationstakeholder managementproject managementprioritizationclient-facing