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Accounting Consulting Practice Lead


COMPANY OVERVIEW:

Veracross is a PE-backed leading provider of a SaaS-based school information system (SIS) platform for independent schools. Designed specifically to meet the unique needs of independent schools, Veracross combines the power of a truly integrated database with personalized, data-driven communication tools. To date, we have configured and deployed our system at over 250 leading private K-12 schools in over 20 countries through a powerful, leveraged, and elegant architecture unique in our industry.

ROLE SUMMARY:

The Accounting Consulting Practice Lead is responsible for ensuring that all Accounting module implementations are done on time, within efficient timeframes, and on budget. This person also leads efforts to ensure capacity to implement Accounting modules match incoming sales. This individual is responsible for continual monitoring and improvement of organizational process documentation of the Accounting (and other Business) modules. And finally, the Accounting Implementation and Services Practice Lead uses their knowledge of the product, and standard accounting practice to lead direct implementation engagements.

JOB RESPONSIBILITIES:

  • Direct delivery of Veracross Accounting platform Implementations to the most complex Accounting offices. The consulting consists of:
    • Accounting Discovery: office operations and workflow discovery
    • Accounting Platform Transition to Veracross Options Consulting: Discovery-infused platform setup options presented, demoed, revised, and finally agreed upon.
  • Lead coaching and training of entry and intermediate level Business module specialists (Implementation Managers, Product Area Consultants, Technical Support Specialists etc) to the highest-level Accounting consulting and training standards.
  • Develop Business Office Project Plans: Planning and finalizing Business office timelines, assigning teams, and managing each project hand-off to Accounting Specialists and the overall implementation Project Manager.
  • Oversee all active Business modules implementations to ensure timelines are being met, budgets are being kept, and implementation is being done efficiently.
  • Business Office Workflow Consulting: Process-integrated office workflow consulting, producing school-specific workflow documentation.
  • Strategic Leadership – offer quality recommendations for problems that might not be fully identified, by understanding and analyzing issues and facts 
  • Internally consult and contribute toward developing documentation and process standards guiding best-practice Accounting installation and training
  • Lead training opportunities for the Client Experience Team (and others that wish to participate) to improve cross module understanding among Client Experience staff.
  • Leads direct onsite or web training engagements for strategic and/or highly complex Accounting offices
  • Coordinates with other Practice Leads and Implementation Team leaders to ensure consistency in implementation tools and general process
  • Respond to and handle any service quality issues or engagement-critical issues 
  • Participate with Marketing and Sales in 2-3 Advancement conferences a year

REQUIREMENTS:

  • 4-year college degree or equivalent experience
  • A solid understanding of the fundamental accounting equation; the general journal; the chart of accounts; general ledger reporting (balance sheet, trial balance, profit & loss statements); fiscal period and fiscal year closing; budgeting; reconciliations; and sub-ledger processing (e.g. accounts payable, accounts receivable, cash processing, purchases journal, fixed assets, cost accounting)
  • 6+ years leading Veracross Accounting Implementations or related experience leading SAAS Accounting implementations
  • Excellent written and oral communication skills to include comfort with public speaking, presentation delivery, etc.
  • Above average financial and business acumen coupled with strong organizational skills
  • Experience in full-cycle service delivery and consulting services, ideally within the software, or accounting industry
  • Ability to make complex decisions and recommendations under limited direction and using a high degree of initiative and independent judgement
  • Problem-solving skills with ability to perform root cause analysis
  • Ability to travel up to 15% of the time

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463