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Lead Functional Consultant

Lead Functional Consultant

Spigot Software Private Limited, India
13 days ago
Job description

Client Engagement & Requirements Gathering

  • Act as the primary functional point of contact for clients throughout the project lifecycle.
  • Lead discovery sessions to capture business and financial requirements.
  • Document future-state processes, system requirements, and gaps using standard templates.
  • Define system dimensions (entities, departments, locations, projects) to support client reporting needs.
  • Drive measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption.

Solution Design & Configuration

  • Collaborate with Solution Architects, reporting lead, and technical teams to ensure end-to-end solutions.
  • Design and configure Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs.
  • Incorporate best practices in accounting and financial operations, including revenue recognition, project costing, and reporting.
  • Lead change management discussions, ensuring client teams understand and adopt new workflows and financial processes enabled by the tech stack.

    • Implementation & Testing

  • Onboard clients onto the Consero tech stack and configure advanced modules.
  • Execute test strategy and coordinate user acceptance testing (UAT).
  • Extract, transform, and validate legacy master data; map to future-state structure.
  • Support data migration, including historical financials.

    • Training & Go-Live Support

  • Deliver client training sessions on configured systems and processes.
  • Train internal teams on new client-specific solutions and workflows.
  • Provide support during the first month of Go-live.

    • Project Oversight & Risk Management

  • Monitor tasks via Smartsheet and coordinate with cross-functional teams.
  • Escalate risks, scope changes, and timeline impacts to Project Manager promptly.
  • Track client sentiment and maintain alignment to ensure successful delivery.

    • External Skills and Expertise :

    Preferred Qualifications :

  • Sage Intacct Implementation Specialist and / or Advanced Module certifications.
  • Experience with other financial systems (Salesforce, BILL, Nexonia, Expensify, ADP).
  • Familiarity with Smartsheet or other task / project management tools

    • (ref : iimjobs.com)

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    Functional Consultant • , India

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