Description & Requirements
Location: This role can be located in one of our Forvis Mazars office locations or can be a fully remote work opportunity
Ready to Accelerate Your Career? Join our rapidly expanding advisory team.
Our Advisory practice brings together our global footprint, industry expertise, client relationships, and innovative solutions to help organizations achieve their strategic objectives. We serve a broad portfolio of clients across banking, insurance, global markets, asset and wealth management, payments, and other complex industries. Our clients range from premier global financial institutions to super-regional and community-based organizations, asset managers, and emerging companies.
Who Makes a Highly Successful Advisor?
We are looking for a strong, execution-oriented leader to join our inclusive community of technology advisors. The ideal candidate is entrepreneurial, client-focused, and committed to continuous learning. This person leads with accountability, builds trust quickly, drives work forward with discipline, and brings a growth mindset that helps both clients and team members succeed.
Your New Career Challenge
In this role, you will work alongside highly talented subject matter leaders and team members across Forvis Mazars and our clients. You will have the opportunity to lead meaningful work, strengthen client relationships, influence delivery excellence, and continue building your leadership capabilities while contributing to a growing practice. This is a leadership-focused player-coach role for someone who can lead client engagements, mentor team members, and remain actively involved in delivering high-quality work. The right candidate will lead implementations that are on time, on budget, and aligned with client goals while building trusted relationships and maintaining strong delivery discipline. This person should be confident coaching others, making sound decisions, removing roadblocks, and turning strategy into action.
What You Will Do:
Client Engagement & Delivery
- Lead Sage Intacct implementation engagements from discovery through deployment, with accountability for delivery quality, timeline adherence, and client satisfaction.
- Analyze client goals, business processes, and operational needs to design implementation strategies that align technology solutions with business objectives.
- Own project execution by developing and managing project plans, milestones, resource needs, risks, and deliverables from kickoff through go live.
- Provide leadership in client meetings by setting direction, facilitating decisions, addressing issues proactively, and keeping work moving forward.
- Deliver business process consulting and best-practice guidance to help clients improve operations and maximize the value of Sage Intacct.
- Configure Sage Intacct solutions to meet client requirements while balancing scalability, usability, and long-term business needs.
- Build trusted client relationships through clear communication, sound judgment, and consistent follow-through.
- Apply implementation standards, tools, and documentation to drive consistency, quality, and efficiency across engagements.
- Support existing clients as needed by addressing issues, identifying improvement opportunities, and reinforcing long-term partnership value.
- Collaborate effectively across the Sage Intacct practice to support shared delivery goals, practice growth, and strong client outcomes.
- Manage multiple client, project, and team priorities in a fast-paced environment with strong organization and execution discipline.
- Travel up to 30% as needed to support client engagements and team collaboration.
Team Leadership & Practice Contribution
- Serve as a leader within the practice by modeling accountability, professionalism, collaboration, and a high standard of client service.
- Coach, mentor, and develop consultants through regular guidance, constructive feedback, and support for skill and career growth.
- Balance leadership responsibilities with hands-on execution, remaining actively involved in client delivery while helping others succeed.
- Identify risks, remove roadblocks, make informed decisions, and maintain forward momentum across projects and team initiatives.
- Partner with project managers and practice leadership on resource planning and staffing decisions that support balanced workloads and delivery excellence.
- Contribute to the development of internal tools, templates, methodologies, and best practices that improve consistency and efficiency.
- Support team engagement and capability growth by encouraging collaboration, continuous improvement, and shared problem-solving.
- Recognize and elevate opportunities to expand client relationships through cross-sell and upsell opportunities that align with client needs.
- Support sales by building relationships internally and externally and providing expertise and executive presence during the sales cycle.
- Translate strategy into actionable plans and drive results through strong follow-through, ownership, and execution.
Minimum Qualifications:
- Degree in Accounting, Finance, Business, Management Information Systems, or equivalent professional experience.
- Five or more years of functional experience with Sage Intacct, NetSuite, FinancialForce, or other cloud-based accounting or ERP applications.
- Five or more years of consulting, implementation, or solution delivery experience in a client-facing environment.
- Proven experience leading ERP or software implementation projects with accountability for scope, timeline, and client outcomes.
- Experience mentoring, coaching, or developing consultants, project team members, or other professionals.
- Demonstrated ability to manage multiple priorities, solve problems proactively, and drive work to completion.
- Track record of building trusted client relationships while delivering measurable business results.
- Strong written and verbal communication skills, including the ability to lead discussions with clients, internal teams, and leadership.
- Proficiency in Microsoft Office Suite.
Preferred Qualifications:
- Bachelor's or Master's degree in Accounting, Business, Management, Management Information Systems or a related field.
- Experience presenting to and influencing client leadership throughout the sales, implementation, and delivery lifecycle.
- Experience leading, managing, or mentoring consulting teams in a professional services environment.
- CPA license.
- Sage Intacct certifications.
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About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Colorado's Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
Colorado Salary Range:
CO Minimum Salary (USD)
$ 135,700
CO Maximum Salary (USD)
$ 310,100
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 162,900
NY Maximum Salary (USD)
$ 338,300
California Pay Transparency
Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
California Salary Range:
CA Minimum Salary (USD)
$ 149,300
CA Maximum Salary (USD)
$ 338,300
California Fair Chance
Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories, arrest and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, LA County Fair Chance Ordinance, and the San Francisco Fair Chance Ordinance.
Maryland Wage Transparency
Pursuant to Maryland's Wage Range Transparency Law, the salary range displayed is for the Maryland market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
MD Minimum Salary (USD)
$ 135700
MD Maximum Salary (USD)
$ 310100
Massachusetts Wage Transparency
Pursuant to the Massachusetts' Wage Transparency Act, the salary range displayed is for the Massachusetts market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
MA Minimum Salary (USD)
$ 149300
MA Maximum Salary (USD)
$ 310100
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 135700
IL Maximum Salary (USD)
$ 310100
New Jersey Wage Transparency
Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NJ Minimum Salary (USD)
$ 162900
NJ Maximum Salary (USD)
$ 338300
Vermont Wage Transparency
Pursuant to Vermont Act 155, the salary range displayed is for the Vermont market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
VT Minimum Salary (USD)
$ 122100
VT Maximum Salary (USD)
$ 281900
Washington Wage Transparency
Pursuant to Washington's Equal Pay and Opportunities Act, the salary range displayed is for the Washington market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits such as medical, dental, vision, tax-savings plans, 401(K), profit-sharing contributions, flexible time off, holidays, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
WA Minimum Salary (USD)
$ 135700
WA Maximum Salary (USD)
$ 338300
Close Date: 08/26/2026
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.