Sage Intacct Reporting Specialist
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About Savvital:
At Savvital, we provide offshore staffing solutions and high-performing Virtual Professionals (VPs) designed to help modern businesses scale efficiently. Our clients don't partner with us simply to cut costs — they work with us to build capacity, eliminate operational bottlenecks, and reclaim their most valuable resource: time.
About The Role:
We’re looking for an experiencedSage Intacct Reporting Specialist to work with one of ourU.S.-based clients to build and optimize custom financial reports and dashboards across15+ entities. The goal is to reduce reliance on manual, Excel-based consolidation by implementing scalable, native Intacct reporting while improving visibility into entity-level and consolidated financial performance.
Key Responsibilities:
- Build custom financial reports inSage Intacct Report Writer / Financial Report Writer, including:
- Multi-entity trial balances
- Consolidated P&L, balance sheet, and cash flow statements
- Entity-level financial reports
- MTD, YTD, TTM, and budget vs. actual reporting
- Consolidated and entity-level views with drill-down capability
- Advise on, configure, and optimizeStatistical Accounts, Dimensions, Chart of Accounts, and related Intacct settings to support accurate multi-entity reporting and rollups.
- Design custommanagement and board-level dashboards covering KPIs such as recurring vs. non-recurring revenue, EBITDA by entity, deferred revenue schedules, and other key metrics.
- Supportmulti-entity consolidations and intercompany eliminations within Intacct.
- Review existingExcel-based reporting logic and replicate or improve it natively within Sage Intacct.
- Advise on data workflows betweenSage Intacct and Snowflake to support Power BI reporting and/or Native AI integration (Claude).
- Document report logic and create ahandoff guide so the internal finance team can independently maintain and modify reports.
- Conduct lighttraining sessions for the internal team on report maintenance and ad hoc modifications.
Key Skills & Experience
- 3+ years of hands-on experience building custom reports in Sage Intacct, beyond simply using standard/default reports.
Strong practical experience with:
- Sage Intacct Report Writer / Financial Report Writer
- Custom Reports
- Dashboard modules
- Multi-entity reporting
- Consolidations
- Intercompany eliminations
- Experience working withprivate equity, holding company, SaaS, or roll-up business structures is a strong plus.
- Strong understanding offinancial reporting, chart of accounts, dimensions, statistical accounts, and entity structures.
- Ability to take an existingExcel-based reporting model and translate its logic into a scalable Intacct reporting solution.
- Experience working withSnowflake, Power BI, or financial data warehouse workflows is a plus.
- Strong written communication skills, with the ability to document technical reporting logic in a way that is easy fornon-technical finance users to understand.
- Comfortable working independently in aproject-based / consulting capacity, identifying reporting gaps and recommending practical solutions.
Compensation and Benefits:
- Base Salary: Market Competitive (commensurate with experience)
- Allowances: Premium Internet, Electricity, and Wellbeing allowances to support night-shift operations.
- Medical Insurance:Comprehensive health coverage.
- Performance Bonuses:Structured bonuses based on individual targets and account retention metrics.
- Annual Growth:Regular performance-based increments and clear vertical career progression.