Sage Intacct Reporting Specialist

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 experienced
Sage Intacct Reporting Specialist
to work with one of our
U.S.-based clients
to build and optimize custom financial reports and dashboards across
15+ 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 in
Sage 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 optimize
Statistical Accounts, Dimensions, Chart of Accounts
, and related Intacct settings to support accurate multi-entity reporting and rollups.
Design custom
management and board-level dashboards
covering KPIs such as recurring vs. non-recurring revenue, EBITDA by entity, deferred revenue schedules, and other key metrics.
Support
multi-entity consolidations and intercompany eliminations
within Intacct.
Review existing
Excel-based reporting logic
and replicate or improve it natively within Sage Intacct.
Advise on data workflows between
Sage Intacct and Snowflake
to support Power BI reporting and/or Native AI integration (Claude).
Document report logic and create a
handoff guide
so the internal finance team can independently maintain and modify reports.
Conduct light
training 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 with
private equity, holding company, SaaS, or roll-up business structures
is a strong plus.
Strong understanding of
financial reporting, chart of accounts, dimensions, statistical accounts, and entity structures
.
Ability to take an existing
Excel-based reporting model
and translate its logic into a scalable Intacct reporting solution.
Experience working with
Snowflake, 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 for
non-technical finance users
to understand.
Comfortable working independently in a
project-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.