Finance Consultant, Deltek Vision/Vantagepoint

Accountabilities

• Client Consulting and Advisory: Serve as a trusted advisor to clients, delivering high-quality consulting services, understanding their business needs, and recommending solutions that improve financial operations and system performance.

• System Implementation and Optimization: Lead and support Deltek Vision/Vantagepoint implementations, provide consultative training, troubleshoot technical and functional issues, and guide clients in adopting effective system practices.

• Financial Process Management: Advise clients on accounting and financial workflows, including general ledger management, accounts payable and receivable, billing, cash management, revenue recognition, project budgeting, and financial reporting.

• Project Management and Delivery: Maintain accurate project documentation, coordinate internal resources, monitor project budgets, and ensure deliverables are completed on time and within agreed financial parameters.

• Client Relationship Management: Maintain strong client relationships, proactively resolve concerns, monitor satisfaction, and ensure services consistently meet established quality standards.

• Business Development: Identify opportunities to expand client engagements, recommend additional services, and contribute to marketing materials, user group meetings, and sales support activities.

• Team Leadership and Mentoring: Guide and mentor other consultants, share technical and functional expertise, and support the delivery of high-quality consulting projects.

• Continuous Improvement: Develop detailed client deliverables outlining findings, recommendations, and opportunities to improve financial processes and technology utilization.

Requirements:

• At least 5 years of hands-on experience using Deltek Vision or Vantagepoint.

• At least 5 years of accounting or finance experience within an architecture, engineering, or construction (AEC) industry firm.

• At least 2 years of consulting experience, preferably delivering services to external clients or managing Deltek systems internally within a finance department.

• Deltek Vantagepoint Accounting or Master Certification is preferred.

• Strong working knowledge of the following financial and accounting functions:

  • Chart of Accounts, General Ledger accounts, and posting processes.

  • Cash management and bank reconciliation.

  • Accounts payable, accounts receivable, and time and expense entry and approval.

  • Billing, invoice processing, and project budgeting.

  • Revenue recognition, labor rate and category tables, and overhead allocation.

  • Financial reporting and dashboards, with intermediate proficiency.

• Basic knowledge of multi-company environments, project planning integration with finance, advanced revenue generation methods, intercompany transactions and consolidations, and custom workflows and approval processes.

• Cross-functional understanding of resource planning, project management, or CRM systems.

• Strong analytical and problem-solving abilities, with the capacity to assess complex financial workflows and translate business requirements into practical system solutions.

• Excellent communication and client relationship management skills, with the ability to present findings and recommendations clearly.

• Demonstrated leadership, mentoring, and organizational skills, with the ability to manage multiple projects and priorities independently.

• A proactive, service-oriented mindset and commitment to delivering high-quality client experiences.

Candidates with strong Deltek Vantagepoint expertise are encouraged to apply even if they do not meet every qualification. The appropriate career level—Consultant, Senior Consultant, or Principal Consultant—will be determined based on experience and expertise.

Benefits:

• Competitive Salary: Estimated annual salary ranging from $100,000 to $130,000, depending on experience, qualifications, certifications, skills, and geographic location.

• Medical Coverage: Choice of three medical insurance plans designed to accommodate different needs and budgets.

• Health and Wellness: Access to zero-cost Teladoc telehealth services and wellness resources through Husk Wellness, including gym membership discounts, nutrition guidance, and mental health support.

• Flexible Time Off: Flexible paid time off (PTO) policy and 10 paid holidays.

• Health and Dependent Care Accounts: Employer-backed Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).

• Insurance Protection: Employer-paid life insurance, accidental death and dismemberment (AD&D), and short- and long-term disability coverage.

• Employee Assistance Program: Access to additional resources and support for personal and professional well-being.

• Additional Insurance Options: Access to InsurChoice for personal insurance solutions.

• Remote Work Environment: Flexibility to work remotely while collaborating with a supportive and experienced consulting team.

• Professional Growth: Opportunities to expand consulting expertise, develop leadership capabilities, and work with a diverse range of AEC organizations.