Sage X3 Financial Consulting Manager jobs in United States
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Cherry Bekaert ยท 4 days ago

Sage X3 Financial Consulting Manager

Cherry Bekaert is a leading assurance, tax, and advisory firm in the U.S. seeking an experienced Sage X3 Financial Consultant - Manager to lead financial modules of Sage X3 ERP implementations. The role involves managing project teams, mentoring junior consultants, and ensuring high-quality delivery to drive client success.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Lead and manage Sage X3 financial implementation projects, including multi-company, multi-currency, and multi-legislation environments
Oversee requirements gathering, process analysis, and design for core financial modules (General Ledger, Accounts Payable/Receivable, Fixed Assets, Cash Management, Budgeting, Cost Accounting, and Financial Reporting)
Configure and customize Sage X3 Finance features to align with client business needs, including workflows, reporting, integrations, and compliance with local regulations (e.g., GAAP, IFRS, VAT)
Mentor and coach junior consultants, lead workstreams, and ensure team adherence to best practices and project timelines
Conduct client workshops, training sessions, and user acceptance testing to drive adoption and minimize post-go-live issues
Identify opportunities for process improvements, additional services, and upselling within client engagements
Manage project scope, budgets, timelines, and risks; prepare proposals, estimates, and status reports
Provide post-implementation support, troubleshooting, and optimization to ensure long-term client satisfaction
Stay current with Sage X3 updates, certifications, and industry trends to deliver cutting-edge solutions
Collaborate with technical teams for customizations, integrations (e.g., APIs, EDI), and third-party tools

Qualification

Sage X3 ERPFinancial module expertiseTeam managementSage X3 Financial CertificationAccounting principlesFinancial processesClient-facing skillsProcess improvementCommunicationPresentation skillsMentoring

Required

8+ years of hands-on experience with Sage X3 ERP, with a strong focus on the Finance module
Proven track record leading Sage X3 financial implementations (full lifecycle preferred)
Deep expertise in Sage X3 Finance features, including multi-entity consolidation, intercompany transactions, fixed assets, budgeting, and advanced reporting
Experience managing teams or workstreams in consulting environments
Strong understanding of accounting principles, financial processes, and compliance requirements across industries (manufacturing, distribution, or services preferred)
Bachelor's degree in Accounting, Finance, Business, Information Systems, or related field
Sage X3 Financial Certification (or willingness to obtain/maintain)
Excellent communication, presentation, and client-facing skills

Preferred

Experience with Sage X3 integrations (e.g., SQL, SEI, Crystal Reports, APIs, Power BI)
Background in similar ERP systems (e.g., SAP, Oracle, Infor, Microsoft Dynamics)
Experience in multi-site deployments

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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Company data provided by crunchbase