Adaptive Insights Senior Consultant

Job Locations US-IL-Illinois (Remote) | US-CA-Southern CA (Remote) | US-CA-Northern CA (Remote) | US-TX-Texas (Remote) | US-Open to Location
Job ID 2021-4723
2 months ago


Armanino’s financial expertise, integration capabilities and credentials as an Elite Intacct Partner and Premier Adaptive Insights Partner position us as a leader in providing the Intacct-Adaptive Insights Solution. Adaptive Insights delivers leading cloud budgeting, forecasting and reporting capabilities. Combined with Intacct’s complete cloud accounting functionalities, Armanino’s Intacct-Adaptive Insights Solution eliminates the need for duplicate data entry, automates data flow between the systems and results in better, more dynamic, financial reporting. The Intacct-Adaptive Insights Solution gives you total confidence because the budget and forecasting data always reconciles and balances to your Intacct system. It also also empowers a mobile workforce with financial reporting and budgeting, planning and forecasting delivered on smart phones, tablets and laptops with no additional development effort. Armanino brings years of experience and thought leadership to deliver pre-packaged integration solutions that support optimized business processes.




As a Senior Consultant, you will be responsible for providing assistance to our clients by successfully managing and implementing Adaptive Insights following prescribed implementation methodology.   Additional responsibilities will be conducted onsite and web based:

  • Develop a deep knowledge of the Adaptive software including expertise implementing and using Adaptive and staying current with the latest product features and enhancements.
  • Effective translation and documentation of customer requirements into configurable software solutions and business management processes.
  • Strong project management, consulting, communication, and leadership skills managing expectations and delivering high quality solutions on-time within scope and budget.
  • Managing multiple project, supervise consulting staff including providing timely performance feedback.
  • Ensure implementation methodology is followed and customer satisfaction is high.
  • Work closely with Sales to coordinate software demos and statements of work for new sales.
  • Provide consulting services when appropriate.
  • Provide regular written reports on project status and discuss with customers.
  • Provide technical support to clients as needed.
  • Provide leadership and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, contribution to the knowledge base, etc.


  •  3-4 years of audit or consulting advisory experience or 1-2 years of CPM software implementation
  • Strong project management/customer leadership skills and delivery experience including the ability to develop high-quality project plans and timely deliverables.
  • Ability to master the Adaptive application functionality and implement it for our clients across a broad range of industries.
  • Ability to work both independently and collaboratively in a team environment.
  • Good facilitation techniques for determining client business requirements and directing client teams in completing implementation tasks.
  • Troubleshooting skills and superb analytical skills: ability to think “outside-the-box” to resolve problems.
  • Understanding of accounting basics and financial accounting processes/principles.
  • Excellent communication and relationship management skills.
  • Highly enthusiastic, positive-minded, customer focused, service-oriented.
  • Good understanding of Internet and general technologies.
  • Ability to multi-task and work on several projects simultaneously.
  • Motivated self-starter who is highly enthusiastic, proactive, positive-minded, customer focused, and service-oriented.
  • Bachelor’s degree, preferably in finance or accounting.
  • MBA and/or CPA strongly preferred.
  • Position requires occasional travel (estimate 20%).



If you’re up for the challenge and this is something you would like to consider, please apply online using the "Apply for this Job online" button at the top of the page. 



Our interview process normally consists of:

  • A phone interview with one of our “Rock Star” Recruiters
  • 1-2 rounds of on-site interviews with the Hiring Team
  • Offers usually go out within 48 hours of your interviews


Now, the fine print...

Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino LLP’s employees to perform their job duties may result in discipline up to and including discharge.


For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.


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