Bill.com, Expensify, Toast/MarginEdge, DataBlend for system integrations, Ramp, Mineraltree, Sage Intacct Payroll powered by ADP, Paychex, Paylocity, Martus Budgeting, Sage Intacct Fundraising ...
Bill.com, Expensify, Toast/MarginEdge, DataBlend for system integrations, Ramp, Mineraltree, Sage Intacct Payroll powered by ADP, Paychex, Paylocity, Martus Budgeting, Sage Intacct Fundraising ...
Expensify information
What does an Expensify specialist do?
An Expensify specialist manages and supports the use of the Expensify expense management software within an organization. Their responsibilities typically include onboarding new users, configuring expense policies, troubleshooting issues, and ensuring that expense reports are processed efficiently. They may also provide training to employees, assist with integrations to accounting systems, and help enforce compliance with company spending policies. The role requires strong organizational, technical, and communication skills.
What are some common challenges faced by expense report auditors at Expensify, and how can they be addressed?
Expense report auditors at Expensify often encounter challenges such as identifying policy violations, managing large volumes of submissions, and ensuring timely approvals. Staying up-to-date with company policies and leveraging Expensify's automation tools can help streamline the review process. Effective communication with employees and finance teams is also crucial to resolve discrepancies quickly and maintain compliance. Proactive organization and utilizing in-app features like flagging or commenting can further enhance efficiency in this role.
What are the key skills and qualifications needed to thrive as an Expensify specialist, and why are they important?
To thrive as an Expensify Specialist, you need strong financial acumen, attention to detail, and experience with expense management, often supported by a background in accounting or finance. Familiarity with the Expensify platform, integration tools (like QuickBooks or Xero), and relevant certifications (such as CPA or bookkeeping) is highly valuable. Excellent problem-solving, communication, and customer service skills help you efficiently support users and resolve issues. These skills and qualities are essential for ensuring accurate expense tracking, seamless integration with accounting systems, and a positive user experience.
What is the difference between Expensify vs Bookkeeper?
| Aspect | Expensify | Bookkeeper |
|---|---|---|
| Primary Role | Expense management and reporting software | Financial record keeping and transaction management |
| Required Skills | Software proficiency, expense policies | Accounting knowledge, bookkeeping skills |
| Work Environment | Technology-based, often remote | Office or remote, accounting firms or businesses |
| Certifications | Not required | Bookkeeping certifications (e.g., CB, CPA) |
Expensify is a software tool used for expense reporting, while a bookkeeper manages financial records manually or with software. They serve related but distinct functions in financial management, with Expensify focusing on expense automation and bookkeepers handling comprehensive financial data entry and reconciliation.
How does Expensify work?
Expensify is a platform that simplifies expense management by allowing users to scan receipts, track expenses, and submit reports digitally. It integrates with accounting tools and offers features like automatic receipt scanning and policy enforcement to streamline reimbursement processes.
What are popular job titles related to Expensify jobs in Kansas?
For Expensify jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Expensify jobs in Kansas look for?
The top searched job categories for Expensify jobs in Kansas are:
Senior Sage Intacct Delivery Manager
Overland Park, KS
Aprio •
Accounting Services • 501 - 1,000 employees501 - 1,000 employees
9.5
Based on 6 frontline employees who took The Breakroom Quiz
2nd of 23 rated bookkeepers and accountants
People enjoy working here
Good employer
Respectful managers
Good training
Uninterrupted breaks
Full-time
Medical, Dental, Vision, Retirement
Re-posted 11 days ago
Job description
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Technology Advisory team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Sage Intacct Delivery Manager to join their dynamic team.
As a Senior Manager, you will serve as a critical leader responsible for client success, strategic delivery, and team development. This role demands a blend of technical expertise in Sage Intacct, proven consulting experience, and exceptional leadership ability to drive project excellence and contribute to the firm's growth.
This role focuses on translating complex client business requirements into effective, implementable Sage Intacct solutions.
Responsibilities:
- Strategic Account Leadership: Lead and manage a portfolio of client accounts, ensuring exemplary service standards are maintained and strategic objectives are met.
- Talent Development & Mentorship: Actively mentor and coach junior staff, leveraging individual team member strengths and passions to maximize performance and professional growth.
- Project Governance: Maintain accountability for overall project success, including monitoring action plans, providing quality assurance, and proactively identifying and mitigating risks.
- Execute Full Implementation Cycle: Manage team and projects to drive project completion, executing multiple concurrent client projects, ensuring successful implementation of the Sage Intacct.
- Drive Project Success: Utilize a prescriptive implementation methodology and templated project plans to consistently deliver projects on time, within scope, and on budget, maximizing customer satisfaction and solution adoption.
- Business Development: Utilize and expand professional relationships through networking and marketing efforts to identify and capitalize on new business opportunities and promote the firm's services to existing clients.
- Sales Execution & Pre-Sales Technical Support: Possesses end-to-end sales cycle experience, specifically regarding Sage SKU/pricing models, engagement scoping, and Statement of Work (SOW) drafting.
- Culture & Standards: Uphold and reinforce the firm's professional and technical standards, fostering a culture of continuous improvement and innovation across the practice.
Core Technical & Consulting Responsibilities
Project Scoping and Solution Design
- Client Collaboration: Partner with clients and our internal team to fully understand evolving business needs and translate them into robust Sage Intacct solution requirements.
- Discovery & Analysis: Lead detailed discovery and scoping sessions to gather functional requirements for new module implementations, third-party integrations, and process optimization efforts.
- Scope Management: Accurately define project scope and estimate hours, identifying potential risks and necessary customizations early in the process to ensure smooth implementation and adjusted scope when needed.
- Contracting: Develop and present detailed Statements of Work (SOWs), including clear project timelines, deliverables, and financial estimates.
- System Integration: Guide clients through the Sage Intacct side of third-party integrations, advising on data flow, configuration needs, and best practices for ongoing use.
- Apply Product Expertise: Maintain expert-level knowledge of Sage Intacct, including advanced module functionality, and stay current with all new product features and enhancements.
- Vertical Industry Knowledge: Apply in-depth vertical knowledge of industry terminology, operational processes, and business intricacies to tailor solutions effectively.
- Additional Systems Experience or Knowledge of Market Place Partners with one or more of these systems: Bill.com, Expensify, Toast/MarginEdge, DataBlend for system integrations, Ramp, Mineraltree, Sage Intacct Payroll powered by ADP, Paychex, Paylocity, Martus Budgeting, Sage Intacct Fundraising powered by DonorPerfect, Salesforce, and Velixo.
Advanced Subject Matter Expertise
Serve as the Subject Matter Expert (SME), leading and performing implementation of advanced Sage Intacct modules, including:
- Dynamic Allocations
- Fixed Assets
- Prepaids
- Domestic or Global Consolidations
- Project and Billing
Qualifications:
- Bachelor's degree in Computer Science, Information Technology, Accounting, or a related field.
- 7-10 years of experience in developing and implementing business software technology solutions.
- 3+ years of supervisory or team leadership experience.
- Strong understanding of all core Sage Intacct modules (GL, AP, AR, Purchasing, Order Entry, Cash Management).
- Advanced module implementation experience and knowledge, including Allocations, Prepaids, Fixed Assets, and Project Accounting.
- Sage Intacct Implementation Consultant Certification and Sage Intacct Accountants Certification.
- Demonstrated accounting background or knowledge base and deep understanding of accounting workflows.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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About Aprio
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Atlanta, GA, US
Year founded
1952
