Finance Consultant, Deltek Vision/Vantagepoint
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Key details
- Location
- United States
- Work style
- Remote
- Level
- Senior
- Job type
- Full-time
- Experience
- 5–8 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 7h ago
Skills
About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Finance Consultant, Deltek Vision/Vantagepoint based in the United States.
As a Finance Consultant, you will help architecture, engineering, and construction (AEC) firms optimize their financial operations through expert consulting and technology solutions. You will leverage your knowledge of Deltek Vision and Vantagepoint to support system implementations, improve financial processes, and guide clients toward best practices. Working closely with clients, you will assess business needs, troubleshoot challenges, and deliver tailored recommendations that drive operational efficiency. You will also oversee project activities, ensuring successful delivery within established budgets and timelines. Beyond client engagements, you will contribute to business development, mentor fellow consultants, and strengthen the overall consulting practice. This remote opportunity offers the chance to work with diverse organizations while growing your expertise in a collaborative and fast-evolving professional environment.
Accountabilities
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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.
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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.
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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.
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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.
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Client Relationship Management: Maintain strong client relationships, proactively resolve concerns, monitor satisfaction, and ensure services consistently meet established quality standards.
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Business Development: Identify opportunities to expand client engagements, recommend additional services, and contribute to marketing materials, user group meetings, and sales support activities.
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Team Leadership and Mentoring: Guide and mentor other consultants, share technical and functional expertise, and support the delivery of high-quality consulting projects.
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Continuous Improvement: Develop detailed client deliverables outlining findings, recommendations, and opportunities to improve financial processes and technology utilization.
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At least 5 years of hands-on experience using Deltek Vision or Vantagepoint.
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At least 5 years of accounting or finance experience within an architecture, engineering, or construction (AEC) industry firm.
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At least 2 years of consulting experience, preferably delivering services to external clients or managing Deltek systems internally within a finance department.
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Deltek Vantagepoint Accounting or Master Certification is preferred.
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Strong working knowledge of the following financial and accounting functions:
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Chart of Accounts, General Ledger accounts, and posting processes.
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Cash management and bank reconciliation.
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Accounts payable, accounts receivable, and time and expense entry and approval.
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Billing, invoice processing, and project budgeting.
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Revenue recognition, labor rate and category tables, and overhead allocation.
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Financial reporting and dashboards, with intermediate proficiency.
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Basic knowled