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TABLESPOON

Senior Consultant and Project Lead (Sage Intacct)

workfromhome, TX

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Job description

About Tablespoon

Tablespoon is the leading Sage Intacct partner specializing in the restaurant and hospitality industry. Recognized by Sage for our commitment to our clients and a recipient of multiple partner awards, we are proud to serve successful restaurant and retail concepts of all shapes and sizes (from independents to national franchises) and are growing rapidly, as demand for modern technology solutions and industry-specific financial expertise accelerates.

As a boutique firm with deep industry experience, we don't just implement software — we help restaurant finance teams gain real-time visibility, automate the back office, and turn data into decisions. Our clients trust us not just to configure Sage Intacct, but to help them think through how their finance function should work as they scale. Innovation, agility, and continuous improvement are at our core, and our work is measured by the impact we have on the operators we are privileged to serve.

The Role

We're looking for a Senior Consultant and Project Lead who brings equal parts technical depth and executive presence. This is a client-facing advisory role as much as it is a delivery role — you'll lead implementations end-to-end, but you'll also be the person sitting across from a CFO or Controller helping them optimize their finance operations, long after go-live.

Reporting to our Practice Director, you'll lead project delivery and guide the project team — including junior consultants — toward successful outcomes. You're not managing their careers; you are a player/coach responsible for the quality and success of the work the project team produces together.

Our Director of Client Success manages our ongoing client relationships so you can stay focused on delivery and advisory, rather than account administration. Periodically, you'll re-engage existing clients for optimization check-ins, system enhancement, workflow/process consulting, etc.

This is not a role for someone who needs a defined playbook handed to them on day one. You'll bring structure to ambiguous situations, manage scope proactively, and handle crucial conversations with clients confidently and professionally – earning the trust of Client leadership as a valued consultant and business advisor.

What You'll Do

Client Delivery & Advisory

Lead Sage Intacct implementations for multi-unit restaurant and hospitality clients, from discovery through go-live and post-launch stabilization, ensuring high client satisfaction and successful adoption

Serve as a trusted advisor to CFOs, Controllers, and finance leaders, translating their business goals into financial system design – not just configuration decisions

Own client communication throughout the delivery lifecycle, including scope management, setting clear expectations, and proactive escalation when needed

Consult with clients after implementation to help optimize their system for long-term success

Technical Delivery

Configure and deliver solutions across GL, multi-entity/intercompany consolidations, AP, Cash Management, Fixed Assets, and platform services

Build financial reports, custom dashboards, and unit-level performance views using Sage Intacct's native reporting tools

Serve as SME on advanced modules and marketplace solutions relevant to the restaurant & hospitality vertical

Support scoping and SOW development for existing client engagements as needed

Team & Project Leadership

Lead the project team on your engagements — setting the standard for quality, overseeing the work, and ensuring projects are delivered on time and within scope and budget

Mentor and coach junior consultants to help them develop the skills and judgment necessary to operate more independently and grow their careers over time

Contribute to internal methodology, tooling, and knowledge-sharing as a senior voice on the Tablespoon team, helping to drive the overall success of the practice

A Day in the Life

No two clients — or days — are the same. You might start the morning on a project sync reviewing open configuration items with the team, then spend midday leading a discovery session with a multi-unit operator's CFO who is trying to understand what better intercompany reporting could do for their close process. In the afternoon, you're reviewing a junior consultant's dashboard build before a client demo and wrapping up by documenting a scope change conversation you handled that morning.

You'll end most days knowing you moved something forward — for a client, for a teammate, or for the practice.

What We're Looking For

Non-Negotiables

Bachelor's degree in Accounting or Finance

5+ years of Sage Intacct implementation and consulting experience with demonstrated ownership of full-cycle projects

Expertise in Sage Intacct system functionality, design concepts, and best practices — not just configuration experience, but true depth

Demonstrated experience designing Chart of Accounts, dimension structures, and reporting frameworks – not just the "how", but able to articulate and advise clients on the "why" behind crucial design decisions

In-depth understanding of accounting standards, general ledger/subledger concepts, financial close procedures, and how to optimize accounting workflows

Executive presence and communication skills — you can hold a peer-level conversation with a CFO, frame complex tradeoffs clearly, and earn trust quickly

Proven ability to lead a project team as a player/coach toward successful delivery, owning timelines, work quality, and client outcomes

Comfortable leading project scope conversations, including saying no when needed and framing changes professionally

Genuine enthusiasm for mentoring — you're energized by helping someone grow, not drained by it

Self-directed — you figure things out, manage your own time, and are results-oriented

You are inherently positive in nature, have a customer service mentality, and a "whatever it takes" attitude to ensuring client satisfaction

Strongly Preferred

Restaurant or hospitality industry experience

Prior experience as a Director of Finance, Controller, or CFO (or as an advisor to those roles)

Familiarity with restaurant-adjacent integrations (POS, labor, inventory/back-office systems, Sage marketplace solutions)

CPA, CMA, or PMP certification

Sage Intacct certification(s)

What We Offer

Fully remote position (work from anywhere in the U.S.)

Competitive base salary commensurate with experience, plus a variable/incentive compensation plan

Health, dental, and vision benefits

401k with employer match

Paid time off

A collaborative, low-ego team that will respect your expertise and expect you to respect theirs

Real visibility and input into how we build and deliver — this is not a role where your ideas go nowhere

Since Tablespoon is a virtual firm and this is a remote position, the successful candidate will also need:

A secure place to work from home with no interruptions

A reliable high-speed internet connection (at least 100 Mbps)

Ability to work independently and self-manage competing priorities and deadlines

Strong technology skills and experience working with modern business SaaS applications and communication tools (Zoom, Microsoft Teams, Box, etc.)

Must be comfortable communicating and meeting with clients and team members in a virtual environment (including frequent video meetings)

Ability to travel periodically for conferences and team meetings

All applicants must be authorized to work in the U.S. without sponsorship.

Tablespoon LLC is an equal opportunity employer. For more information about our firm, please visit our website at

#J-18808-Ljbffr

Worksite address

workfromhome, TX, 75215, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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