Finance Consultant, Deltek Vision/Vantagepoint at Stambaugh Ness

About this role

As a Finance Consultant within our Consulting team, you will partner with clients to deliver a range of services, including Vision/Vantagepoint system implementations, consultative training, troubleshooting, and guidance on best practices to optimize system performance. You’ll evaluate client needs, present tailored solutions, and oversee client and project management activities such as budget monitoring, billing, collections, and identifying opportunities for additional services.
This role needs a combination of expertise, leadership, mentoring skills, and business acumen to deliver value to our clients and contribute to the growth and success of our consulting practice.
Our consulting team is structured across multiple career levels, including Consultant, Senior Consultant, and Principal Consultant. We are open to hiring professionals with varying levels of experience and expertise. If you have strong experience with Deltek Vantagepoint but don’t meet every listed qualification, we still encourage you to apply. Throughout the interview process, we will assess your experience and determine the most appropriate level within our consulting team.
What you’ll do at SNZweig:

Embrace the SNZweig Way of becoming our client’s most trusted advisor, creating client delight, and meeting service standards
Provide trusted advisory services and deliver Vision/Vantagepoint implementations
Maintain accurate project records, coordinate with internal teams, and proactively resolve client issues
Develop client deliverables that present detailed findings and actionable recommendations
Oversee project billing, collections, and ensure client satisfaction in line with SNZweig service standards
Identify opportunities to expand client engagements, including cross-selling services
Contribute to marketing collateral, user group meetings, and sales support
Mentor and guide other consultants while ensuring high-quality, on-time, and within-budget delivery


What you may have done before :

Consulted on Deltek products for external clients
Consulted or managed Deltek products internally - especially on a Finance team

What it takes to be a Finance Consultant:

Vantagepoint Accounting or Master Certification preferred
Must have experience with:

Chart of Accounts, GL Accounts and Posting
Cash Management/Bank Reconciliation
AP, AR, Time & Expense Entry/Approval
Billing & Invoice Processing
Project Budgeting & Revenue Recognition
Labor Rate/Category Tables
Financial Reporting/Dashboards (intermediate knowledge)
Multi-Company (basic knowledge)
Project Planning integration with Finance (basic knowledge)
Advanced Revenue Generation Methods (basic knowledge)
Overhead Allocation
Intercompany Transactions and Consolidations (basic knowledge)
Custom Workflows and Approvals (basic knowledge)

Cross-functional knowledge: at least basic knowledge of Resource Planning/Project Management or CRM
5+ years using Deltek Vision/Vantagepoint
5+ years of accounting/finance experience in an AE-industry firm
2+ years of consulting experience

What's in it for you:


Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets.

Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support

Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays

Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs

Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability

More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options.

Salary : The salary range for this position is an estimate of $100,000 - 130,000. A final compensation offer within this range will be based on factors including an individual’s skill sets, experience, knowledge, licensure and certifications, and geography.
About SNZweig
Stambaugh Ness and The Zweig Group have merged to become a new AEC advisory firm - SNZweig. At SNZweig, we’re a powerhouse of passionate, talented professionals making a real impact, together. Our vision is to elevate the standard for how AEC firms navigate complexity, growth, and change. We believe that innovation thrives in an environment of engaged minds, even when fully remote. Here, you’ll be challenged, inspired, and supported by a team that embraces change and envisions the future. Fast-paced and fast-growing, we have created a close-knit team that genuinely enjoys working together.
SNZweig believes in an inclusive workplace and is committed to building a team from a variety of backgrounds. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive the other benefits and privileges of employment. candidates and candidates from nontraditional backgrounds are strongly encouraged to apply.
At SNZweig, we serve clients in all 50 states with unparallelled AEC industry expertise and a diverse menu of services, including compliance, government contract services, strategic tax solutions, technology, cyber risk advisory, data solutions, Deltek ERP software, strategic growth advisory, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions.
Ready to redefine what your career can look like, from anywhere? We’d love to meet you.
Originally posted on Himalayas