Dedicated Acumatica Resource

About the job

Dedicated Acumatica Resource – Role Summary Purpose: To stabilize, optimize, and fully leverage Acumatica across all the Company’s entities so management receives timely, accurate, dashboard-ready financial information and the finance team can execute a consistent month-end close. Key Deliverables (Need to talk through prioritization – what order makes sense?) 1. Stabilize core financials and structures (highest priority) • Analyze Acumatica Chart of Accounts (COA) and subaccounts across all entities and clean up/standardize the COA to support consolidation and KPI reporting. • Identify and document key accounting processes, review how transactions are currently recorded, and recommend updates needed, including designing workflows to ensure accurate and complete records and eliminate current manual entries (e.g., inventory purchases, scaffolding and equipment purchases). Deposits, progress billings, holdbacks, AR, Inventory, FA, AP, LTD, etc. • Review/correct or set up configuration of project accounting and job cost modules so labour, equipment, scaffolding, and consumables are captured accurately by job. • Automate and reconcile intercompany transactions between Group, Access, Equipment, SBAC, including shared payroll and cost allocations. Incorporate Fastec once onboarded (see below). • Automate expense allocations across entities. • Configure inventory and warehouse settings for scaffolding, rental equipment, and consumables so physical movements match financial postings. Will need to understand the Netatwork (rental management module) and set up here. • Fully implement and utilize the fixed asset module for capital additions, disposals, transfers, and depreciation. • Integrate Fastec from Sage into Acumatica, including mapping of COA, project tagging, opening balances, and ongoing data flows. 2. Strengthen policy, controls, and month-end close discipline • Develop and document accounting policies that align with ASPE and clearly define how Acumatica must be used to support those policies (in parallel with cleaning up accounts/processes above). • Develop and implement Delegation of Authority (DOA) policy, and link to the system where applicable. • Implement system controls and posting rules that prevent errors and reduce audit adjustments and restatements (e.g., PO accruals, equipment for rental). • Design and document a standard month-end close checklist tied directly to Acumatica processes (reconciliations, cut-off, accruals, intercompany, inventory, WIP), including templates where needed. • Train the accounting team on executing a complete and timely month-end close in Acumatica, including review steps and sign-offs. • Develop concise SOPs and quick reference guides for finance and operations users on key Acumatica workflows (PO/AP, AR/billing, inventory, projects, fixed assets). • Set up Approval Mapping where applicable (develop roles and responsibilities document across Acumatica users). 3. Reporting, analytics, and tool integration • Build core Acumatica financial and management reports: entity and consolidated BS/IS, project profitability, equipment utilization, AR/AP aging, loan and covenant reports. • Build Acumatica dashboards using the dashboard functionality for key users (Controller/Accountant, AR, AP, Inventory Specialist, Estimators, etc.), as a supplement/complement to the PowerBI dashboard being built by the separate DNA team. • Align Acumatica structures with Velixo and the in-progress PowerBI dashboards so financial data is dashboard-ready with minimal manual Excel manipulation. • Liaise with PowerBI developers to ensure dimensions, subaccounts, projects, and inventory structures in Acumatica match reporting requirements and data feeds are correct and complete. • Identify and implement any additional Acumatica fields or configuration changes needed to support better analytics. • Set up estimating and ensure proper use of the estimating module in Acumatica so bids and budgets link logically to projects and actuals. • Configure and maintain Acumatica’s forecasting capabilities (project budget forecasts by period and cash flow forecasts) and build a standardized process to use these forecasts instead of offline spreadsheets, including making them available to PowerBI for actual vs budget vs forecast reporting. 4. Continuous improvement and system stewardship • Document roles, permissions, and configuration setup in line with internal controls. • Stay current on Acumatica software versions, new features, and best practices, including use of Acumatica’s AI capabilities where they can improve speed, accuracy, or insight. 25R2 now being released, the Company gearing up to test in a supplied sandbox from Evron in December 2025. • Provide ongoing coaching and refresher training to finance and key operational users as processes evolve. Ensure complete knowledge transfer to all applicable teams (accounting, Inventory Specialists, PAC, operations, estimators, etc.) to ensure sustainability after the Acumatica expert is gone. • Suggest where automated schedules/business events make sense to help with process flow. Required Expertise & Profile • Strong understanding of ASPE and its application to long-term projects, equipment, inventory, holdbacks, leases, and intercompany arrangements. • Proven experience configuring and troubleshooting project accounting, inventory, fixed assets, estimating, AR/AP, intercompany, and consolidations in Acumatica. • Deep hands-on Acumatica experience in a multi-entity, project-based environment (construction, industrial services, or similar). • Experience working with reporting and analytics tools (Velixo, PowerBI or similar) and collaborating with external dashboard developers. Acumatica Report Designer is required. • Experience setting up and using Acumatica budgeting/forecasting (GL budgets, project budget forecasts, cost projections, cash flow forecasts) and integrating these with external reporting tools such as Velixo and PowerBI. • Ability to design and document accounting policies, workflows, and month-end close procedures and train accounting teams on new processes and systems. • Until an overall owner at the Company is identified, comfortable acting as the internal owner of Acumatica, liaising with key stakeholders and Acumatica support as needed. Acumatica Support is Evron – Acumatica does not offer direct support without a plan – they encourage clients to go through their partner (Evron).

Requirements

• Acumatica configuration
• Project accounting
• Inventory management
• Financial reporting
• Analytics

Preferred Technologies

• Acumatica configuration
• Project accounting
• Inventory management
• Financial reporting
• Analytics

About the company

DNA Growth is focused on leveraging the Acumatica resource to optimize financial processes across multiple entities, ensuring accurate financial reporting and streamlined accounting practices.