Acumatica Systems Lead (Finance & Projects)

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 including shared payroll and cost

allocations.

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 one entity 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 Power BI 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.

Projects / Improvements Over and Above

Improve utilization of CRM: Opportunities Quotes Projects, complete with rental

materials, to enhance project and rental revenues.

Enable quotes to be generated from Acumatica and emailed directly to customers to

maintain full detail within the system.

Explore and implement import scenarios to enable mass updates quickly across various

modules.