Joseph Manganiello

• Lead and support end-to-end Sage Intacct ERP software implementations for clients across diverse industries.
• Ensure customer satisfaction by resolving functional and technical issues, addressing questions, and escalating when necessary in alignment with company guidelines.
• Apply Aktion’s implementation methodology to deliver successful go-lives and optimize client outcomes.
• Collaborate with clients and internal teams to provide proactive communication and drive exceptional customer experience.
• Demonstrate strong accounting and financial expertise to align ERP configurations with client business processes.
• Sage Intacct Implementation Consultant Certification
• Sage Intacct Application Consultant Certification

Key Skills: Sage Intacct ERP, Client Implementation, Accounting & Financial Analysis, ERP Support, Customer Success, Remote Collaboration

• Experienced with Sage 300 CRE, Sage Paperless, ProCore, Kojo and ADP
• Implemented and integrated ProCore in 2024
• Responsible for ensuring timely and accurate month end close process
• WIP reporting for two separate entities
• Ensure timely Percentage Complete billings for ongoing contract jobs
• Bank account reconciliations, monthly line of credit compliance
• Collections and AR Aging Management
• Reduced average collection time by 16 days
• Division of shared expenses (rent, utilities, shared credit accounts)
• Established closing formal closing processes and reduced month end close timeline considerably
• Manage Finance team of 3 and report directly to CFO
• Automation of Accounts Payable to ensure timely invoice entry, approval and payment
• Maintain Sage Paperless document management and ensure timely and accurate invoice review by Project Managers
• Maintain and update monthly, quarterly, and annual financial reporting for Stakeholders & Tax Accountant
• Month end, quarter end, year end close package includes Balance Sheet, Income Statement, Trial Balances, Bank Recons, AP Aging, AR Aging, WIP analysis & Entry
• Partner with Ownership and Management Team on yearly budgeting, forecasting and long term financial planning
• All records meticulously maintained for accuracy and completeness
• Manage Internal company scoreboard and forecasts for weekly financial review with Management Team
• Implemented Weekly Project Review meetings with Project Managers & Site Foremen
• Estimate analysis and adjustments
• Perform Project Profitability Analysis attack areas where project fade could occur
• Track Labor costs and hours versus estimate and percentage of completion
• Contract progress, billing, change requests review
• Project Purchase Order commitments & cash flow analysis
• Schedule & workforce adjustments as project progress/stage advances
• Generate all 1099s for independent contractors
• Maintain and Manage Project Sales Tax Exempt status and applicable exemption forms
• Complete all Credit Applications, Contractor Prequalification's and Financial Requirements
• Ensure Insurance Compliance
• Record and generate COI's for GC's, Clients, Towns, and rental equipment vendors
• Track Vendors/Subcontractors Insurance Policy Terms and Dates to ensure compliance with Contracts
• Complete and Submit Insurance Audits for Workers Compensation, General and Umbrella Liability Policies
• Ensure Bonding requirements per Contract Specifications

• Implemented Sage Intacct Construction Accounting Software
• Created chart of accounts, cost code catalog, and imported financials from company inception
• Added job level & company level financial reporting, that previously didn't exist
• Established comprehensive hourly rates for each employee & equipment so that they could accurately be costed to individual jobs
• Implemented full financial ledgers for multiple entities for all property holdings & retail sales entities under the Genesis Construction umbrella, all now run through one software
• Oversaw implementation of ProCore Construction Software that integrates with Sage Intacct
• Created & Implemented processes for month, quarter, & year end close
• Generated reports for Work in Progress, Outstanding A/P & A/R, Trial balance, Profit/Loss, Balance sheet
• Presented reports and financial standing directly to Company Shareholders
• Generated 1099s for all independent contractors
• Partnered with Tax Accountant and provided financials for yearly tax filing of multiple entities
• Managed and met with Project Managers monthly to review projects' budgets, contracts, change orders to protect against profit fade
• Responsible for daily accounting : A/P & A/R payments, Lien Waivers, cash transactions, & payroll for multiple entities

• Lead children's and lady's clinics, both on-course and on our practice area
• Coach, organize, and facilitate junior golf matches against other junior clubs in our league
• Club fitting and use of the Mizuno shaft optimizer, Mizuno Brand Ambassador
• Golf ball fitting, Titleist Ball Ambassador

• Strategically identify and resolve critical client issues and inquiries
• Facilitate education of callers on a broad range of topics, from account establishment and asset movement inquiries to more complex corporate actions and tax reporting questions
• Track advisor's requests and notify of status/completion, Prioritize advisors' requests in a time sensitive environment
• Collaborate with various internal operations teams across the firm to research and resolve complicated issues
• Build relationship with Advisors and their Staff by upholding Commonwealth's legacy of service

• Develop and deepen relationships with High Net Worth clientele by handling inbound customer inquiries of all types providing, problem resolution, trading, product and service level guidance
• Leverage experience and interaction skills to support the client's success by positioning Financial Consultants and Fidelity's product offering such as PAS, FILI, Active Trader, Estate Planning
• Implement strategies developed by Financial Consultants to effectively support their client's goals
• Prioritize service and trading tasks in a fast-paced and time sensitive environment driving the customer experience while focusing on efficiency
• Work with Service Support Group to research and resolve complex client service requests
• Coordinate and organize team's off phone activities as opportunities arise from Operations