• Lead structured discovery sessions with customer finance and accounting teams to understand GL structure, entities, dimensions/classes, and reporting needs. • Document current-state accounting setups and integration workflows, including limitations, dependencies, and custom mapping requirements. • Align closely with Solutions Architects and Data Analysts on workflow touchpoints and data requirements across implementation. • Define field mappings, sync direction, and integration logic between BuildOps and accounting platforms (e.g., QuickBooks Online, Sage Intacct, Vista, Spectrum). • Establish configuration standards for GL accounts, entities/departments, classes/dimensions, and tax rules within BuildOps and the connected ERP. • Configure and validate integrations in collaboration with Implementation Managers and customers’ accounting teams. • Build and execute integration test plans for AP (bills/expenses), AR (invoices/credits), POs, payments, and related workflows. • Reconcile data between BuildOps and the accounting system, ensuring accurate end‑to‑end financial results prior to go‑live. • Partner with Data Analysts to validate import/export data and resolve discrepancies, documenting root causes and resolutions. • Act as the trusted integration advisor to customers, recommending BuildOps and accounting best practices that support their business today and set them up for future scalability. • Document integration gaps, product limitations, and bugs; propose and escalate solutions to Product and Engineering as needed. • Provide clear integration documentation and handoffs to Customer Success and Support for post‑go‑live stability.