At a glance

Zachary A. Schon is a skilled Sage Intacct Implementation Consultant with expertise in ERP consulting, financial systems integration, and process optimization. As a Senior Associate at Dopkins & Company LLP, he has help lead multiple Sage Intacct implementations, streamlining financial workflows and integrating cloud-based solutions to boost efficiency. He specializes in financial reporting automation, system customization, and stakeholder training, ensuring smooth adoption across industries. Certified in Sage Intacct Implementation and Lean Six Sigma, Zachary is passionate about using technology to enhance accounting processes and drive data-driven decisions.

Industries Served

• Clinics
• Distribution
• Manufacturing
• Medical Practices
• Not-for-profit
• Physicians / Physician Groups
• Restaurant and hotel management

Principal Areas of Practice

• Accounting and Financial Analysis
• Predictive Analytics
• Business Intelligence
• Data Visualization
• Project Management

Prior Experience

Zachary began his professional career at GEICO, where he rose to a leadership capacity in each of the departments he served.

His initial responsibilities were client-side in the property insurance department where he was able to fine-tune his customer relations skills. He later migrated to an analyst position and was instrumental in a contributing to the company’s overall growth and profitability by using predictive analytics to evaluate product offerings and the company’s competitive position through the use of various languages to analyze sales and profit data.

He also completed the company’s comprehensive leadership program and in a supervisory role was responsible for training staff, budgeting, monitoring sales performance and other business operations.

Education

B.S. in Business Administration, State University of New York at Fredonia

Designations

• Certified in Sage Intacct Implementation
• Lean Six Sigma, Yellow Belt Certified
• Property and Casualty Insurance License Holder (49 states, except Hawaii)