ERP Financial Consultant
Description
ERP Financial Consultant
Department: Enterprise Systems Group
Billable Hours Goal: 80% of worked hours
Position Type: Full Time
Travel Required: Yes as needed
JOB SUMMARY:
As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support.
REPORTS TO: ERP Lead Consultant
DIRECT REPORTS: None
ESSENTIAL FUNCTIONS:
· Be the trusted advisor to clients on system configuration and implementation, using Epicor’s signature methodology for problem identification, implementation, documentation, testing and training
· Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy
· Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state
· Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner
· Assist with generating quote specifications and proposal generation
· Ability to adhere to project timelines and meet Service Level Agreement goals
· Provide support for clients in a help desk capacity and assist in troubleshooting application questions
· Provide on-site training and consulting for clients if necessary
ADDITIONAL RESPONSIBILITIES:
· Maintain daily timesheet and expense report entries and submit them accurately and timely
· Other duties as required
Requirements
TECHNICAL SKILLS:
· High level (Intermediate) of proficiency in MS Office and SharePoint
· Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc.
SOFT SKILLS & ABILITIES:
· Strong written and verbal communication skills
· Pleasant and professional demeanor in all client and internal communications
· Ability to multi task
· Intellectually resourceful with sound/ethical judgment and effective decision-making abilities
· Independent worker and able to work effectively on daily tasks without direct supervision
· Strong organization skills and ability to operate efficiently throughout daily tasks
· In general, own’s issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate
· Demonstrates empathy with users and professionalism at all times
· Work well with clients at all levels
· Operates with client satisfaction in mind
· Energy, enthusiasm and results-oriented
· Strong troubleshooting and analytical skills
EDUCATION, EXPERIENCE, & KNOWLEDGE:
· CPA or CMA Preferred
· Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software
· Strong knowledge in supply chain / distribution desirable
· Proven success in ERP software project implementation and deployment across multi-business verticals
WORK ENVIRONMENT/PHYSICAL DEMANDS:
· Use of computer and office equipment
· Ability to remain calm in stressful situations
· Performs all administrative functions expected at this level
ADDITIONAL REQUIREMENTS:
· Ability to be scheduled for evening or weekend work occasionally
· Valid driver’s license in your state of residence and reliable personal vehicle
ERP Financial Consultant
Department: Enterprise Systems Group
Billable Hours Goal: 80% of worked hours
Position Type: Full Time
Travel Required: Yes as needed
JOB SUMMARY:
As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support.
REPORTS TO: ERP Lead Consultant
DIRECT REPORTS: None
ESSENTIAL FUNCTIONS:
· Be the trusted advisor to clients on system configuration and implementation, using Epicor’s signature methodology for problem identification, implementation, documentation, testing and training
· Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy
· Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state
· Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner
· Assist with generating quote specifications and proposal generation
· Ability to adhere to project timelines and meet Service Level Agreement goals
· Provide support for clients in a help desk capacity and assist in troubleshooting application questions
· Provide on-site training and consulting for clients if necessary
ADDITIONAL RESPONSIBILITIES:
· Maintain daily timesheet and expense report entries and submit them accurately and timely
· Other duties as required
Requirements
TECHNICAL SKILLS:
· High level (Intermediate) of proficiency in MS Office and SharePoint
· Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc.
SOFT SKILLS & ABILITIES:
· Strong written and verbal communication skills
· Pleasant and professional demeanor in all client and internal communications
· Ability to multi task
· Intellectually resourceful with sound/ethical judgment and effective decision-making abilities
· Independent worker and able to work effectively on daily tasks without direct supervision
· Strong organization skills and ability to operate efficiently throughout daily tasks
· In general, own’s issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate
· Demonstrates empathy with users and professionalism at all times
· Work well with clients at all levels
· Operates with client satisfaction in mind
· Energy, enthusiasm and results-oriented
· Strong troubleshooting and analytical skills
EDUCATION, EXPERIENCE, & KNOWLEDGE:
· CPA or CMA Preferred
· Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software
· Strong knowledge in supply chain / distribution desirable
· Proven success in ERP software project implementation and deployment across multi-business verticals
WORK ENVIRONMENT/PHYSICAL DEMANDS:
· Use of computer and office equipment
· Ability to remain calm in stressful situations
· Performs all administrative functions expected at this level
ADDITIONAL REQUIREMENTS:
· Ability to be scheduled for evening or weekend work occasionally
· Valid driver’s license in your state of residence and reliable personal vehicle