ERP Financial Consultant

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

TECHNICAL SKILLS:

High level (Intermediate) of proficiency in MS Office and Share Point

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

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