Professional Services Consultant III

Location Requirements:
Remote, US in Central Time Zone.

(Hybrid to Naperville, IL if applicable)

The PS Consultant 3 (ERP Implementation Consultant, Finance) is responsible for achieving a high satisfaction rating from clients by having a successful implementation of software solutions.

This individual reports directly to the Services Delivery Manager in the Client Services Organization and will work with client accounting and finance teams. The ERP Consultant, Finance will be responsible for working to understand and update General Ledger (GL) within ERP and perform business process and configurations activities for Budgeting. The consultant will need to deep dive into functional configurations as well as develop a deep understanding of complex data structures.

This role is critical to scoping Professional Services requests and working urgent data issues as well as data updates with the assistance of our Data Management Team. Ensuring in each client configuration in how transactions are processed from all the operational areas to fees to the GL.

This consultant will be responsible for gathering and documenting business requirements from various K-12 stakeholders, including administrators, staff and school leadership for clients’ financial configurations and reporting. They will work with the Finance and other Implementation Consultants to assist with configurations and analyze and solution data issues.

Additional support of Payroll data structures and configurations will be part of the role.

• Lead, own and manage client implementations and lead requirements gathering, business analysis, system configuration, testing and training.
• System Expertise:
  Leveraging in-depth knowledge of financial systems, you’ll recommend and configure solutions that best address client needs. Responsible for the delivery and development of client deliverables and business process documentation.
• Training & Support:
  You will develop and deliver comprehensive training programs for end users and internal team members, ensuring they can leverage the system effectively.
• Strong understanding of cloud-first environment and integration workflows.
• Create an improved reporting strategy for ERP clients and team with the Technical Report Specialist to help accelerate reporting solutions.
• Conduct workshops, interviews, and develop surveys to understand client needs related to workflows, security roles and rights and translate them into functional specifications.
• Collaborate with clients:
  You will work closely with client’s finance teams to understand their current processes, pain points, and desired outcomes. Provide best practice recommendations based on these sessions based on product capabilities and identified business process workflows.
• System Configuration:
  Collaborate with Data Management team to configure, update, and customize the ERP system to meet the district’s specific requirements. This can range from setting up workflows, scoping report requirements, developing scripts to extract and analyze data, and scoping integrations with other systems.
• Working closely with the Product team to identify inefficiencies with the ERP application and write user stories, to reflect the deficiencies that are impacting the client operations.

• Identify and automated solutions for manual processes while partnering with Data Management and Product teams for solutions.
• Support client implementations and lead requirements gathering, business analysis, system configuration, and testing.
• System Expertise:
  Leveraging your in-depth knowledge of financial systems, you will recommend and configure solutions that best address client needs. Responsible for the delivery of client deliverables and…