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 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: Manager, Enterprise Systems Group

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 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
Manage project issues and coordinate activities and schedules with both clients and internal team members in order 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 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 owns 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:

Bachelor level degree
CPA Preferred
Minimum 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 schedule for evening or weekend work occasionally
Valid driver's license in your state of residence and reliable personal vehicle

DATE CREATED/REVISED: August 2020

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ERP Financial Consultant