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ERP Financial Consultant
ERP Financial ConsultantComTec Solutions LLC • Richardson, TX, US
ERP Financial Consultant

ERP Financial Consultant

ComTec Solutions LLC • Richardson, TX, US
5 days ago
Job type
  • Full-time
Job description

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
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    Financial Consultant • Richardson, TX, US