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ERP Financial Consultant

ERP Financial Consultant

ComTec SolutionsRichardson, TX, US
23 days ago
Job type
  • Full-time
Job 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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    Financial Consultant • Richardson, TX, US