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ERP Financial Consultant

  • Richardson, TX, United States

Full-time

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Job details

Job type
Full-time
Experience
· Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software
Posting language
English
Posted

Original 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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