ERP Financial Consultant

ComTec Solutions, LLC.; City of Rochester (NY); On-site; USD 95,000 - 125,000; Full time

Job summary

ComTec Solutions, LLC. in Rochester, NY, seeks an ERP Financial Consultant within the Enterprise Systems Group to deliver software upgrade assistance and implementations from Kickoff to Go-Live, on time, on budget, and within scope.

You will provide ongoing client support, training, and collaboration with the ERP Lead Consultant, applying the signature methodology for problem identification, implementation, documentation, testing, and training.

Qualifications

• Must have strong client communication and consulting background.
• Experience with ERP project implementations and deployments.
• Knowledge of manufacturing accounting and supply chain is desirable.

Responsibilities

• Be the trusted advisor to clients on system configuration and implementation using established methodology.
• Communicate with customers to determine needs and contribute solution design and business strategy.
• Identify gaps between current modules and future functionality and help resolve them.
• Coordinate activities and schedules with clients and internal teams to meet timelines.
• Assist with quote specifications and proposal generation.
• Maintain timelines to meet Service Level Agreement goals.
• Provide help desk support and on-site training as needed.

Skills

Communication skills

Professional demeanor

Multitasking

Independence

Organizational skills

Empathy

Client relations

Results oriented

Troubleshooting

Education

CPA/CMA preferred

Tools

MS Office

SharePoint

Infor Visual

Syteline

Epicor

Great Plains

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 elevate a problem to another team member and whom to elevate 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