ERP Financial Consultant

ComTec Solutions, LLC.; Richardson (TX); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

ComTec Solutions, LLC. in Richardson, Texas seeks an ERP Financial Consultant to manage client ERP upgrades and implementations from kickoff to go-live. You will coordinate with clients and internal teams, design solutions, and train users while meeting project timelines and SLAs.

The role requires 3–5 years in manufacturing accounting or ERP consulting, knowledge of supply chain modules, and CPA/CMA preferred. Travel to client sites is required; on-site work in the Dallas area is expected.

Qualifications

• 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.

Responsabilités

• 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 gaps between current state of purchased modules and desired functionality in future state.
• Assist with project issues, coordinate activities and schedules with clients and internal teams.
• Assist with generating quote specifications and proposal generation.
• Adhere to project timelines and meet Service Level Agreements.
• 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.

Connaissances

Communication skills

Multi-tasking

Problem solving

Independent worker

Formation

CPA or CMA preferred

Outils

MS Office

SharePoint

Infor Visual

Syteline

Epicor

Great Plains

Description du poste

About this position

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 exceed 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