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 PIb797d4a5-
09/05/2025
Full time
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 PIb797d4a5-
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 PI7ff148f75ba0-7688
09/01/2025
Full time
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 PI7ff148f75ba0-7688