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

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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