ERP Financial Consultant (Richardson)

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

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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