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
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