ERP Financial Consultant

ComTec Solutions LLC•Richardson, TX

About The Position

As a member of the Enterprise Systems Group, the ERP Financial Consultant delivers software upgrades and implementations through consulting activities from kickoff to go-live, on time, on budget, and within the agreed scope. The role also provides ongoing client support. The billable-hours goal is 80% of worked hours. Travel is required as needed.

Requirements

Intermediate proficiency in MS Office and SharePoint.
Intermediate experience with ERP solutions such as Infor Visual, Syteline, Epicor, or Great Plains.
Strong written and verbal communication skills.
Pleasant and professional demeanor in client and internal communications.
Ability to multitask.
Intellectual resourcefulness, sound and ethical judgment, and effective decision-making abilities.
Ability to work independently on daily tasks without direct supervision.
Strong organizational skills and ability to operate efficiently throughout daily tasks.
Ability to own issues through resolution, recognize when and to whom to escalate problems, accept escalated issues, and mentor when appropriate.
Empathy with users and professionalism at all times.
Ability to work well with clients at all levels and maintain a focus on client satisfaction.
Energy, enthusiasm, and a results-oriented approach.
Strong troubleshooting and analytical skills.
Minimum 3–5 years of experience in a manufacturing accounting position or financial consulting for ERP software.
Proven success in ERP software project implementation and deployment across multiple business verticals.
Valid driver’s license in the state of residence and a reliable personal vehicle.

Nice To Haves

CPA or CMA.
Strong knowledge of supply chain or distribution.

Responsibilities

Advise clients on system configuration and implementation using Epicor’s signature methodology for problem identification, implementation, documentation, testing, and training.
Communicate with customers to determine needs and contribute to solution design and overall business strategy.
Interpret requirements data and identify gaps between the current state of purchased modules and desired future functionality.
Assist with project issues and coordinate activities and schedules with clients and internal team members to resolve matters effectively and promptly.
Assist with generating quote specifications and proposals.
Adhere to project timelines and meet Service Level Agreement goals.
Provide help desk support and troubleshoot application questions for clients.
Provide on-site training and consulting for clients when necessary.
Maintain daily timesheet and expense report entries and submit them accurately and on time.
Perform other duties as required.