ERP Financial Consultant Job at ComTec Solutions, Richardson, TX

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  • ComTec Solutions
  • Richardson, TX

Job Description

Job Type


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

Job Tags

Full time, Weekend work, Afternoon shift

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