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ERP Financial Consultant
ERP Financial ConsultantOpen Source Integrators • Redlands, CA, US
ERP Financial Consultant

ERP Financial Consultant

Open Source Integrators • Redlands, CA, US
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We are seeking an experienced ERP Financial Consultant with a strong background in accounting and finance to support the design, configuration, and implementation of our ERP solutions. The ideal candidate will bring a deep understanding of financial processes, the ability to translate business requirements into system capabilities, and the professionalism to guide clients through complex change. This role requires a blend of functional expertise, analytical skills, and hands-on ERP experience.

Key Responsibilities

  • Lead the financial workstream for ERP implementations, including requirements gathering, solution design, configuration, testing, and deployment.
  • Analyze clients’ financial operations and recommend best-practice workflows aligned with GAAP and industry standards.
  • Configure ERP modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, and Financial Reporting.
  • Develop and document future-state processes, functional specifications, and configuration guides.
  • Support data migration strategy and validation of financial data.
  • Partner with project team to ensure successful integration between finance modules and other functional areas (e.g., inventory, procurement, sales).
  • Conduct user training, develop training materials, and provide post-go-live support.
  • Troubleshoot and resolve financial module issues, ensuring system accuracy and compliance.
  • Advise clients on internal controls, accounting treatments, and best-in-class financial practices.
  • Contribute to continuous improvement of implementation methodology and reusable assets.

Requirements

Required Qualifications

  • Bachelor’s degree in Accounting , Finance , or related field (required).
  • Professional certification such as CPA , MBA , or equivalent advanced financial credential (strongly preferred).
  • 3+ years of experience in accounting, financial analysis, or public accounting.
  • Strong understanding of GAAP, financial close processes, and core accounting principles.
  • Ability to translate business requirements into financial system solutions.
  • Excellent analytical, documentation, and communication skills.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.
  • Preferred Qualifications

  • Prior experience in consulting or implementation projects.
  • Hands-on experience configuring financial modules in modern cloud-based ERP systems.
  • Familiarity with project accounting or manufacturing workflows.
  • Experience designing financial reports and dashboards.
  • Advanced Excel or data-analysis skills.
  • Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development
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