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ComTec Solutions
ERP Financial ConsultantComTec Solutions • Rochester, NY, United States
ERP Financial Consultant

ERP Financial Consultant

ComTec Solutions • Rochester, NY, United States
26 days ago
Job type
  • Full-time
Job description

ERP Financial Consultant

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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ERP Financial Consultant • Rochester, NY, United States

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