ERP Financial Consultant
$95k - $130kComTec Solutions
Job Type
Full-time
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 Salary Description
$95,000-$130,000
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the ERP Financial Consultant in Gates, NY vacancy
- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...Suggested
- ...duties as required.Responsibilities:Design, implement, and support SAP security roles and profiles for all SAP environments, including ERP Central Component (ECC), Customer Relationship Management (CRM), Business Warehouse (BW), Governance Risk Compliance (GRC), SAP...SuggestedWork at officeLocal area
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...SuggestedHourly payWork experience placementDay shift- ...clients, uncover needs, and guide them toward banking solutions while opening consumer and small business accounts and helping plan financial wellness. As part of the branch team, you will aim to meet sales targets, collaborate with colleagues, ensure compliance, and...Suggested
- ...Serving more than 4.5 million people, we provide comprehensive financial services, including life, disability income, long-term care... ...® (Certified Financial Planner) or ChFC® (Chartered Financial Consultant) are a plus Proficiency in financial analysis, risk assessment...SuggestedFull time
$60k - $100k
...A leading financial services organization is seeking aspiring Financial Advisors for its comprehensive training program. Through hands-on experience and required licensing, you’ll master sales strategies and deliver outstanding client service. Candidates should have a...$46k - $48k
...families. Bryant & Stratton College is a Public Service Loan Forgiveness certified employer. Apply today! Job Summary The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This...Hourly payFlexible hoursWeekend workAfternoon shift$45k - $100k
...Financial AdvisorJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...A leading financial services firm in Rochester is seeking dedicated Financial Advisors to help clients achieve financial security through personalized planning. The role involves building a clientele, presenting financial solutions, and working with a supportive mentorship...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$18 - $23 per hour
...Financial CounselorLocation: Outpatient Mental Health - Evelyn Brandon Health Center, 81 Lake Avenue, Rochester, NY 14608 Hours Per Week: 40 Schedule: Full-Time, Day Shift, Monday to Friday, 8:30 am - 5:00 pmPosition Summary: Works with patients to assure that they meet...Full timeMonday to FridayDay shift- ...Strong written and verbal communication skills. Ability to call or email vendors in a clear and concise manner. Experience with ERP systems preferred, specifically Epicor/Prophet 21. Excel experience preferred Bachelor's Degree in Accounting, Finance, or Business...Worldwide
- Company DescriptionTekWissen provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering, and systems integration. Job DescriptionRequired: Oracle EBS Record-to-Report modules implementation experience...
- Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities: Build a portfolio of customers and offer financial advice tailored to their specific...
- ...starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a... ...enhancement plan. Practice Building programs. Overall Responsibilities Consult with clients to create needs-based solutions to help clients...
$80k - $100k
Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay...Full timeWork at officeFlexible hours$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...For contractorsWork at office- ...their work, providing a strong foundation for anyone entering a financial representative role. Why Career Changers Could Thrive Here... ...financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Conduct legal research and due diligence on federal, state, and local tax laws. Support closings and coordinate with underwriters and financial advisors. Prepare closing and post‑closing documents and maintain transaction files. Participate in client meetings and contribute...Local areaFlexible hours
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Pittsford, NY. This program provides guidance and a framework to build a financial planning practice while networking with industry experts and gaining valuable experience. Students...Full timeInternshipFlexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$97k - $110k
...globe, chances are, we have something special for you.JOB TITLE:Sr. Financial Analyst REPORTING TO: Commercial Finance ManagerLOCATION:... ...experience, preferably in a manufacturing environmentExperience with ERP systems is required, JD Edwards preferredExpert skills in Excel...Permanent employmentFull timeWork at officeLocal area2 days per week$110k - $135k
...or requests for information; maintaining appropriate records and providing assigned reports. Provides investment management and financial services to customers of the Bank as follows: Nurtures and maintains client relationships, providing proper financial planning...Full timePart timeWork experience placementWork at officeLocal area- ...portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.This role takes a cross-section of all the functional business lines and reviews the larger portfolio in relation to...Work at officeLocal area
- ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeLocal area
- ...Job Description Job Description Financial Professional / Financial Advisor As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance...
$53k - $65k
...Consultant, Financial Services (Accounting & Finance) Hybrid/Remote - NYS Only (On-site option available local to Rochester, NY) Nonexempt, Full-Time, 40 Hours Compensation: $53k to $65k/year Put the CARE in your CAREER! At CCSI, our mission is to activate...Full timeContract workWork experience placementLocal areaRemote work$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to ERP Financial Consultant. Be the first to apply!



