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ERP Financial Consultant

March 7, 2026

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 Apply tot his job

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...