General information

Office (s)
Remote, US
Date Published
Thursday, April 28, 2022
United States
Job ID
Professional Services

Description & Requirements

Company Overview
Epicor is one of the world’s leading software companies, with more than 20,000 customers in over 150 countries using our products to effectively and efficiently automate and streamline their essential business functions. With industry-specific solutions for the manufacturing, distribution, retail, and service industries, Epicor products allow our customers to focus on core, revenue-generating activities. Epicor produces approximately $900M in annual revenue with around 4,000 employees.
Role Summary/Purpose:

The Professional Services Financial Consultant, Sr takes the leadership role in consulting engagements and assumes responsibility for performing implementation tasks and producing quality deliverables. 
The consultant will focus on implementing and training on Epicor Financials (Kinetic) for Building Supply (including accounts receivable, accounts payable, fixed assets, bank reconciliation, general ledger, budgeting, and financial reporting). The role drives implementation deliverables and assist the Project Manager with organizing and controlling tasks within the work plan. 
Takes a leadership position on project teams, engagements, and respective consulting practices, including creating and maintaining best practices for Financial Implementation in Building Supply.
Works with clients in an independent basis for engagements with little supervision. 

Essential Responsibilities: 
  • Coach and mentor PS Consultants ensuring consistent and high standards of service delivery.
  • Interact with members of cross-functional teams.
  • Assist Project Manager in determining direction, timelines, schedules, and activities for an area of the project.
  • Establish solid working relationships throughout the Epicor and Customer organizations.
  • Possess accurate estimating skills for various project tasks. 
  • Ensure all deliverables in area of responsibility is delivered on time and on budget.
  • Perform training and knowledge sharing with peers.
  • Develop and maintain best practice training material for customers and internal team.
  • Perform customer core team training.
  • Keep up on skill / certifications for new or enhanced products.
  • Obtain certain level of certification in an area outside of core competency.

  • 3+ years applicable accounting experience: corporate accounting staff, public accounting, or accounting system implementation experience
  • 2+ years of consulting experience preferred on Epicor Financials (Kinetic/E10), Microsoft Great Plains, BisTrack or similar
  • Bachelor’s degree preferred in accounting focus (or equivalent experience)
  • Ability to meet utilizations targets and completes project deliverables on time.
  • Project management skills and strong technical background are required
  • Strong time management skills and ability to jump between multiple projects
  • Ability to perform work plans, identify resource requirements, establish priorities for available resources and monitor the performance of project tasks
  • Customer centric, results oriented, self-starter and able to work independently.
  • Strong listening, verbal and written communication skills, including virtual presentations.
  • Expertise in all financial modules of the software.
  • Demonstrated knowledge across industry verticals.
  • Ability to travel up to 30%.
  • Ongoing technical certifications to keep up with industry 
With almost five decades of industry experience, Epicor is the leader in Enterprise Resource Planning. Now is an exciting moment of transformation for our teams as we are well on our way to becoming the cloud vendor of choice. As we work to enable a world of better business through the power of collaboration, you will haveall new opportunitiesfor internal mobility,to develop and sharpen your skills, and to work interdepartmentally on a global level.  Check out what some of our employees are saying about internal mobility at Epicorhere.  


Epicor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, gender identity, disability or veteran status.