Duties & Responsibilities

• Lead FP&A project kickoff sessions, including scope alignment, success criteria, and delivery cadence
• Guide customers through FP&A system navigation, user access, and security setup
• Drive projects to formal graduation and closure, ensuring knowledge transfer and customer readiness
• Validate financial outputs against ERP source data
• Support customers in creating executive‑ready financial statements
• Design and configure budgeting and forecasting models
• Validate workflows and budget logic with customer stakeholders
• Advise customers on data governance best practices within FP&A
• Ensure that project deliverables are completed on time and anticipate issues or conditions that may impact the original estimate or project budget.
• Meet utilization targets and complete project deliverables on time.
• Demonstrate a high level of functional knowledge on the modules associated with their respective certification track.

Knowledge, Skills & Abilities

• Ability to meet utilization targets and completes project deliverables on time
• 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
• Strong organizational, project management and time management skills
• Strong understanding of accounting and finance principles
• Ability to translate financial concepts into system configurations
• Comfort working with multidimensional financial data
• Advanced Excel skills; experience with Excel add‑ins a plus
• Ability to travel up to 100%

Qualifications

• 3–7+ years of experience in one or more of the following:
  • Financial Planning & Analysis
  • Management Accounting
  • Financial Systems Consulting
  • ERP or EPM implementation services
• Hands‑on experience delivering customer‑facing consulting engagements
• Experience working with:
  • Financial statements (P&L, Balance Sheet, Cash Flow, Trial Balance)
  • Budgeting and forecasting processes
• Exposure to ERP systems (e.g., Epicor Kinetic or similar platforms)
• Experience with Excel‑based financial analysis and reporting
• Prior Professional Services or implementation consulting experience strongly preferred
• Bachelor’s degree preferred (or equivalent experience)

Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

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