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Posted 06 August, 2026

ERP Financial Consultant

ComTec Solutions
Rochester, NY, US Full Time

Job Description

Description: \n

ERP Financial Consultant

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Department: Enterprise Systems Group

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Billable Hours Goal: 80% of worked hours

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Position Type: Full Time

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Travel Required: Yes as needed

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JOB SUMMARY:

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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.

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REPORTS TO: ERP Lead Consultant

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DIRECT REPORTS: None

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ESSENTIAL FUNCTIONS:

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· Be the trusted advisor to clients on system configuration and implementation, using Epicor’s signature methodology for problem identification, implementation, documentation, testing and training

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· Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy

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· Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state

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· 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

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· Assist with generating quote specifications and proposal generation

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· Ability to adhere to project timelines and meet Service Level Agreement goals

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· Provide support for clients in a help desk capacity and assist in troubleshooting application questions

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· Provide on-site training and consulting for clients if necessary

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ADDITIONAL RESPONSIBILITIES:

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· Maintain daily timesheet and expense report entries and submit them accurately and timely

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· Other duties as required

Requirements: \n

TECHNICAL SKILLS:

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· High level (Intermediate) of proficiency in MS Office and SharePoint

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· Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc.

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SOFT SKILLS & ABILITIES:

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· Strong written and verbal communication skills

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· Pleasant and professional demeanor in all client and internal communications

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· Ability to multi task

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· Intellectually resourceful with sound/ethical judgment and effective decision-making abilities

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· Independent worker and able to work effectively on daily tasks without direct supervision

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· Strong organization skills and ability to operate efficiently throughout daily tasks

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· 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

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· Demonstrates empathy with users and professionalism at all times

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· Work well with clients at all levels

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· Operates with client satisfaction in mind

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· Energy, enthusiasm and results-oriented

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· Strong troubleshooting and analytical skills

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EDUCATION, EXPERIENCE, & KNOWLEDGE:

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· CPA or CMA Preferred

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· Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software

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· Strong knowledge in supply chain / distribution desirable

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· Proven success in ERP software project implementation and deployment across multi-business verticals

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WORK ENVIRONMENT/PHYSICAL DEMANDS:

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· Use of computer and office equipment

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· Ability to remain calm in stressful situations

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· Performs all administrative functions expected at this level

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ADDITIONAL REQUIREMENTS:

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· Ability to be scheduled for evening or weekend work occasionally

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· Valid driver’s license in your state of residence and reliable personal vehicle

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Compensation details: 95000-130000 Yearly Salary

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