Epicor Financial Consultant

Posted 6 Days Ago
Be an Early Applicant
San Diego, CA
84K-121K Annually
3-5 Years Experience
HR Tech
The Role
As a Financial Consultant at Cre8tive, you will implement optimized financial processes using Epicor Kinetic software, collaborate with project managers, and ensure quality deliverables in a team setting. Your impact includes driving innovative ERP solutions for manufacturers and improving processes across general ledger and accounts payable/receivable.
Summary Generated by Built In

Are you ready to take a leadership role within a dynamic team of technology consultants? Cre8tive Technology & Design is seeking a Financial Consultant to drive the implementation of best practice processes using Epicor Kinetic software. Join us in revolutionizing the way manufacturers operate by innovating ERP solutions.
Cre8tive Technology & Design is an industry-leading technology partner specializing in end-to-end business solutions that amplify efficiency, effectiveness, and productivity for manufacturers. As a Premier Epicor ERP partner, we leverage our cutting-edge Collabor8te Implementation methodology to tailor solutions to the unique needs of each company.
As a Financial Consultant, you will play a pivotal role in our Professional Services team. Your responsibilities will include implementing optimized financial processes across various domains like General Ledger, Accounts Payable, and Accounts Receivables. You will Collaborate with your Cre8tive Project Manager to organize tasks, lead project team members, and ensure quality deliverables. Your proven experience in consulting engagements and implementing tasks will contribute to the success of our projects.
How you will make an impact:
 

  • Continuously add value, for Cre8tive and Cre8tive customers.
  • Foster trust, cooperation, and a culture of excellence within the implementation team.
  • Drive excellence, improve our reputation as a manufacturing advice source.
  • Successfully complete software projects on time and within budget.
  • Promote Cre8tive's Implementation Framework, products, and services, contributing to growth.
  • Drive change with empathy and leadership, bridging the gap between legacy and future states.
  • Influence the team to persevere through disruptions and make informed decisions.


Perks & Benefits

  • Competitive base salary within the range of $105,000 - $121,000.
  • Generous monthly incentive plan based on utilization, outstanding service, teamwork, and professional development ranging from $1,000 - $7,000 monthly, $12,000 - $84,000 annually.
  • Full benefits package including medical, dental, and vision.
  • Company-sponsored 401k plan with a 4% match.
  • 10 paid company holidays.
  • Generous paid vacation policy.
  • Home based work, when not on site with customers.


To qualify for this role, some of the considerations are:

  • Bachelor’s degree (Business, MIS, IS, Financial or related) or equivalent experience preferred.
  • 3+ years consulting, business application training, ERP implementation, and/or customer support in Epicor or similar systems required.
  • Strong knowledge of U.S. accounting practices and GAAP
  • Experience developing/implementing business processes in manufacturing, operations, and supply chain.
  • Excellent verbal and written communication skills.
  • Experience in Aerospace and Defense Industry preferred.
  • Ability to travel extensively, 30-50% for customer engagements.
  • Passionate about continuous improvement and personal development.


To be successful in this role, you must:

  • Build trust and effective communication at all organizational levels.
  • Lead teams through change with empathy and tact.
  • Thrive in collaborative large interdependent teams.
  • Have strengths in modeling best practices and maintaining deliverables.
  • Be a champion of innovation, adaptability, and positive outcomes.
  • Embrace an agile approach, breaking down complex ERP implementations into logical, iterative stages.
  • Apply expert knowledge processes related to GL, AP, AR, period closing and reporting using Epicor Kinetic software.
  • Possesses real-life ERP implementation experience, especially in manufacturing, aerospace, or defense.


Cre8tive Technology & Design is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or a qualified individual with a disability.

Top Skills

Epicor
The Company
HQ: Murrieta, CA
20 Employees
On-site Workplace
Year Founded: 2020

What We Do

FAQ’S ABOUT OUR SERVICES & INTEGRATION

Can I give all of my HR work to your team?
We’re not an outsourced HR model. We are more of a fractional service partner. We require a stakeholder and an owner to commit to the partnership and engagement. Our average engagement with a client lasts 3-5 years. Once we understand the company’s lifecycle and their purpose, we tend to move through Culture, Talent and HR initiatives with them.

How do you charge?
We’re not a staffing company. We sell service not time. We measure our time internally as we rely on capacity and workforce planning to ensure quality engagements and projected growth goals. We have been in this industry a while and understand we need to assess, build and then team.

If you’re hands-on, is there anything you won’t do?
We don’t do any benefits administration and no payroll processing. We will help with reconciliation, open enrollment events, coordination, etc...

Will you get involved and partner with our HR service providers like payroll, staffing/recruiting, insurance, benefits brokers, etc?
Of course! We often act as an intermediary or driver of project initiatives. We partner with the providers to help drive results and offer support to the HR stakeholder.

Are you ready to take the next step to operationalize culture in your organization? Reach out to us today at: [email protected]

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