ERP & Finance Consultant

Posted 4 Days Ago
Be an Early Applicant
Pittsburgh, PA, USA
In-Office
Mid level
Cloud • Enterprise Web • Professional Services • Software
The Role
Lead planning and implementation of WorkBook ERP client projects: define scope, create and supervise implementation plans, integrate client business processes, train end-users, provide technical support, write developer briefs, and manage timelines, issues, and stakeholder communications throughout project delivery.
Summary Generated by Built In
Company Description

WorkBook Software is a leading ERP software company that is headquartered in Copenhagen, Denmark with offices in the Americas, Vietnam, Australia and UK.

Our ERP software boasts a fully integrated ERP system: Collaboration, CRM, pipeline and revenue forecasting, resources and project management, estimating, billing and a robust accounting module with multi company/currency and financial reporting.

The majority of our clients come from Advertising, Digital and PR companies but Architects, Consulting Engineers and Management Consulting companies also enjoy the benefits of our software and services.

We have an open and inspiring work environment, where the exchange of knowledge is a central part of our daily lives. We work across all departments with a focus on challenging each other through open and positive dialogue.

Job Description

The ERP & Finance Implementation Consultant will plan, organize, lead and control implementation operations, play a key role in the development initiatives related to client requests and supervise technical items in close collaboration with global HQ in Denmark. We need a charismatic client-facing person with outstanding customer service skills that has proven experience working with our core advertising industry and can show project management skills, system implementation and finance + accounting skills. We are creative in the hiring process and we want the right passionate person and will give appropriate chance to the fitting candidate.

Main areas of responsibility:

  • Lead the planning and implementation of WorkBook Software client projects
  • Facilitate the definition of project scope, goals and deliverables per client’s needs
  • Develop and supervise full scale project implementation plan using our system, track project deliverables and communicate with client key lead to deliver on-time and within scope and budget
  • Tightly review, propose and align integration of client business process
  • Provide excellent implementation journey, ongoing communications, technical support, deploy end-user training and best practices
  • Oversee timely issues identification, resolution and appropriate escalation
  • Take the lead on requests from clients and writing clean and elaborate briefs for the developers, after clearing the client’s needs 100%
  • Provide project management and industry expertise throughout entire project

Qualifications

  • 3+ years proven experience as a Project Manager and/or PMP Certification is REQUIRED
  • Experience with project management tools and agile methodologies
  • Top notch accounting & financial implementation experience
  • Experience with all aspect of business management to configure ERP based on each business modules: CRM, project management, resource planning, billing, accounting – method and revenue recognition, financial reporting and best practices guidance
  • 2+ years of experience with ERP or software applications PREFERRED
  • 1+ year of ERP implementation experience is PREFERRED
  • Relevant working experience is REQUIRED within industries such as: ad agencies, creative project management, engineering firm project management, operations, in-house marcomm
  • Excellent presentation and communications skills, ability to work as a team player
  • Ability to manage multiple projects and be able to adapt to changing priorities
  • Ability to effectively train clients and their end-users based on their reality
  • Collaborating with clients to capture business requirements (remote and in person)

Additional Information

Location:

The role is a full-time position and located in our Americas Headquarters: Pittsburgh, PA

Application:

If this sounds like a perfect description of you, please send your CV and application. Please include your achievements in your application letter. 

Skills Required

  • 3+ years proven experience as a Project Manager and/or PMP Certification
  • Experience with project management tools and agile methodologies
  • Top notch accounting and financial implementation experience
  • Ability to configure ERP modules: CRM, project management, resource planning, billing, accounting, revenue recognition, financial reporting
  • 2+ years of experience with ERP or software applications
  • 1+ year of ERP implementation experience
  • Relevant experience in ad agencies, creative project management, engineering firm project management, operations, or in-house marcomm
  • Excellent presentation and communication skills and ability to work as a team player
  • Ability to manage multiple projects and adapt to changing priorities
  • Ability to effectively train clients and end-users
  • Experience collaborating with clients to capture business requirements (remote and in person)
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
75 Employees
Year Founded: 2000

What We Do

WorkBook Software is a leading SaaS web-based ERP software company tailored for the Professional Services Industry. It provides an all-in-one solution integrating CRM, project and resource management, and accounting. The software helps agencies and professional services firms manage client projects from initiation to delivery by centralizing information, automating administrative processes, and optimizing financial and resource planning to help agencies grow smarter.

Similar Jobs

Optum Logo Optum

Patient Care Manager - RN

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Pottstown, PA, USA
160000 Employees
94K-141K Annually

Optum Logo Optum

Staff Pharmacist Per Diem

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Philadelphia, PA, USA
160000 Employees
44-79 Hourly

Optum Logo Optum

Staff Pharmacist Per Diem

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Carlisle, PA, USA
160000 Employees
44-79 Hourly

Optum Logo Optum

Licensed Practical Nurse - LPN

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Wyomissing, PA, USA
160000 Employees
25-45 Hourly

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account