ERP Financial Consultant

Reposted 25 Days Ago
Be an Early Applicant
Chandler, AZ, USA
In-Office
Mid level
Business Intelligence • Consulting
The Role
The ERP Financial Consultant will lead ERP implementations, analyze financial operations, configure ERP modules, and improve financial practices, ensuring system compliance.
Summary Generated by Built In

We are seeking an experienced ERP Financial Consultant with a strong background in accounting and finance to support the design, configuration, and implementation of our ERP solutions. The ideal candidate will bring a deep understanding of financial processes, the ability to translate business requirements into system capabilities, and the professionalism to guide clients through complex change. This role requires a blend of functional expertise, analytical skills, and hands-on ERP experience.

Key Responsibilities

  • Lead the financial workstream for ERP implementations, including requirements gathering, solution design, configuration, testing, and deployment.
  • Analyze clients’ financial operations and recommend best-practice workflows aligned with GAAP and industry standards.
  • Configure ERP modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, and Financial Reporting.
  • Develop and document future-state processes, functional specifications, and configuration guides.
  • Support data migration strategy and validation of financial data.
  • Partner with project team to ensure successful integration between finance modules and other functional areas (e.g., inventory, procurement, sales).
  • Conduct user training, develop training materials, and provide post-go-live support.
  • Troubleshoot and resolve financial module issues, ensuring system accuracy and compliance.
  • Advise clients on internal controls, accounting treatments, and best-in-class financial practices.
  • Contribute to continuous improvement of implementation methodology and reusable assets.

Requirements

Required Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field (required).
  • Professional certification such as CPA, MBA, or equivalent advanced financial credential (strongly preferred).
  • 3+ years of experience in accounting, financial analysis, or public accounting.
  • Strong understanding of GAAP, financial close processes, and core accounting principles.
  • Ability to translate business requirements into financial system solutions.
  • Excellent analytical, documentation, and communication skills.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.

Preferred Qualifications

  • Prior experience in consulting or implementation projects.
  • Hands-on experience configuring financial modules in modern cloud-based ERP systems.
  • Familiarity with project accounting or manufacturing workflows.
  • Experience designing financial reports and dashboards.
  • Advanced Excel or data-analysis skills.

Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development

Top Skills

Erp Systems
Gaap
Excel
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The Company
HQ: Chandler, Arizona
65 Employees
Year Founded: 2010

What We Do

Founded in 2010, Open Source Integrators (OSI) provides tailored business technology solutions and consulting services across a wide range of industries. With a deep understanding of our customers’ unique needs, we avoid a “one-size-fits-all” approach, mastering the art of delivering solutions that fit each business. Our expertise spans the integration of technology management with business systems like accounting, CRM, and operations platforms, enhancing processes and delivering results. Whether you’re looking to implement an out-of-the-box solution or a customized platform, OSI specializes in crafting systems that boost efficiency, reduce operational costs, and enable data-driven decision-making. We work closely with your stakeholders to understand business challenges, uncover hidden opportunities, and optimize your technology strategy. With a flexible team structure that includes both US-based experts and global specialists, OSI has a proven track record in industries like manufacturing, engineering, D2C, and more. Our experience and success equips us to customize solutions that fit your specific business needs. Discover more about how we can transform your business: About OSI Video - https://hubs.li/Q02P1hWH0 | Contact Us Page - https://hubs.li/Q02P1hYm0

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