Functional Consultant for Financial Management (AF)

Posted 2 Days Ago
Be an Early Applicant
San José, San José
5-7 Years Experience
Software
The Role
The Functional Consultant for Financial Management is responsible for implementing FreeBalance solutions, managing customer expectations, conducting business requirements reviews, and providing training. This role involves overseeing project operations, ensuring timely delivery of high-quality deliverables, and collaborating with clients and team members throughout the project lifecycle.
Summary Generated by Built In

FreeBalance is seeking candidates to work on a project on contract in Costa Rica as a Functional Consultant for Financial Management (AF).

Main Responsibilities

  • Implement and deploy FreeBalance solutions using the company’s ISO 9001:2015 certified implementation methodology.
  • Manage customer expectations while advocating FreeBalance values and best practices.
  • Conduct in-depth business requirements reviews with customers and prepare detailed storyboards for approval and sign-off.
  • Configure and showcase FreeBalance software to effectively demonstrate the alignment between business processes and the solution.
  • Develop and execute acceptance test plans, leading client acceptance testing of the configured FreeBalance software/system.
  • Create comprehensive training materials and deliver product and user training sessions, including ‘Train the Trainer’ programs, tailored to client needs.
  • Transfer expertise to clients in project management, change management, and the effective use of FreeBalance solutions.
  • Oversee daily project operations, managing scope, schedules, tasks, and ensuring the timely delivery of high-quality deliverables.
  • Apply effective leadership skills to guide projects from initiation through to successful completion.
  • Provide valuable feedback to product management on functional aspects and future product enhancements based on client input.
  • Regularly report progress on all assigned tasks and deliverables to the Project Manager.
  • Collaborate closely with the Project Manager and team to meet all project milestones on time and within budget.
  • Other duties as assigned.

Qualifications:

  • Bachelor’s degree in Accounting, Business Administration, Financial Administration, Information Technology, Computer Applications, or a related field, with extensive experience in financial management.
  • A minimum of 5 years of hands-on experience implementing ERP software, with a deep understanding of its functionalities and capabilities.
  • Extensive knowledge of public sector budgeting, accounting processes, and procedures, including familiarity with relevant regulations and compliance requirements.
  • Proven expertise in the implementation and deployment of software applications, with a strong focus on gathering and documenting requirements for software development and implementation projects.
  • Prior experience in the configuration of financial systems, including customization and optimization of system functionalities to meet specific business needs.
  • A successful track record of collaborating with clients, building positive and lasting relationships, and ensuring client satisfaction throughout the project lifecycle.
  • Professional demeanor with excellent interpersonal skills, enabling effective interaction with clients and colleagues at all levels of the organization.
  • Strong analytical skills with the ability to manage multiple tasks simultaneously, prioritize workload, and meet project deadlines efficiently.
  • Proficiency in both English and Spanish is essential, with strong communication skills in both spoken and written forms. Fluency in additional languages is considered an advantage.

We thank all applicants for their interest; however, only those selected for an interview will be contacted. FreeBalance is an inclusive employer dedicated to building a diverse workforce to increase the representation of the designated groups based on each country’s legislation. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective labour law throughout all stages of the recruitment process.

Top Skills

Erp
Iso
The Company
HQ: Washington , DC
210 Employees
On-site Workplace
Year Founded: 1984

What We Do

FreeBalance is a purpose-led organisation dedicated to improving citizen wellbeing around the world.

Our Public Financial Management (PFM) and GovTech solutions, advisory services and training deliver realistic and impactful public sector reform that enhance transparency, improve effectiveness, restore trust and create innovation breakthrough opportunities. We believe strongly in fiscal transparency and accountability and our products help bring the power of open government to citizens and decision-makers around the world.

With a 35-year track record of success and operations in 27 countries, FreeBalance has unparalleled experience in public finance reform and is a specialized Business-to-Government (B2G) firm.

The FreeBalance team is composed of passionate and inspired people who build solutions that make a difference. With over 30 different nationalities in the team we pride ourselves on our diversity and are deeply committed to building local talent in the countries in which we operate. This diversity of thinking helps us to create solutions relevant to the country context.

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