- Provide consulting services to advise on best practices to use and implement best ERP solution for the client
- Support the design, development and deployment of solutions and applications that help clients optimize the value they derive from their accounting and financial strategies
- Perform maintenance and administrative tasks in both production and non-production environment
- Manage and assist clients through proactive contact with prompt resolutions
- Key point of contact for ERP implementations, upgrades and support, from kick off meeting/requirements gathering to testing, go-live and support
- Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform – both functionality and data
- Identify opportunities to improve performance and proactively challenge system usage to maximize return on investment
- Ensure successful implementation and client satisfaction through project sign-off and survey follow up
- Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary
- Build and maintain client relationships with business and technology stakeholders
- Develop and test detailed functional designs for business solution components and prototypes
- Follow set company processes, guidelines and framework
- Work with team to be a subject matter expert providing best-practice guidance on financial business processes and implementation approaches
- Participate in sales and marketing activities as needed
- Maintain confidentiality with external client information as well as internal employee and firm information
- Other duties as assigned
- Takes initiative to be a team player (seeks out opportunities to help others)
- Treats everyone with respect
- Develops loyalty and trust with team
- Successfully adapts to different personalities and working styles
- Proactively and effectively communicates information regarding status issues to team members
- Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions
Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Ability to multitask and manage multiple projects at once in a fast-paced environment
- Ability to shift focus and adapt to change, works well independently and in a team environment
- Strong problem-solving skills and situational understanding on when to escalate to management
- Excellent customer service and communication skills with the ability to articulate and present complex information concisely to both technical and non-technical audiences
- Excellent time management and organizational skills
- Team player with commercial awareness and cognizance of changing internal and external IT landscapes
- Analytical and critical thinking skills, prepared to challenge conventional thinking
- Reliable individual who takes accountability and has solid decision-making abilities
- Bachelor’s degree in Management Information Systems, Computer Science, Accounting, Finance or related field
- Project experience with ERP systems or business applications is preferred
- Strong knowledge of Microsoft Office Suite, with advanced Excel skills
- On track for ERP certification based on product requirement
- ERP knowledge, including various modules, 3rd party products, technical and operational processes
- Exposure to project management software/tracking systems
- General accounting knowledge and understanding of basic principles (AP, AR, GL etc.)
- Excellent attention to detail with the ability to manage multiple projects
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external customers as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned.
Salary Range:
$55,000 - $65,000Top Skills
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa).
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
