Financial Consultant

Role Summary / Purpose:

Are you looking for an opportunity to be a part of a growing company providing ERP solutions and implementation services? Cre8tive Technology & Design is currently hiring a Financial Consultant who is a dynamic individual with proven experience in consulting engagements and performing implementation tasks to produce quality deliverables. You will assist your Cre8tive Project Manager to organize and structure tasks within the work plan and demonstrate the ability to lead project teams and engagements. If you are an ERP implementation champion who seeks endless opportunities to grow professionally, this is the position for you!
Cre8tive Technology and Design is a team of dedicated software professionals, consulting specialists, and experienced business strategists who create lasting relationships as dedicated ERP software solutions partners. Our experienced team devotes our efforts to sales and services of ERP business management software working to make our clients’ businesses more successful and efficient.
The Financial Consultant is a valuable position within our organization. This role will make an impact by implementing projects efficiently, and custom-tailoring deliverables for clients.
In addition to hands-on professional experience, our company offers competitive salaries, medical and retirement benefits, and an engaging and fully remote work environment designed to inspire Cre8tive solutions.

Perks & Benefits

A competitive base salary and multiple bonus opportunities
100% coverage for employee health insurance premiums on select plans and up to a maximum amount
A company-sponsored 401k plan with a 4% match
10 paid company holidays
Generous paid vacation
Home based work
Hands-on industry experience working with an Epicor certified partner

Essential Responsibilities:

How you will make an impact:

  • Help grow the bottom line by testing, training, and troubleshooting the system for customers
  • Is passionate about ensuring project deliverables are completed on time
  • Can confidently provide effective support to customers for their product
  • Has proven success building strong relationships through interaction with clients and colleagues
  • Understands the importance of generating interest in additional products and services for customers

Qualifications / Requirements:

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

  • Bachelor’s degree (Business, MIS, IS, Financial or related) or equivalent experience required
  • 5+ years consulting, business application training, or customer support in Epicor or similar systems required
  • Strong knowledge of U.S. accounting practices and GAAP
  • General knowledge of manufacturing, operations and supply chain business processes and practices
  • Excellent verbal and written communication skills
  • Ability to travel 40-60%

To be successful in this role, you must be:

  • Capable of successfully training and supporting clients in services and products
  • Strengths in modeling, and maintaining deliverables and best practices
  • Promotor of innovation, adaptability, and positive outcomes 
  • Proficient in utilizing MS Office Word, Excel, and PowerPoint
  • Ability to operate in a fast-paced environment and rapidly adapt to changes in the market and technology
  • Detail-oriented, highly organized, and skilled in multitasking and problem solving
  • Collaborative and able to communicate and influence across multiple departments
  • Proactive attitude able to motivate others
  • A goal-oriented team player who is reliable, dependable, and self-motivated to meet and surpass deadlines
  • Advocate for process improvement and project management efficiencies
  • Eager to continue personal and team development
  • A sense of pride and ownership in your work and contributions

Compensation Range: $105,000 – $121,000 + bonus eligibility
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.

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