EPICOR Kinetic Consultant

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Duration: 2 3 year engagement

Location: Remote (anywhere in US), but with travel

Previous recruiting efforts have focused on finding individuals with both:

• Strong finance domain expertise
• Deep Epicor knowledge, including:

• Configuration
• System design
• Reporting
• Financial process optimization

Current Initiative

• Several companies are already operating on Epicor
• Additional businesses are being brought onto Epicor as part of the standardization effort
• The consultant will support a global Epicor program involving:

• New implementations
• Standardization of legacy Epicor instances
• Creation of a common global design and framework
• Alignment of business processes across multiple operating companies

While standardization is the goal, they recognize that some business units have unique requirements that must be accommodated.

Ideal Consultant Profile

They are seeking a full-time consultant who can serve as a strategic lead and trusted advisor throughout the transformation.

Travel Requirements:

• Approximately 25% travel
• Typically 2 3 trips per month
• Travel may involve week-long onsite visits

• Could increase to as much as 50% during major implementation or go-live activities

• Expenses paid for by client

Key Requirements

Techno-Functional Expertise

They are looking for someone who combines:

• Strong Epicor Kinetic expertise
• Deep finance and accounting knowledge
• Ability to bridge the gap between technology and business stakeholders

The consultant must be able to:

• Challenge implementation partners when necessary
• Hold vendors accountable
• Recommend best practices
• Guide internal teams
• Drive decisions rather than simply facilitate meetings

Will emphasized the importance of finding someone with enough confidence and experience to push back on both implementation partners and internal stakeholders when appropriate.

Finance Functional Requirements

Strong understanding of:

• General Ledger (GL)
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Chart of Accounts design
• Financial reporting
• Financial process standardization

The organization does not have highly complex financial requirements, but they want to establish consistent processes and standards across the business.

Reporting & Analytics

Reporting experience is considered a major differentiator.

Key areas include:

• Epicor reporting
• Data modeling
• Data governance

• BI

• KPI standardization
• Data integrity and reporting architecture

Will noted that the challenge is not simply implementing an ERP system. They also need someone who understands the downstream reporting implications and can help establish a scalable reporting framework.

"Gold star" experience:

• Experience designing reporting frameworks and data models
• Power BI expertise
• Building reporting environments after ERP implementations

Industry Experience

Preferred background:

• Manufacturing environments
• ERP implementations within manufacturing organizations
• Epicor Kinetic Financials implementations
• Finance transformation programs

Manufacturing accounting experience would be highly valuable given Flex-Tek's operating environment.

Why the Opening Exists

They previously had someone supporting the initiative, but Will feels the individual has not been proactive enough.

Feedback included:

• Not driving the program forward
• Not acting as a change agent
• Limited value realization from the assignment

They are looking for a stronger leader who can:

• Drive initiatives
• Make recommendations
• Influence stakeholders
• Lead change
• Create momentum within the program

Summary of the Ideal Candidate

• Epicor Kinetic Financials SME
• Techno-functional background
• Strong accounting and finance knowledge
• Manufacturing industry experience
• Power BI and reporting expertise
• Experience with ERP standardization and transformation programs
• Able to challenge implementation partners
• Strategic thinker who can drive decisions and change
• Comfortable working in a global, multi-year transformation environment
• Willing to travel 25%+ as required by the program