Top 21 Financial advisor Jobs in Batavia, Ny

ERP Financial Consultant
ComTec Solutions LLC —Rochester, NY
- $95,000 - $130,000 a year
- Weekends as needed
- Remote
- CPA
- System design
- Mid-level
ERP Financial Consultant
ComTec Solutions —Rochester, NY
- $95,000 - $130,000 a year
- Weekends as needed
- CPA
- System design
- Mid-level
Quick Apply
12d
Regional Vice President of Sales (NY & NJ)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
10d
Regional Vice President of Sales (Pacific South)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
10d

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ERP Financial Consultant
ComTec Solutions —Rochester, NY
Valid driver’s license in your state of residence and reliable personal vehicle. Interpret requirements data and identify any gaps between current state of…
$95,000 - $130,000 a year
Quick Apply
12d
ERP Financial Consultant
ComTec Solutions LLC —Rochester, NY
Valid driver’s license in your state of residence and reliable personal vehicle. Interpret requirements data and identify any gaps between current state of…
$95,000 - $130,000 a year

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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financial advisor jobs near batavia, ny

ERP Financial Consultant

ComTec Solutions LLC -
Rochester, NY

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Job Details

Full-time
$95,000 - $130,000 a year

Qualifications

Accounting systems
Customer communication
Software deployment
Client rapport building
Software implementation
Enterprise solutions implementation
Incident Escalation
Microsoft Office
Driver's License
SharePoint
System deployment
Escalation handling
Financial systems implementation

Full Job Description

Description:

ERP Financial Consultant

Department: Enterprise Systems Group

Billable Hours Goal: 80% of worked hours

Position Type: Full Time

Travel Required: Yes as needed

JOB SUMMARY:

As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support.

REPORTS TO: ERP Lead Consultant

DIRECT REPORTS: None

ESSENTIAL FUNCTIONS:

Be the trusted advisor to clients on system configuration and implementation, using Epicor’s signature methodology for problem identification, implementation, documentation, testing and training
Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy
Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state
Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner
Assist with generating quote specifications and proposal generation
Ability to adhere to project timelines and meet Service Level Agreement goals
Provide support for clients in a help desk capacity and assist in troubleshooting application questions
Provide on-site training and consulting for clients if necessary

ADDITIONAL RESPONSIBILITIES:

Maintain daily timesheet and expense report entries and submit them accurately and timely
Other duties as required

Requirements:

TECHNICAL SKILLS:

High level (Intermediate) of proficiency in MS Office and SharePoint
Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc.

SOFT SKILLS & ABILITIES:

Strong written and verbal communication skills
Pleasant and professional demeanor in all client and internal communications
Ability to multi task
Intellectually resourceful with sound/ethical judgment and effective decision-making abilities
Independent worker and able to work effectively on daily tasks without direct supervision
Strong organization skills and ability to operate efficiently throughout daily tasks
In general, own’s issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate
Demonstrates empathy with users and professionalism at all times
Work well with clients at all levels
Operates with client satisfaction in mind
Energy, enthusiasm and results-oriented
Strong troubleshooting and analytical skills

EDUCATION, EXPERIENCE, & KNOWLEDGE:

CPA or CMA Preferred
Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software
Strong knowledge in supply chain / distribution desirable
Proven success in ERP software project implementation and deployment across multi-business verticals

WORK ENVIRONMENT/PHYSICAL DEMANDS:

Use of computer and office equipment
Ability to remain calm in stressful situations
Performs all administrative functions expected at this level

ADDITIONAL REQUIREMENTS:

Ability to be scheduled for evening or weekend work occasionally
Valid driver’s license in your state of residence and reliable personal vehicle

Apply Now

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financial advisor jobs in batavia, ny

ERP Financial Consultant

ERP Financial Consultant

Regional Vice President of Sales (NY & NJ)

Regional Vice President of Sales (Pacific South)

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