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Solution Architect - Sage X3

Role overview

Qualifications

  • Bachelor’s degree in Management Information Systems, Computer Science, Accounting, Finance or related field
  • 3+ years’ experience as a Solution Architect within enterprise resource planning and/or professional services firm
  • Strong knowledge of Microsoft Office Suite, with advanced Excel skills
  • In depth ERP knowledge, including various modules, 3rd party products, technical and operational processes

Responsibilities

  • Provide consulting services to advise on best practices to use and implement best ERP solution for the client
  • Design, develop and deploy solutions and applications that help clients optimize the value they derive from their accounting and financial strategies
  • Act as subject matter expert providing best-practice guidance on financial business processes and implementation approaches
  • Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform – both functionality and data

Key facts

Other skills

  • Customer Service
  • Microsoft Office
  • Microsoft Excel
  • Analytical Skills
  • Problem Solving
  • Decision Making
  • Communication
  • Teamwork
  • Time Management
  • Adaptability

About the company

RKL LLP logo

RKL LLP

Accounting

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.

Company details

IndustryAccounting
Company size501 - 1000

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Job description

The Solution Architect is responsible for managing client projects through and through. They are accountable for providing support and excellent customer service in collaboration with team members, while meeting billable goals. The Solution Architect ensures the ERP architecture and design is efficient, secure, and cost-effective to best achieve client-defined results. This individual will also serve as subject matter advisor or delivery lead throughout the duration of the project lifecycle.

Success Factors

Responsibilities

  • Provide consulting services to advise on best practices to use and implement best ERP solution for the client
  • Design, develop and deploy 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
  • Act as 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

People Management/Relationships

  • 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

Business Growth (if applicable)

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

Qualification

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.

Required Skills

  • 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

Education, Experience and Certifications

  • Bachelor’s degree in Management Information Systems, Computer Science, Accounting, Finance or related field
  • 3+ years’ experience as a Solution Architect within enterprise resource planning and/or professional services firm
  • Strong knowledge of Microsoft Office Suite, with advanced Excel skills
  • ERP certification based on product requirement
  • Previous experience using project management software/tracking systems
  • In depth ERP knowledge, including various modules, 3rd party products, technical and operational processes
  • General accounting knowledge and understanding of basic principles (AP, AR, GL etc.)
  • Excellent attention to detail with the ability to manage multiple projects

Essential Functions

  • 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:

$85,000 - $115,000

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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