ERP Project Manager & General Business Consultant
Source Consulting Group LLC is the premier full-service consulting firm focusing exclusively on the strategic and operational business process and technology needs of legal and professional service firms worldwide.
Our consultants are a highly talented group of professionals who offer a unique blend of core experience and specialized skills in their areas of expertise.
Our employees are our greatest competitive advantage.
ROLE RESPONSIBILITIES:
- Provide consulting services related to the deployment and optimization of ERP systems including Thomson Reuters Elite’s Enterprise or 3E; Aderant’s Expert or Sierra; Intapp; or other applications.
- Manage full-cycle implementations of accounting and billing systems, reporting solutions, HR solutions, and interfacing with 3rd party products.
- Lead Requirements Discovery sessions.
- Create project and task plans.
- Manage and schedule vendor(s) and resource(s).
- Prepare project status reports; conduct management and status meetings.
- Interface directly with client’s top management.
- Develop process flow charts using Microsoft’s Visio application.
- Consulting services related to deployment of back office operational systems including Human Resources (HR), Fixed Assets, and Payroll and expense management systems.
- Ensure deadlines and quality standards achieved involving client, vendor, and Source personnel.
- Provide detailed functional testing, custom development specifications, and report specifications during implementations.
- Perform best practice business and operational process reviews including but not limited to the following areas: Client Billing, New Business Intake (NBI), Accounts Payable and Expense Management, General Ledger, Purchasing, Fixed Assets, Human Resources (HR) Management and New Hire Intake.
- Lead and participate in application selection projects including planning and strategy, requirements gathering, guidance on available solutions and industry trends, RFP development, scheduling, scoring and contract negotiations.
- Provide guidance on internal matters; firm and group related practice development projects including business development opportunities and intellectual property development.
- Participate in public speaking opportunities at industry conferences and seminars.
- Manage implementation, integration, enhancement, or audit projects.
- Deliver all client documentation applying Source style guide, utilizing Source templates, and reviewed timely for a branded, professional submission.
MINIMUM QUALIFICATIONS
- Bachelor of Arts degree (or higher) in accounting.
- CPA accreditation, preferred.
- PMP Certification, highly desirable.
- Two years + experience managing large scale projects in the legal or other professional services industry.
- Two years + experience as a consultant or a technical advisor.
- Successful track record managing a full-cycle implementation of Aderant Expert, Thomson Reuters Elite’s 3E or Enterprise financial systems and/or Intapp application.
- Strong communication skills (written and oral); writing sample required.
- Ability to work independently with minimal direction/minimal supervision.
- Valid Passport.
- Ability to travel 50% (inclusive of international travel); primarily Monday thru Friday.
SYSTEMS EXPERIENCE
- Proficient in Microsoft Project, Visio, & Professional Office Suite (Word, Excel, PowerPoint).
- Advanced Microsoft Excel Skills - including use of macros and advanced features, preferred.
- Calendar Applications & tools.
- SQL Query, highly desirable.
- Knowledge of Aderant Expert, Elite’s Enterprise or 3E accounting and billing systems.
POSITION BENEFITS
- Compensation + performance-based bonus.
- 401k Retirement plan option (Traditional and Roth).
- Starting with 3 weeks paid time off; tiered accrual rate.
- Additional ‘Source Holidays’ recognized (typically over 10 additional days of time off, besides the US or Canadian deemed Federal Holidays).
- Employer Paid (or heavily subsidized plan premiums) Medical, Dental, Vision, Life, and Disability Insurance.
- Voluntary & Ancillary benefit plans.
- Work from home (WFH); Chicago & Houston physical office space access.
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