SyteLine ERP & Financial Consultant

Chicago, Illinois, United States

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

Job Title: SyteLine ERP & Financial Consultant

Location: Green Bay or Remote, United States

Department: Professional Services / Custom Development

Reports To: Director of Professional Services 

Employment Type: Full Time

The Lake Companies (Banyan's Portfolio Company)
The Lake Companies, a leader in enterprise software solutions, specializes in ERP solutions for manufacturers, with expertise in Infor CloudSuite Industrial (SyteLine) and strategic add-on modules like Trak-Suite. Our mission is to transform the manufacturing world through innovative technology, helping our clients streamline operations and achieve sustainable growth.

SUMMARY

As an experienced consultant this position must have a strong CSI/SyteLine ERP background specific to the area of financial consulting with LakeCo’s customer base, discrete manufacturers.  This position will assume responsibility for performing implementation and support tasks while organizing and controlling tasks within the work plan.  The ability to lead small project teams or small engagements with customers as well as on an independent basis for short-term assignments with little supervision is essential.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Including the following. Other duties may be assigned.

  • Understand client processes and requirements.
  • Facilitate client training and implementation assistance focused on the future state of business.
  • Translate client’s requirements into ERP configurations.
  • Identify and coordinate data conversions and interfaces.
  • Support and troubleshoot ERP Finance issues.
  • Travel to meet with customers and lead implementations as necessary. 
  • Document progress on Lake Companies implementation project plans. 
  • Observe the pulse of the client and make management aware of any potential issues. 

QUALIFICATIONS AND REQUIREMENTS 

  • Bachelor’s Degree or equivalent experience in consulting.
  • Prior experience working with Infor SyteLine ERP software is required. 
  • 5+ years of experience in finance management with relevant work experience (Manufacturing, Distribution, Job Shop, etc.) 
  • Experience with projects focused on finance process improvement or optimization on month end close activities, financial consolidations, accruals, sub-ledger reconciliations, reporting, planning and forecasting etc. 
  • Experience in assisting customers with implementing best practice processes through excellent leadership, organization, verbal and written communication skills.
  • Ability to establish priorities when working on-site with customers while also communicating effectively and monitoring closely the completion of tasks with other project team members.
  • Ability to communicate with all levels of an organization with professionalism and best practice expertise.

PREFERRED QUALIFICATIONS 

  • Experience with full cycle of an ERP Financial Implementation 
  • LakeCo. product experience (Shop-Trak and Doc-Trak)
  • Manufacturing background
  • Cohesive culture fit

KNOWLEDGE, SKILLS, AND ABILITIES

  • Ability to be a key financial resource for implementing SyteLine ERP systems within customer organizations
  • Ability to provide initial and in-depth issue resolution for customers
  • Ability to assist customer with financial data migration & best practices support in accordance with GAAP
  • Ability to test, validate, and provide solution design of all financial processes
  • Ability to ensure common controls throughout the Inventory and Manufacturing processes
  • Knowledge of: G/L - Set up Accounting Periods, Chart of Accounts, Beginning Balances
  • Knowledge of: A/P – Creating Vouchers/Adjustments, Distributing Vendor Payments, EFTs
  • Knowledge of: A/R – Creating Invoices/Credit Memos, Distributing Customer Payments
  • Knowledge of: Financial Statements, Year End Procedures
  • Ability to establish and maintain effective working relationships
  • Ability to effectively meet and work with fellow employees, customers, and potential customers
  • Demonstrated ability to train and provide consultation to customers in clear and concise manners.

Benefits:

  • Competitive compensation package.
  • Opportunities for professional growth and training.
  • Dynamic and collaborative work environment.

 

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

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