Finance Implementer

Cyncly

1d•$100,000 - $120,000•Remote

About The Position

The role is responsible for leading the training and implementation phase of client projects. This includes educating clients on the Finance components within contractERP and ensuring they are equipped to successfully adopt the system. The role requires analyzing client business needs and existing workflows to recommend optimal processes for completing transactions within the platform. Additionally, the position collaborates closely with internal teams to enhance implementation methodologies and support smooth, successful go‑live experiences for clients.

Requirements

Experience with Microsoft NAV/Business Central (BC) required
3+ years in ERP Consulting or Finance system with a strong understanding of:
General Ledger (GL)
Accounts Payable (AP)
Accounts Receivable (AR)
Inventory costing
Fixed Assets
Bank Reconciliation
Intercompany transactions
Knowledge of financial reporting and consolidations
Familiarity with tax regulations (VAT/GST, regional compliance)
Strong Microsoft Excel skills
Strong written and verbal communication skills
Self‑motivated with the ability to work independently
Confident in personal skills and decision‑making
Strong professional presence
Comfortable with public speaking and client-facing interactions
Ability to manage multiple projects in a fast‑paced, rapidly changing environment
Strong time‑management skills with the ability to meet deadlines
Highly organized and detail-oriented
Ability to travel as needed

Nice To Haves

Experience with contractERP (cERP) preferred
Business Central MB800 Certification is preferred
2–5 years of experience in a senior financial role is preferred
Professional accounting designation is preferred

Responsibilities

Assist with projects, tasks, and communications for implementations, re‑implementations, and system upgrades with a focus on Accounts Receivable, Accounts Payable, General accounting, and third-party financial integrations.
Manage and assist internal and external project resources
Maintain and assist with upkeep of the project task list
Ensure project deliverables are completed on schedule
Understand and assess client needs
Analyze process bottlenecks and recommend solutions
Identify and communicate opportunities for process improvement
Identify gaps in contractERP workflows
Document requirements for client-specific customizations
Assume delegated portions of Operations responsibilities during implementations
Gather and analyze business requirements from finance stakeholders
Train clients on full contractERP or Business Central process flows with a focus on financial transactions, configuration and management
Develop and refine detailed homework and pilot test scripts for client use
Assist clients throughout the pilot testing process
Apply business knowledge to recommend industry best practices and configuration solutions
Support teams and clients through cutover activities during go‑live
Provide post–go‑live support to users during initial adoption
Collaborate with internal AIT teams throughout implementation cycles
Assist the support team with issue resolution as needed
Provide internal support or training to other AIT team members when required
Contribute to improving implementation processes, enhancing documentation, and producing updated training videos
Learn and understand new functionality related to operations workflows
Test new functionality and validate that it performs correctly
Assist in updating training plans, documentation, and videos to incorporate new features
Prepare to train clients on newly added functionality
Assist with Quality Assurance testing for each software release
Collaborate with the team to update documentation and videos associated with release changes