Hybrid Advisory Consultant, ERP & Accounting

Posted 5 days ago

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About the role

  • Advisory Consultant leading ERP implementations and providing accounting advisory services at Out of the Box Technology. Managing client engagements and ensuring operational success of technology transformations.

Responsibilities

  • ERP Implementation & Systems Integration: Lead full-cycle ERP implementations (primarily QuickBooks Online and Intuit Enterprise Suite), including requirements gathering, configuration, UAT, go-live, and stabilization
  • Own the integration strategy and execution across key SaaS tools (e.g., CRM, AP automation, payroll, revenue systems)
  • Translate business requirements into scalable system design
  • Partner with data migration resources to ensure data is structured, mapped, and deployed correctly
  • Support clients through cutover, training, and early-stage month-end close cycles
  • Accounting Advisory & Process Improvement: Perform accounting health checks to assess accuracy, structure, and reliability of financials
  • Identify root causes and deliver clear, actionable recommendations
  • Lead cleanup work, including chart of accounts restructuring, transaction reclassification, and reconciliations
  • Redesign finance processes such as month-end close, AP/AR workflows, and reporting
  • Evaluate control environments and identify gaps in segregation of duties, approvals, and oversight
  • Conduct risk assessments and help prioritize areas of exposure
  • Client & Project Ownership: Manage multiple client engagements, ensuring timelines, scope, and quality are met
  • Serve as a trusted advisor to Controllers and CFOs
  • Communicate technical and accounting concepts clearly and effectively
  • Navigate ambiguity and adapt to real-world client environments

Requirements

  • 2–5 years of experience in accounting, advisory, or ERP/financial systems implementation
  • Strong accounting foundation with the ability to assess and explain financial issues
  • Experience working with or integrating financial systems (ERP, GL, or related SaaS tools)
  • Proven project management and client-facing experience
  • Preferred CPA or progress toward CPA
  • Hands-on experience implementing QuickBooks Online and/or Intuit Enterprise Suite
  • Background in consulting, advisory, or outsourced accounting
  • Experience supporting high-growth or lower-middle-market companies
  • Exposure to tools such as Salesforce, HubSpot, Bill.com, Ramp, Rippling, ServiceTitan, or Maxio

Job title

Advisory Consultant, ERP & Accounting

Job type

Experience level

JuniorMid level

Salary

$90,000 - $115,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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