Below are the 6 Financial Analysts & 6 Business Analysts with Epicor / P-21 and other systems experience. The Thor Group® provides these and other Epicor / P-21 experienced professionals on a consulting, contracting or direct hire basis.

How can your organization gain an advantage with the help of a financial analyst who is skilled in Epicor and Peachtree/Sage 50 with work background in manufacturing, construction and financial services industries? Technical skills cover Epicor, Peachtree/Sage 50, and QuickBooks. Educational attainment includes Master of Science in Financial Management and Bachelor of Science in Business Administration.

Main functions of this financial analyst involved leading all areas of general ledger and financial reporting, as well as producing consolidated financial reports from QuickBooks Desktop and Epicor accounting systems through collaboration with accounting personnel. Communicating with the senior management in preparation of monthly, quarterly and annual internal/external reports, in addition to preparing financial statements/ disclosures to ensure accuracy and GAAP compliance were some of the duties. Other roles covered reviewing, improving and maintaining effective environmental controls. Journal entries were entered into the Epicor Accounting System to close out the month.

Notable tasks in another job included managing all aspects of the back office (A/R, A/P, payroll, HR, tax) for a small electrical contracting firm doing work in 30 of the 50 states, along with providing FP & A for the company CEO. Responsibilities consisted of reconciling all credit cards/ other accounts, monitoring the company’s cash position and cash forecasting. Margin/revenue analysis was provided for company projects. Budgets were reviewed and analyzed for all projects. This individual interfaced with third party organizations by producing financial statements for audits, reviews and licenses. One of the important contributions involved introducing new processes and procedures that optimized office efficiency by reducing overhead from 17% of revenue to 12% in the first year on the job.

Could your organization use a financial analyst who is knowledgeable in Epicor with experience in manufacturing, retail and financial services industries? Technical proficiencies cover Epicor, Access and Approach Software. Educational background includes BS Business Administration (major in Accounting).

Impact accomplishments of this financial analyst included creating nationwide multi-location inventory analysis provided daily to management which also assisted in production control. One accomplishment was successfully intercepting more than eleven $54 thousand shipping errors, eliminating over $312 thousand in displaced inventory and freight costs. During the company’s modernization, primary tasks included teaching and coaching the displaced staff by using Excel and Epicor software. This eliminated the need for outside training services, resulting in company savings of over $12.3 thousand. Key roles covered analyzing A/R aging for national accounts, in addition to challenging and successfully resolving customer disputes and deductions. Efforts exerted resulted in cumulative increased income in excess of $3.1M.

In other jobs, challenges like analyzing, reviewing and reducing operating costs for two manufacturing and distribution clients were successfully completed on a regular basis. Particular attention was based on lowering procurement and freight costs. Cost improvements were initiated, reducing waste and increasing profitability. Aside from streamlining financial data, the job consisted of diagnosing problems and initiating timely educated responses. Detrimental support was provided and required documentation was procured for settling various legal A/R issues. Skills involved developing macros, streamlining financial data needed for timely analysis/ review of monthly financial statements, as well as meeting rigid corporate deadlines expeditiously.

Could the future success of your organization be helped by this financial analyst who is proficient in Epicor and SAP with experience in manufacturing, clothing and financial services industries? Technical competencies involve Epicor, SAP, QuickBooks (Enterprise, Pro), Peachtree/ Sage 50, AS/400 and Ultra Tax. Educational background includes Bachelor of Science in Accounting and Bachelor of Science in Information Systems. This individual is a Certified Public Accountant (CPA).

Important contributions of this financial analyst included examining and analyzing accounting records after the conversion to Epicor software system to resolve variances. The job entailed assisting with external audit and preparing audit schedules. Tasks covered designing then maintaining monthly account and bank reconciliation process. Designing and maintaining monthly inventory reporting to include variance, margin as well as average cost analyses were also completed. The KPI reporting structure was designed and maintained. In addition, this specialist evaluated and tested the Epicor system to recommend improvements to procedures and policies.

Key roles in other jobs involved preparing, examining and analyzing accounting records, financial statements along with other financial reports. Skills consisted of reporting to the board of directors on financial results and analyzing the monthly department budgets. The accounting employees were supervised. Achievements covered successfully preparing and maintaining the financial model in Excel to establish investment by venture capital enterprise. Commendation was received from external audit team for crucial improvement of reconciliations and record maintenance. Areas of expertise included finance and accounting. Other strengths involved supervising effective teams, overseeing daily operations and improving the efficiency/ accuracy of processes or reports.

What can a senior financial analyst with specialization in Epicor, SAP and JD Edwards, as well as work background in manufacturing, entertainment and construction industries bring to your organization? Technical specializations involve Epicor, SAP, JD Edwards, Platinum, BusinessObjects, Business Intelligence and QAD. Educational attainment includes Bachelor of Science in Finance.

Working with areas such as constructing PPV (purchase price variance) reports by brands weekly to all plants then communicating results to the team, were part of this senior financial analyst’s work experience. Duties covered preparing various accruals and reclassing JEs during month-end. One of the tasks included leading the annual operating budget, monthly estimates for PPV and annual cost roll for 3rd party purchased items in the US. Key roles covered estimating monthly sourcing cost center expenses then providing cost center details to managers, directors and vice president of global sourcing. This individual worked closely with the commodity manager and finance manager on various ad hoc reports. Various accounts were reconciled using Epicor.

Responsibilities consisted of preparing weekly cash flow and sales return report analysis, in addition to creating profitability analysis for potential products. Apart from constructing cash flow variance analysis and budgets, other functions involved assisting with SEC financial reporting and managing the cash account balances daily. Domestic and international monies were wired using the bank’s impact system. Reviewing then prioritizing aged payables and vendor call list for weekly cash meeting with CFO, along with reconciling various accounts using Epicor and Platinum were efficiently managed.

Does a financial analyst who is knowledgeable in Epicor and Salesforce with experience in the manufacturing industry pique your interest? Technical knowledge includes Epicor ERP, Salesforce, Crystal Reports, Access, and Advanced Microsoft Excel Functions (Vlookup, Hlookup, Pivot Tables). Educational background includes Bachelor of Science in Accounting-Financial Sequence (minor in Economics).

Major responsibilities of this financial analyst included working closely with the executive team to prepare revenue forecasts, budgets and other analytics (monthly/ quarterly/ annual), monitoring revenues and costs, as well as tracking against business unit budgets. Key roles covered analyzing and reporting weekly cash flows. Month closing adjustments and entries were conducted. Creating customized reports and dashboards in Microsoft Excel, Salesforce and Crystal was one of the positive experiences brought to the business table. Data was accumulated from the Epicor ERP software and Salesforce to create and update financial projections as well as budget reviews.

Other duties involved handling reports on profit/ loss analysis, sales performance metrics, business unit budgets, sales/ operations forecast, revenue forecasting and general ledger account cost tracking. Cost tracking was implemented, resulting in cost reductions of up to 33%. The job covered working closely with auditors for year-end compliance, managing monthly bank/cost reconciliations and applying comprehensive knowledge of Microsoft Office, Epicor ERP Software and Salesforce. An additional function consisted of aiding in the accounts payable and accounts receivable efforts.

How can your organization gain an advantage with the help of a financial analyst who is skilled in Epicor, SAP and PeopleSoft with background working in financial services, transportation and banking industries? Technical competencies involve Epicor, SAP, PeopleSoft, ADP, Hyperion Financial Management, Workday, Oracle, Essbase, Rumba, BusinessObjects and SharePoint. Educational attainment includes Bachelor of Business Administration in CIS, minor in Finance.

Main functions of this financial analyst included performing monthly closing support including reconciliation of profit/loss and balance sheet accounts, as well as preparing month-over-month combined financial statements with variance analysis for management closing meeting. Reconciling all payroll accounts along with general ledger accounts for the America region on a monthly basis, supporting the team with the monthly closing of US books and recording under the US GAAP were all part of the duties competently performed on an ongoing basis. This individual validated Epicor trial balance versus SAP trial balance for 67 entities and mapped Epicor account string into SAP account string (GL account, business area, cost center and entity code by using Vlookup and pivot table).

Skills consisted of assisting with the monthly close process by posting all entries in advance of A/P close deadline then completing an analysis of unprocessed invoices and expenses for accrual. Duties involved posting journal entries (over 2,000 line items) for accrued expense and payroll into SAP system by using Zload and processing FED wires for payroll tax payments and brokerage investment accounts. Other tasks included reviewing and approving A/P invoices in order to track discrepancies between forecasted budgets or actual costs.

Could your organization use a business analyst who is knowledgeable in Epicor, with experience in business services, technology and manufacturing industries? Technical proficiencies encompass Epicor V10, NetSuite, Oracle, EDI, Infor Visual Manufacturing, QuickBooks, CyberShift, Ross Systems, JD Edwards OneWorld, UNIX and Linux. Educational background includes 2-year Associate Level+ of Applied Science: Computer Science; with coursework in Accounting & Economics (continuing education in Computer Science). This individual obtained certifications in APICS (Inventory and Production Management, Planning and MRP) as well as in GMP (Good Manufacturing Practices).

Primary tasks of this business analyst included applying knowledge in full SDLC software development life cycle, including analysis, design, development, testing, implementation and integration of software applications. Functions covered eliciting requirements, defining business rules, performing gap analysis and creating documentation. Business analysis, including procure to pay, order to cash, all materials, accounting and general ledger requirements, as well as processes and reporting were efficiently handled. Duties consisted of eliciting and documenting business requirements (as is, to be) and process flows. Functional and technical requirements were created, along with designing documents. Aside from managing software development, reporting with software vendor, internal and 3rd party resources were efficiently carried out. Responsibilities involved migrating the legacy data to new software (utilizing Epicor V10 DMT), creating schemas and configuring software and security: employee, roles, groups and multi-level security access.

For another job, notable roles involved managing the software setup and configuring the ERP software, NetSuite. This individual served as project manager for web-based, EDI, contract billing and special projects. The Epicor BAQ (SQL Query Tool) was used and dashboard creation for multiple sub-contract clients was completed.

How can a business analyst with specialization in Epicor and background working in software, retail and construction industries fit within your organization? Technical specializations involve Epicor, SSRS Reports, Crystal Reports, XSOL, C#, C++, C, Java, OpenGL, LISP, Prolog, SQL, JSON and SQL. Educational attainment includes B.A. in Computer Science and Business Administration (cum laude).

Key roles of this business analyst covered performing business analysis and redesigning processes as necessary within the context of an ERP solution through the following: proof of concept unit testing, project management, go-live support, user acceptance testing, data validation and process modeling. One of the responsibilities involved consulting on the following modules: AMM, CRM, Engineering, Inventory, Job Management, MRP, Sales Orders, Purchasing, Scheduling, QA, Quotes, Shipping/Receiving and SRM. Furthermore, this specialist created complex SQL queries through Epicor’s Query Designer to help clients find and report data.

The job included building screen customizations with the use of native Epicor tools and embedded C# code. Business processes were improved with Epicor business process management tools and embedded C# code. An additional task included traveling 80% of the time across North America with upwards of 50 clients while achieving 100 % client satisfaction. Other 20% of time was spent remotely, or in the office. One of the achievements involved meeting 78% billable utilization for FY18 with a target of 60% and 107% in FY19 Q1 with a target of 60%. Working on a 3+ month long project in Mexico as a business analyst and helping the client improve their production control processes was one of the achievements. This was by building dashboards or customizations that would assist with late order reporting.

Could the future success of your organization be helped by this business analyst who is adept in Epicor, Salesforce and Epic with work background in IT and distribution/wholesale industries? Technical competencies involve Epicor, MS Dynamics, Salesforce, Epic, SharePoint, Visio, Citrix, Cisco, ServiceNow, Scribe Online and Teamwork. Educational background includes Bachelor of Science in Computer Information Systems. Aside from receiving several honors for academic performance, this individual obtained certifications in Epicor Level 1 Tools, Manufacturing & Finance as well as Epicor Level 2 Manufacturing.

Responsibilities of this business analyst included using SDLC methodologies to progress, maintain and manage detailed project plans with tasks, deliverables or resource allocation necessary, as well as collaborating with stakeholder groups across the organization to ensure business and technology alignment for successful implementation. One of the duties consisted of using high-powered integration tools such as SQL and Scribe Online to combine, update and migrate millions of records across multiple software platforms such as Salesforce or Epicor ERP to improve client reporting and sales processes. The job entailed developing process flow diagrams/activity diagrams, test cases and use cases, in addition to performing functionality testing or regression testing.

Contributions involved creating project plans in accordance with project management framework standards/ procedures, along with identifying ongoing issues or gaps within plans, in order to eliminate implementation issues and ensure project deadlines were still adhered to while keeping the client well-informed with the project progress. Key roles involved troubleshooting and resolving complications within multiple CRM and ERP systems including Salesforce, Microsoft Dynamics and Epicor, related to-but not limited to issues with customer accounts, quotes, sales orders and products.

What can your organization gain with the help of a senior IT business analyst who is proficient in Epicor Supply Chain and SAP with experience in nonprofit, technology, and insurance Industries? Technical skills cover Epicor Supply Chain, SAP, Solution Manager, Worksoft Certify, Jive, Dreamweaver, Fireworks, SQL Server, Visual Studio and Report Builder. Educational attainment includes Bachelor of Science in Computer Science (minor in Business Administration). This individual obtained certifications in PHS Leadership and Lean Six Sigma (Bronze).

Main duties of this senior IT business analyst consisted of creating IT development checklist for Epicor 10.2 upgrade project, collaborating with junior analysts for unit testing and validating 200+ items in the new system. Functions covered successfully managing the data migration team to extract legacy data into Epicor ERP 10.1 with smooth go-live implementation to ERP 10.1 and facilitating weekly meetings with business owners to provide support on their critical request. Skills brought to the table involved gathering business requirements, defining system user rules and developing customized queries or dashboards to support daily critical business processes.

Another job called for providing knowledge management (KM) solutions based on client pain-points and initial project plans at the client site, training and supervising new employees to perform content changes, in addition to providing support to users utilizing the portal and KM tools.

How can a business analyst who is knowledgeable in Epicor Platinum ERA, Epicor Vantage, Great Plains and PeopleSoft with background working in IT solutions, nonprofit and retail industries fit within your organization? Technical specialties cover Epicor Platinum ERA, Epicor Vantage, Oracle, Great Plains, PeopleSoft, ProActa Project Accounting, Sage MAS 90, Accpac, MAS 200, MAS 500, Access, SQL Server.

Duties of this business analyst covered maintaining day-to-day support of E by Epicor application, as well as analyzing and implementing automated time card/job systems. Creating an employee badge barcode card system using Crystal Reports, in addition to modifying and maintaining existing applications were some of the functions. This individual used E by Epicor Vantage and Crystal Reports.

Other tasks involved using SDLC, in addition to planning, implementing and maintaining a budgeted program system. Key roles consisted of using Visual Basic, Business Object’s Crystal Reports and Crystal Enterprise, along with implementing the purchase order system integration with the budget program system. Existing applications were modified and maintained. Skills brought to the table included business analysis, application design, development, integration and delivery as well as application maintenance and support functions for Microsoft Dynamics AX applications and systems. Support was provided, along with resolutions to Microsoft Dynamics AX change/support requests. Creating and modifying electronic forms using Precision Forms and Bartender Label Systems were also completed. Systems integration and user acceptance testing were coordinated and facilitated. Dynamics AX workflow and Red Maple Advanced Workflow were efficiently handled, as well as participating in the design and implementation of ERP modules.

Does a business analyst who is skilled in Epicor and JD Edwards, with work background in manufacturing, retail and business services industries pique your interest? Technical knowledge includes Epicor, JD Edwards, Oracle, Linux, SharePoint, Micros, SQL and MySQL. Strong ability was displayed in solving problems and analyzing the technical aspects of business using Epicor modules. Expertise is also in global software implementations. Educational background includes B.A. in Business Administration.

Primary functions of this business analyst included designing, developing, documenting, testing and implementing functional as well as sound applications in accordance with the company’s needs. In this position, focus was on supporting, maintaining and enhancing vendor-supplied packaged software (specifically Epicor Manufacturing Modules or interfaces to other third-party systems, Epicor-Vs 9), as well as leading the ERP upgrade Vs.10, Manifest, CAD link and Salesforce. This specialist supported clients and operated in a matrix environment. The activities of third-party software vendors were also managed. Responsibilities consisted of supporting the Manufacturing Epicor ERP application and network administration, in addition to troubleshooting, diagnosing and supporting business concerns with supported applications or business intelligence reporting in Cognos.

The job covered applying senior interpersonal and communication skills to motivate complete project plans/ objectives to meet or exceed goals with the strong ability to structure plans/ actions into concise, easily understandable and productive ways. Key roles involved requirements gathering and completing current/ future business processes from a user perspective sales, finance, warehouse/shipping/receiving, assembly and test. Servicing and managing platforms such as Microsoft Technologies, Cisco, VMWare, SQL Server, Magento, Salesforce and SharePoint were also completed.