Below are the 4 Business Analysts and 5 Financial 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.

Could the future success of your organization be helped by this senior business analyst who is experienced in wholesale, construction and manufacturing industries, as well as proficient in Epicor Vantage, SAP and JD Edwards? Technical competencies involve Epicor Vantage, SAP, JD Edwards, SQL, Microsoft AX, Photoshop, Illustrator, Acrobat, SolidWorks, Solid Edge, Unigraphics and AutoCAD. Educational attainment includes Bachelor of Science in Business Administration.

Important contributions of this senior business analyst included developing the implementation strategy for Epicor E9 among three internal companies in three countries and developing the entire organizational value stream including the differences between each country’s business operations and models. One of the tasks covered developing the entire ERP workflow from quote to cash for all three phases of implementation including customer relationship management, demand management and financial management. Skills consisted of developing the ERP system flow configuration and integrating it with existing business unit processes. New processes and strategies were developed for processes/business roles to eliminate ERP systems customization. Key roles involved developing the data migration plan to implement Phase One ERP processes for the initial implementation, while developing the entire ERP system workflow outline to be used as a basis for training documents, testing scripts and user reference guides. Duties covered identifying all system functionality testing, process testing and document testing to ensure planned outputs met business requirements.

In another job, this specialist managed the company-wide ERP business system including upgrades, customizations, integrity and configuration. Daily user helpdesk support was provided. Other tasks were acting as liaison between ERP technical support and daily ERP system users, along with managing nine companies and multiple warehouses.

What can a business analyst who has work background in manufacturing, banking and technology industries, as well as specialization in Epicor Vantage and Hyperion bring to your organization? Technical specializations involve Epicor Vantage, Hyperion, Crystal Reports, Access, Remedy, SQL Management Studio and SharePoint. Educational background includes BS Management Information Systems (MIS), BS Marketing, AA Degree in Business Administration and Medical Coding course. This individual is a Certified Tax Preparer.

Working with areas such as tracking the key performance indicators and trends, as well as researching, evaluating and recommending system technologies to support business requirements were part of this business analyst’s work experience. Duties covered creating and maintaining financial/ sales reports, as well as providing in-depth analysis of sales and business trends for specific markets, products, subject areas or sales channels. Creating common and ad hoc reports upon request, in addition to preparing and reviewing product support information were some of the tasks. The user database and accounts were maintained. Customer files were setup and maintained. This individual participated in new employment training/ special projects/ assignments, developed strategies and recommended changes for improved analysis. Decision-making support in business development was provided through planning analysis using standard planning techniques such as SWOT analysis. The job covered working daily with Epicor Vantage, CRM and Copia business software packages.

Responsibilities in another job covered responding to customer’s email and assisting phone support to customers to ensure satisfaction of their needs. Functions involved resolving client problems as they relate to technical software issues and general overall issues, along with gathering and analyzing customer feedback to assist in the improvement of product usability.

Could your organization use a business analyst who is experienced in government, business services and engineering industries, as well as proficient in Epicor and PeopleSoft? Technical proficiencies cover Epicor, PeopleSoft, Oracle, Peachtree/Sage 50, MS Dynamics Great Plains and QuickBooks. Educational attainment includes BS Management, graduate studies in Computer Science, and Advanced Accounting/ Cost Accounting.

Primary tasks of this business analyst covered completing the analysis of all current market enterprise accounting solutions for a manufacturing solution that included global parts ordering/call center integration, bar-coding, GAAP compliance, parts manufacturing inventory, federal cost accounting, program funding (SBIR) and ISO 9004 compliance for business process improvement. This delivery made the client excel beyond his competitors. Key roles covered leading and delivering all phases of SDLC for multiple projects, the primary one being the ERP project which included all accounting reconciliations, general ledger posting, extended data mapping from all current workaround solutions, conversion strategy (with file mapping, including risk strategy for supply chain disruption), all ISO and government compliance requirements, to parallel testing of Epicor 9 and ongoing support for a month before final turnover.

Contributions involved laying out or developing custom reports for all financial, regulatory and SBIR funding reports. Identifying all change management tasks the client would need to modify in order to fulfill company and global vendor requirements was completed by delivering a new management operational plan. Tasks involved developing and maintaining the corporate website, along with developing and supporting the online company presentation/ product brochure which was linked to online ordering for all company and global buyers.

Would a business analyst who is experienced in the manufacturing industry and skilled in Epicor Vantage, SAP and MS Dynamics Great Plains help your organization achieve greater success? Technical specializations cover Epicor Vantage, SAP, MS Dynamics Great Plains, and Infor Syteline. Educational attainment included continuous professional development courses in Business Objects Analysis/Developer X1 (Including Crystal Report Designer), Danaher DBS, MS SQL Server, MS Project 1 and MS Project 2.

Making a positive difference with analyzing and integrating manual business processes were some of the key focuses. Target key areas were where ERP application implementation would provide immediate impact on product sales, eliminating backlog by 60%. Overseeing the design data process flow and instituting procedural guidelines for a multi-location facility were part of the responsibilities. The direction of current and future needs was provided. This individual managed personnel, budgets and procurement for technology ERP expenditures, as well as facilitated multi-site ERP requirements and best practices. Detailed analysis of mid-range ERP packages was provided: SAP, Infor SyteLine (6.0 to 7.0 release), MS Dynamics (Great Plains) and Epicor Vantage (8.405). Notable accomplishments involved creating objectives and information technology plan, in addition to being appointed as 1 of the 13-member worldwide board for a small business division ERP counsel. Skills consisted of replacing the work order methodology with Kanban/Point of Use processes and serving as project manager for SyteLine 6.0 ERP implementation.

Another job involved mapping current and “to be” business processes as a means in delivering ERP implementation objectives, successfully delivering an ERP solution under budget and on time. This was done along with providing an integrated business solution/data integrity, using progressive manufacturing methodology.

How can your organization gain an advantage with the help of a senior financial analyst who has work background in professional services, manufacturing and construction industries, as well as skilled in Epicor Vantage and JD Edwards OneWorld? Technical skills cover Epicor Vantage, JD Edwards OneWorld, Cognos, and ADP Payroll system. Educational attainment includes Business Administration Program (Accounting concentration).

While working for a manufacturing company, main functions of this senior financial analyst consisted of consolidating monthly financials of five North American heavy conveyor belt manufacturing plants and submitting to parent company in United Kingdom. The annual revenue of $250M was achieved. This specialist consolidated seven newly acquired branches in the service industry reporting under a separate entity (all reporting under different software); this was a manual consolidation. The annual consolidated revenue was $85M. Duties were updating or maintaining foreign currency rate companywide, reporting potential foreign exchange exposure, and analyzing quarterly cash flow needs based on f/x on GL. Advantages involved thorough knowledge of Cognos (PowerPlay) reporting tool. Systems used included Vantage Avante ERP software, some Epicor, Lotus 1-2-3 and Cognos (Controller) for UK reporting.

Notable tasks included consolidating and reporting the finance of an acquired joint venture in Chile (reporting in CLPs) and a non-revenue internal entity. Approximately $5M revenue annually was obtained. Responsibilities consisted of reporting consolidated P&L, balance sheet, depreciation schedule, plant capital spending, payroll headcount, intercompany accounts and other schedules as necessary, in addition to applying knowledge of IFRS, IAS and standard cost system. Consolidated management packs were prepared monthly and distributed to the executive team.

Could the future success of your organization be helped by this senior financial analyst who is experienced in manufacturing, technology and retail industries, as well as proficient in Epicor Vantage, Oracle Financials and SAP FICO? Technical competencies involve Epicor Vantage, Oracle Financial, SAP FICO, Sage, QuickBooks, ADP, Paychex, and Access. Educational background includes MBA Degree in Finance and Bachelor’s degree in Commerce (Advanced Accounting & Auditing, Economics and Statistics).

One of the important tasks of this senior financial analyst included ensuring accurate system conversion from Solomon & Alliance to ERP Epicor Vantage 9. The job entailed preparing, analyzing and reviewing the charts of accounts in G/L accounting in ERP Epicor Vantage 9 for multiple entities. Apart from establishing accounting policies and procedures, internal control procedures were overseen.

In another job, this individual developed and prepared monthly/quarterly/yearly financial package. Financial information and operational analysis were provided to management. Skills brought to the table covered preparing, analyzing, reviewing, modeling and reporting monthly financial statements, income and expense statement, P/L, B/S, C/F, product profitability, with margins, reporting on variances in regards to performance of brands, cost, distribution, overhead, and all aspects that went into the puzzle, marketing, as well as other ad-hoc analysis reports to controller, CFO, CEO and VP of marketing. Functions consisted of reviewing and maintaining effective internal controls over financial reporting, as well as preparing KPIs for top management. Variance was found from various reports use for decision making at management level. Sales/marketing models were developed that resulted in significant revenue growth. Other core competencies included financial planning/analysis, budgeting, variance, forecasting, business analysis and modeling.

What can a financial analyst who has work background in retail, restaurant and professional services industries, as well as specialization in Epicor Vantage and Salesforce bring to your organization? Technical specializations involve Epicor Vantage, Salesforce, Vlookup, Pivot Table, Access, Transcription (63 wpm, 10-key), Acrobat, G-Suite and SQL. Educational attainment includes Bachelor of Science in Business Administration (concentration in Finance) and Associate of Art in Liberal Arts (Business & CIS emphasis).

Working with areas such as compiling data to analyze costs and revenues to project future trends, as well as managing standard costs, inventory, BOMs and MOMs were part of this financial analyst’s work experience. Duties covered investigating and reporting any inconsistencies in manufacturing. This specialist compiled and analyzed data of inventory and production variance. The annual physical inventory count was organized. Apart from entering POs, job orders were closed into the Epicor Vantage ERP.

Tasks also consisted of assisting in monthly variance analysis collection, analyzing raw data and building models for review by management. The director of HR was assisted with payroll and 401k benefit package.

Could your organization use a financial analyst who is experienced in professional services, education and gaming industries, as well as proficient in Epicor XL Connect, Oracle and Hyperion? Technical proficiencies cover Epicor XL Connect (BizNet), Oracle BI tools, Hyperion, Essbase, UltiPro, Cognos, SSRS and Quicken. Educational background includes Bachelor of Arts in Economics.

Some impact contributions of this financial analyst included performing budget planning/ analysis with Health Information Management (HIM), while also preparing recurring and ad-hoc Excel reports from raw data (75% of the job). The department’s budget was processed in the Hyperion system, making use of Excel, Essbase, and other tools to prepare salary projections for the department’s 178 employees and nine accounting units. This specialist coordinated with managers and assistant directors to make ongoing budgetary adjustments and to prepare reports. Key roles covered developing data-driven analysis for leaders within and outside the department and performing payroll calculations for union contracts. Apart from automating repetitive functions, the job consisted of preparing and maintaining many recurring and ad hoc reports for transcription services as well as HIM consultants, along with traveling to multiple facilities in order to train other administrative staff on advanced Excel capabilities and to assist with audits or reports.

Building a Kronos timekeeping tool that nearly eliminated accidental overtime among 20+ transcriptionists was efficiently handled. Due to hard work and efficiencies, this specialist was able to devote time to special projects such as the organizational budget and was also ‘loaned out’ to other units within the organization for special projects and training of other staff, 1.5 days each week.

Would a senior financial analyst who is experienced in technology, manufacturing and retail industries, as well as skilled in Epicor Vantage, SAP and Hyperion help your organization achieve greater success? Technical specializations cover Epicor Vantage, SAP, Hyperion, and ManMan. Educational attainment includes MBA (Finance) and Bachelor of Commerce (Accounting).

Making a positive difference with using 2 different systems (ManMan and Epicor Vantage) to generate/streamline a wide variety of reports, as well as ensuring that both systems were in sync were some of the key focuses of this senior financial analyst. Responsibilities covered playing a key role in preparing journal entries and account reconciliations for various accounts for month-end and driving the process to verify inventory across ManMan and Vantage for standard costs and quantity at hand. The focus was to ensure that the standard costs, material overhead and quantity on hand for various part numbers were consistent across both systems. Minute attention had to be paid to reflect accurate results.

Notable skills used on a regular basis included updating the chart of accounts, depreciation and headcount to make the data current for budgeting purposes and analyzing the budget versus actual variances of departmental expenses towards month-end in MS Excel using VLOOKUP. The templates for the new fiscal year budgeting were updated in Excel for the various departments ensuring that the actuals for the months were in sync with the general ledger. A lot of attention to accuracy was required since it was the close of the year, adjusting entries constantly to tie up with GL.