AI Native ERP Consultant

About the role

This opportunity positions you as a key technical and functional resource within the Raize practice, where you will own the successful implementation of AI-native ERP platforms for growth-stage clients. You are responsible for conducting in-depth discovery sessions to capture detailed client finance workflows and data requirements, ensuring a deep understanding of their operational realities. Based on these findings, you will configure the Rillet system, specifically designing chart of accounts structures and establishing transaction rules that mirror the agreed-upon business processes. A critical part of your ownership involves translating complex technical configurations into clear, accessible language for finance stakeholders who may lack a technical background. You will lead structured validation sessions to rigorously test system outputs, confirming accuracy and alignment before the solutions are rolled out across the organization. Furthermore, you will manage the coordination of data migration and deployment activities, acting as a guardian of data integrity throughout the transition from legacy systems. The role requires you to integrate third-party applications with the core finance platform, mapping client requirements against Rillet's capabilities and documenting any gaps alongside viable configuration workarounds. Finally, you will own the lifecycle management of these implementations, monitoring live instances, refining automated sequences, and adjusting system settings as client business models evolve, while maintaining comprehensive documentation for future reference and auditing.

Key facts

What you'll do

• Own the end-to-end configuration of Rillet ERP systems, translating client workflow requirements into precise financial system setups.
• Conduct discovery sessions to gather detailed information on client finance operations, ensuring system configurations align with actual business needs.
• Design and establish chart of accounts structures and transaction rules that reflect the specific operational realities of each client engagement.
• Lead validation sessions with finance stakeholders to verify the accuracy and performance of system outputs prior to organizational deployment.
• Coordinate and oversee data migration activities, ensuring the integrity and security of financial data during transfer and implementation.
• Act as the primary liaison for end-users, preparing them for new system workflows and supporting the adoption of automated finance processes.
• Map stated client requirements against the functional capabilities of the Rillet platform, identifying areas for configuration or process adjustment.
• Document identified gaps in system functionality and present well-defined configuration alternatives or enhancement proposals to the client.
• Monitor live Rillet instances post-deployment, refining automated sequences and adjusting settings to accommodate changing business models.
• Maintain comprehensive records of all configuration decisions and customizations to facilitate future system audits and iterative improvements.
• Partner directly with the Raiz Lead Consultant to manage the full lifecycle of client engagements, ensuring delivery against scope and timelines.
• Ensure all financial system configurations strictly adhere to the agreed-upon business processes and client operational frameworks.
• Support the development of the new practice area centered on modern finance systems delivery, contributing to internal knowledge and methodology creation.
• Proactively identify opportunities to optimize system performance and automation logic based on observed client usage patterns.
• Communicate complex technical and financial concepts clearly and effectively to both technical and non-technical audiences within the organization.

Requirements

• Must possess three to five years of professional experience in finance, systems consulting, or advisory roles focused on process improvement.
• Must demonstrate a firm grasp of fundamental accounting principles, including ledgers, reconciliations, and financial reporting standards.
• Must hold a formal background in accounting or finance, ensuring a deep understanding of financial operations and compliance requirements.
• Must have hands-on experience with at least one modern ERP or accounting platform, showcasing practical system implementation skills.
• Must be highly proficient in navigating complex configuration interfaces and adjusting system settings to meet business requirements.
• Must be able to communicate effectively with a diverse range of stakeholders, from technical developers to senior finance executives.
• Must possess the ability to translate complex topics into plain language, ensuring clarity and comprehension across all organizational levels.
• Must be legally authorized to work in the United States without sponsorship requirements for this role.
• Must be available for full-time engagement, committing to the standard working hours expected of a consulting professional.
• Must be detail-oriented and capable of managing multiple priorities while maintaining a high standard of accuracy in system configurations.
• Must exhibit strong analytical skills to diagnose issues within financial systems and propose logical, effective solutions.
• Must be reliable and disciplined in managing deadlines, ensuring the successful delivery of project milestones.
• Must be comfortable working within a fast-paced environment where adaptability and quick learning are essential for success.
• Must maintain the confidentiality and security of all client financial data encountered during the engagement.

Nice to have

• Demonstrated experience working with AI-native applications and understanding their implications for finance operations.
• Familiarity with modern SaaS finance implementation methodologies and tools beyond the core platform.
• Prior exposure to the specific tools and frameworks utilized in automated finance process delivery.

Practical notes

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Location: United States

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Engagement: Full-Time

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Compensation: $130,000 to $160,000 USD annually