Advisory Consultant (ERP & Accounting)

We are looking for an Advisory Consultant who combines accounting operations knowledge with ERP and systems implementation experience. This is a highly client-facing role focused on improving accounting workflows, implementing financial systems, and supporting integrations across client environments.

The ideal candidate has hands-on experience with ERP/accounting systems implementations and understands core accounting processes such as month-end close, reporting, reconciliations, and AP/AR workflows.

You will work directly with clients to lead implementations, optimize processes, support integrations, and drive adoption across finance teams. This is a billable consulting role reporting to the VP of Advisory.

What You’ll Do

ERP & Accounting Systems Implementation

• Lead end-to-end implementations of QuickBooks Online and Intuit Enterprise Suite (IES)

• Gather business requirements and translate them into scalable accounting system solutions

• Configure accounting systems, workflows, permissions, reporting structures, and integrations

• Coordinate and support data migrations, validation, testing, and go-live activities

• Lead UAT sessions, client training, onboarding, and post-implementation stabilization

• Troubleshoot implementation issues and recommend practical solutions

Systems Integration & Process Optimization

• Support integrations between accounting systems and operational tools such as:

• Salesforce

• HubSpot

• Bill.com

• Ramp

• Rippling

• ServiceTitan

• Maxio

• Evaluate and improve finance workflows including:

• Month-end close

• AP/AR processes

• Revenue workflows

• Reporting structures

• Approval flows

• Identify inefficiencies, process gaps, and data integrity issues

• Help clients improve visibility, reporting accuracy, and operational scalability

Client Consulting & Project Ownership

• Manage multiple client engagements simultaneously

• Act as a trusted advisor to Controllers, CFOs, and operational leaders

• Communicate technical concepts in a practical, business-friendly way

• Drive projects forward while balancing timelines, priorities, and client expectations

• Create documentation, implementation plans, SOPs, and process workflows

Do you have experience in Accounting and finance experience?, Required

• 2-5 years of experience in ERP implementation, accounting systems consulting, financial systems support, or accounting operations

• Strong understanding of accounting workflows and financial operations

• Experience implementing or supporting accounting/ERP systems

• Client-facing experience with strong communication and project coordination skills

• Comfortable navigating both technical conversations and accounting/process discussions

• Strong organizational and problem-solving skills

Strongly Preferred

• Hands-on experience with QuickBooks Online and/or Intuit Enterprise Suite

• Experience with ERP implementations, SaaS integrations, or finance systems optimization

• Background in consulting, advisory, outsourced accounting, or implementation services

• Exposure to API/integration workflows, data mapping, or systems troubleshooting

• Experience working with cross-functional operational systems tied to accounting

• Experience in fast-paced or high-growth client environments

What Sets You Apart

• You enjoy solving operational and systems-related problems

• You can bridge the gap between finance teams and technology teams

• You thrive in fast-moving client environments

• You are process-oriented but adaptable

• You can take ownership of projects with minimal oversight

• You enjoy both the technical and people side of implementations

1.81.8 out of 5 stars Dallas, TX Hybrid work $90,000 - $115,000 a year - Full-time

Out of the Box Technology (OOTB) is a leading outsourced accounting, advisory, and technology consulting firm helping clients modernize and scale their finance operations.