Chapman Tate Associates
Epicor Financials Consultant

How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Epicor Financials Consultant
Location: Remote with some customer travel
Employment Type: Permanent, Full Time
Your Next Challenge
We’re looking for an experienced ERP Financials Consultant to join a growing ERP consultancy, working with customers to get greater value from their Epicor investment.
This is an excellent opportunity for someone who combines a strong finance and accounting background with ERP implementation experience. You might already be an experienced Epicor Financials Consultant, or you could have worked with another comparable ERP platform and be interested in developing your career within Epicor Kinetic.
You’ll work directly with customers, understanding how their finance functions operate, identifying opportunities for improvement and translating those requirements into practical ERP solutions.
The Role
As an ERP Financials Consultant, you’ll take ownership of the finance workstream across implementations, upgrades and optimisation projects.
You'll work closely with Finance Directors, Financial Controllers, project teams and other functional consultants to understand current processes, design future-state solutions and ensure the system supports both financial control and wider business objectives.
Your responsibilities will include:
- Leading finance discovery and requirements-gathering workshops
- Understanding and documenting as-is and to-be finance processes
- Configuring and implementing Epicor Financials functionality
- Translating accounting and business requirements into effective ERP solutions
- Supporting General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets and financial reporting
- Working across multi-company and multi-currency environments where required
- Supporting costing, budgeting, reporting and period-end processes
- Identifying opportunities to improve and streamline financial processes
- Producing functional specifications and solution documentation
- Supporting data migration, reconciliation and validation
- Developing test scenarios and supporting UAT
- Delivering customer training and supporting go-live
- Working alongside technical, manufacturing and supply-chain consultants to deliver joined-up solutions
- Providing ongoing optimisation and consultancy following implementation
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What We're Looking For
We’re particularly interested in someone with a genuine finance background, rather than purely technical ERP experience.
Ideally, you'll have:
- Experience implementing or supporting ERP Financials
- Strong understanding of accounting principles and finance processes
- Experience working with Epicor Kinetic/Epicor ERP would be highly advantageous
- Alternatively, experience with a comparable ERP such as Infor, Dynamics 365, NetSuite, SAP Business One, Sage X3, IFS, JD Edwards or Oracle
- Experience gathering requirements and running customer workshops
- Strong functional and process-mapping capability
- Experience across the ERP implementation lifecycle
- Confidence working directly with Finance Directors, Controllers and senior stakeholders
- Strong communication and customer-facing skills


Get help with your application
Your very own career expert that helps elevate your application to the next level.
A background in accounting, finance or financial management, including experience working within a finance team before moving into ERP consultancy, would be particularly attractive.
Why Consider It?
This is an opportunity to join a growing ERP consultancy where you'll have genuine influence over customer solutions rather than simply configuring software from a specification. You'll work across varied customer projects, develop your Epicor Kinetic Financials expertise, and have the opportunity to combine your finance knowledge with broader ERP and business transformation experience.
Interested?
If you're an Epicor Financials Consultant, or an ERP Finance Consultant from another platform interested in moving into Epicor Kinetic, we'd be keen to hear from you.
Apply today or get in touch for a confidential conversation about the role.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location