Estate Planning Consultant jobs in Charleston, WV

The Enterprise Resource Planning Board’s (ERP) Finance Team Manager is responsible for the day-to-day management of the Finance Team and is a critical member of the Board’s management. The Manager supports existing functionality within the ERP System and participates in the implementation and development of new functionality. The position reports directly to the Executive Director of the ERP Board.

The Manager supports Finance Team members by assigning responsibilities, setting expectations, and coordinating resources as needed from other areas of the Board or other departments. The Team continually works to expand the use of the ERP System by encouraging departments and vendors to take advantage of existing functionality and working with our software vendor and other “central” organizations to take advantage of functionality available through the System’s software or with the addition of ancillary software or systems.

Detail Responsibilities

· Collaborate with the ERP Technical Team.

· Work with ERP Board software vendors routinely to solve programming and configuration challenges for our customers.

· Provide and develop project management leadership for all Finance Team initiatives, including both routine projects, as well as large, long-term projects such as upgrades across the diverse Finance Team functional areas.

· Assign projects to team members and ensure timely and accurate results to meet timelines and state guidelines, laws, etc.

· Coordinate and provide support for annual processes such as but not limited to, Fiscal Year End, Mass Depreciation, IRS Form 1099 issuance, etc.

· Serve as liaison with “Central Orgs”, such as, the Governor’s Office, State Auditor’s Office, State Treasurer’s Office, State Budget Office, State Purchasing Division, Finance Division, Office of Technology, etc.

· Encourage departments to use the ERP System functionality rather than outside systems.

· Diminish use of miscellaneous vendors and move away from check to EFT disbursements.

· Review and approve Finance Team members’ timesheets and leave requests.

· In addition to the Finance Team business analysts, the manager is responsible for the Board’s Comptroller and day to day financial management (ERP budget, cash projections, procurement, inventory management, vendor payment, etc.)

· Review and approval of the ERP Board financial transactions including purchase card transactions.

· The manager through the Comptroller has responsibility for the office janitorial staff and acts as a liaison with the office landlord’s staff.

Qualifications Desired

• Education: A Bachelor’s degree in Business Administration, Finance, Information Systems, or a related field. A Master’s degree in Business Administration (MBA), Public Administration (MPA), or Information Technology (IT) would be advantageous.

· Experience: Extensive experience in ERP implementation and management, ideally within the public sector or government setting. Experience should include hands-on involvement in the deployment and operational management of ERP systems, with a strong emphasis on financial and budgetary processes.

· Leadership Skills: Proven ability to manage and lead a team, demonstrated by previous similar experience. Skills should include team building, conflict resolution, performance management, and strategic planning.

· Financial Acumen: Deep understanding of public sector financial management, including budgeting, procurement, and fiscal reporting. Experience with financial oversight and compliance in a government context is needed.

Certifications Desired

· Certified Public Accountant (CPA) or Certified Government Financial Manager (CGFM): These certifications highlight expertise in financial management, which is critical for managing state budgetary and financial systems.

• ERP-Specific Certifications: Depending on the ERP platform used (e.g., SAP Certified Application Associate, Oracle Certified Professional), these certifications help validate the manager’s capability to handle the specific ERP system.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Charleston, WV 25301: Relocate before starting work (Required)

Work Location: In person