Epicor Kinetic Functional/Technical Consultant
Role: Epicor Kinetic Functional/Technical Consultant Location: Remote West Caldwell, NJ Duration: 3 months Contract. (Chances for extension) Start Date: ASAP
About the Role
We're seeking an experienced Epicor Kinetic (version 2025.1) consultant to lead targeted configuration, enablement/disablement of features, customizations, and documentation/training for our finance and operations teams. The ideal candidate has hands-on expertise across Kinetic modules (Finance, Quote, Production), understands GL and BOM data structures, and can quickly implement front-end changes, BPMs/BAQs/Dashboards, and Application Studio customizations while working onsite with stakeholders.
Key Responsibilities
Finance & Data Architecture Review and work with GL and BOM tables; validate data relationships and reporting impacts. Advise and adjust Finance setup in Kinetic (Chart of Accounts, Fiscal Calendars, Posting Rules, Tax setup, etc.). Feature Enablement/Disablement & UI Controls Disable visibility of labor rate and burden rate in applicable trackers. Disable the Tax Y/N popup in Quote Entry. Enable/disable features across Kinetic modules via front-end configuration (Menu Maintenance, User Security, Process Settings). Front-End Customization Customize the Home Page by department (cards, tiles, KPIs, dashboards). Define default configurations per role (personalization, layouts, navigation, security groups). Automation & Reporting Design and implement BPMs (Business Process Management), BAQs (Business Activity Queries), Dashboards, and Application Studio customizations to support business workflows. Ensure changes are version-controlled and aligned with best practices. Documentation & Training Produce clear documentation for all configurations and customizations (solution design, deployment steps, rollback plans). Deliver role-based training and quick reference guides for end-users and admins. Provide knowledge transfer to IT for ongoing support Governance & Quality Adhere to change management processes, maintain test scripts, and conduct UAT sessions. Collaborate with IT and business stakeholders to prioritize tasks and meet deliverables within the 2 to 3-month timeline. Required Qualifications 5+ years working with Epicor ERP/Kinetic, with direct experience in version 2025.1 (or recent Kinetic releases with demonstrable upgrade knowledge). Strong understanding of GL and BOM tables and overall Kinetic database architecture. Proven ability to disable/enable module features via front-end and security/settings (e.g., trackers, Quote Entry prompts). Hands-on expertise with BPMs, BAQs, Dashboards, Application Studio. Experience customizing home pages by department and default configurations per role. Solid knowledge of Finance setup (COA, posting rules, tax configuration, fiscal calendars). Strong documentation skills: ability to develop and deliver user/admin training. Excellent communication and stakeholder engagement skills;