Financial ERP Subject Matter Expert (SME)

About UVS Infotech:

UVS Infotech is a Laurel, Maryland-based, IT System Integrator with expertise in Emerging Technologies: Artificial Intelligence, Machine Learning, Robotic Process Automation, Blockchain, Identity & Access Management, Identity Proofing

Position Description:

The Financial ERP Subject Matter Expert (SME) provides strategic, functional, and technical leadership across all phases of an ERP modernization initiative. This role is responsible for assessing current-state financial systems and processes, defining future-state financial operating models, developing detailed functional and technical requirements, and supporting ERP vendor evaluation, system integration planning, and go-live activities. The Financial ERP SME works closely with stakeholders across Finance, HR, Procurement, Membership, and Billing functions to ensure that the selected ERP solution aligns with organizational objectives, best practices, and regulatory requirements while enabling scalability, interoperability, and operational efficiency.

Role and Responsibilities:

• Analyze existing financial systems, workflows, and integrations, including Accounts Payable, Accounts Receivable, General Ledger, Budgeting, and Procurement.
• Evaluate ERP and peripheral systems to identify process inefficiencies, data silos, and integration gaps.
• Assess financial data structures, reporting capabilities, and integration touchpoints with HRIS, procurement, and billing systems.
• Conduct stakeholder interviews and workflow mapping sessions to document current-state processes and identify gaps against industry best practices.
• Define future-state financial workflows, including unified ledger operations, automated reporting, centralized procurement, and improved financial controls.
• Develop high-level functional and integration requirements to support scalable and modular ERP architecture.
• Contribute to the design of the future-state ERP blueprint, including governance models, risk mitigation strategies, and phased implementation approaches.
• Support feasibility studies, cost-benefit analyses, and ERP platform recommendations aligned with organizational financial and operational objectives.
• Lead the development of detailed business, functional, and technical requirements for financial modules and reporting functions.
• Develop user stories, fit-gap analyses, and scoring criteria for evaluating ERP solutions.
• Support the drafting of Scope of Services and Functional Specification documentation for ERP vendor solicitation.
• Assist with vendor Q&A, proposal evaluations, reference checks, and final recommendation documentation.
• Define financial data mapping, cleansing, and migration strategies to ensure data accuracy and continuity.
• Coordinate with legacy system owners to prepare source data extracts and validate transformation rules.
• Establish data validation, reconciliation, and quality assurance procedures for migrated financial data.
• Support the design of integrations between financial systems and related platforms using APIs, middleware, and secure data exchange methods.
• Develop financial end-user training materials, test scenarios, and role-based guidance.
• Support and facilitate workshops for accounting, budgeting, procurement, and finance leadership staff.
• Participate in User Acceptance Testing (UAT) to validate financial module readiness.
• Provide post-training assessments and recommend process refinements to improve adoption and efficiency.
• Support system configuration reviews, testing cycles, cutover planning, and go-live readiness activities for financial modules.
• Validate post-go-live financial transactions, reporting, reconciliations, and controls.
• Assist with issue resolution, performance tuning, and process optimization during hyper-care and stabilization periods.
• Contribute to post-implementation documentation, knowledge transfer, and lessons learned activities

Required Skills:

• Minimum of 10 years of experience in financial systems, ERP implementations, or financial process transformation initiatives.
• Demonstrated experience supporting ERP assessments, implementations, or modernizations involving financial modules (GL, AP, AR, Budgeting, Procurement).
• Hands-on experience with major ERP platforms such as Oracle, SAP, Workday Financials, or Microsoft Dynamics.
• Proven expertise in financial process analysis, requirements development, fit-gap analysis, and ERP vendor evaluation.
• Experience with system integrations, data migration planning, and validation for financial systems.
• Strong stakeholder engagement skills, with experience working across finance, HR, procurement, and IT teams.
• Experience supporting change management, training, UAT, and post-go-live stabilization activities.

Education and Experience:

• Bachelor s degree in Finance, Accounting, Business Administration, Information Systems, or a related field (required).
• Master s degree in Business Administration, Finance, or Information Systems (preferred).
• Relevant professional certifications (e.g., CPA, CMA, PMP, ERP platform certifications) are highly desirable