Epicor Kinetic Functional/Technical Consultant || Remote West Caldwell, NJ

Role: Epicor Kinetic Functional/Technical Consultant

Location: Remote West Caldwell, NJ

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; comfortable working onsite.