IT ERP Product Lead Senior, Vertex

Key Responsibilities

• Understand Regal Rexnord tax requirements to ensure strong alignment between the Tax team and the application solutions/services.
• Evaluate, design, plan, configure and deliver effective solutions and configuration within Vertex and its integration with the ERPs such as SAP & Oracle
• Continuously expand knowledge of data, processes, and integration points with ERPs, as well as Vertex and industry standard best practices
• Support value realization initiatives through consistent system utilization, best practice business processes, and standardized controls across business units and geographical areas.
• Strong functional, communication and organization skills, with ability to effectively meet deadlines and milestones as well as provide timely updates.
• Lead business process and master data redesign ensuring alignment with best practices.
• Develop strong ties with the tax user community through end user training, support and knowledge sharing to keep solution aligned with the business.
• Assist team members and customers with problem solving related to software application performance and usage.

Qualifications:
Ideal candidate should have

• Minimum of 5-7 years of Tax software experience, specifically Vertex.
• Knowledge of Accelerator tools is a plus.
• Provide expert-level Finance support with a strong focus on AP (Accounts Payable), including invoice processing, payment runs, GR/IR clearing, and vendor reconciliation.
• Lead Vertex O Series tax integration for the NA, MX and CA region, ensuring accurate tax determination and automated tax calculation for AP transactions.
• Manage cross-module scenarios with integration between Finance, Supply chain and Procurement processes.
• Configure and optimize AP sub-processes: vendor master data, payment terms, check/ACH payments, and open item management.
• Work closely with business teams to handle sales & use tax, withholding tax, and 1099 reporting requirements through Vertex.
• Perform configuration, functional testing (Unit, SIT, UAT), and defect resolution for Finance and Vertex-related issues.
• Analyze month-end and year-end AP activities (GR/IR clearing, open AP reporting, payment proposals).
• Support and troubleshoot cross-functional integrations
• Prepare functional specifications, test scripts, and provide user training for AP and tax-related functionalities.
• Excellent interpersonal skills including ability to work in collaborative team environments and establish and maintain on-going business relationships. Collaborates Across Boundaries & Impacts across Cultures
• Translate business requirements into functional specifications and create the configuration rationale to design and configure the tax applications
• Provide ongoing support and maintenance for Tax software systems, including troubleshooting and resolving issues
• Develop and deliver training materials and sessions for end-users
• Create and maintain detailed documentation of configurations, processes, and procedures
• Participate in system upgrades, enhancements, and testing activities
• Facilitate business process reviews to gather expected business outcomes and functional requirements
• Design, test and deploy the technical components required for successful Tax solutions.
• Strong documentation skills, including process narratives (As-Is and To-Be), business requirement categorization (Map vs. Gap), and preparation of solution design documents.
• Experience in technical requirements documents, solution design documentation, and other forms of technical writing to support system enhancements and process improvements.
• Specification of test scenarios and plans for functional and integration tests and experience leading testing cycles independently.
• Experience working with offshore and on-site teams is a plus.

About Regal Rexnord
Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools.

The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture.

Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit