ERP product lead

Role & responsibilities

• 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.

EXPERIENCE/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.