About rSmart
Learn more about rSmart and our work with Kuali and Sakai.
Position Summary
The Kuali Financial Consultant plays a key role on the Services team by working directly with clients to ensure the smooth implementation and long-term success of the Kuali Finance System (KFS) at their institutions. The incumbent works with other rSmart colleagues, including project managers and programming and technical staff, to execute a series of onsite and remote engagements that result in the successful deployment of KFS as an enterprise system. This individual provides business analysis, consultation, and configuration recommendations prior to and during implementation; prepares and conducts hands-on systems training for each client’s finance implementation team; and provides ongoing consultation regarding system administration, policy, and procedural matters. The incumbent also provides input into rSmart’s strategic planning process and may periodically provide expert advice regarding add-on service opportunities and otherwise support the sales team. This position requires a strong functional understanding of the KFS and financial administration in higher education; outstanding assessment, problem solving, and communication skills; and the ability to manage client expectations while forging a strong bond based on commitment and trust. Well-developed leadership and collaboration skills are also critical.
Essential Duties and Responsibilities
The following are common elements of this position. Other duties may be assigned.
- Collaborate with peers, product developers, open source communities, and project/account managers to support both standard and custom implementations.
- Analyze client functional requirements; prepare recommendations on optimal functional configuration to suit the institution’s needs.
- Perform fit/gap analysis with regard to system functionality; document findings and propose workarounds.
- Prepare operations and procedure documentation
- Advise, assist, and coordinate campus stakeholders throughout an implementation lifecycle.
- Conduct organizational reviews and evaluations, review system designs and procedures for work simplification and measurement.
- Review, evaluate, and document existing programs, practices, and systems to identify and recommend the means of interfacing related business systems across organizational and functional boundaries.
- Deliver formal hands-on KFS training to system administrators and Finance Office end users.
- Provide ongoing consultation regarding system administration, use of the KFS, and policy and procedural matters.
- Prepare for and conduct on-site and remote client consulting engagements as needed to perform duties noted above.
- Regularly solicit feedback from customers to improve client service and shares that feedback internally.
- Maintain a working knowledge of current releases (version changes and enhancements) of KFS.
Secondary Duties:
- Contribute to the composition and maintenance of KFS documentation and learning materials by providing content, review, and feedback.
- Use issue analysis and resolution experiences to add to rSmart’s repositories of knowledge by creating and maintaining knowledge base articles for customers and by documenting issue resolutions internally to improve the effectiveness of the rSmart team.
- Respond to client inquires regarding errors, problems, and questions on the use of the KFS.
- Advise clients on best practices for accomplishing their particular objectives within the product’s framework.
- Provide expert advice to the sales team regarding add-on service opportunities and other sales activities.
- Promote interaction among clients by leading and monitoring online discussion groups, user meetings, etc.
- Submit and deliver conference presentations on topics important to rSmart.
- Mentor and provide functional training to colleagues and new hires.
- Participate in interdepartmental meetings, teams, and projects.
Education and/or Experience:
- Bachelor’s degree preferred; minimum of Associates Degree with 1-2 years’ related experience and/or training
- At least 2 years’ experience working in financial services in higher education or a related field. Comprehensive knowledge of accounting principles and reporting requirements for higher education of FASB, GASB, AICPA and NACUBO. Strong background in the business operations of higher education including general accounting, accounts payable, purchasing, grants and contracts, endowment, fixed assets, and accounts receivable. Experience in two or more of these areas is a plus.
- Experience in consulting/training groups or individuals in the use of ERP systems and related technologies.
See attached position description for more information. Send applications and inquiries to jointheteam@rsmart.com.
