Job Description: SAGE X3 Functional Consultant - Financial Management & Controls
Position Summary
The SAGE X3 Functional Consultant - Financial Management & Controls is responsible for designing, configuring, and supporting the financial modules of SAGE X3. The role ensures strong financial governance, internal controls, compliance, and optimized financial processes for the organization. The consultant is expected to work closely with Finance, Audit, Compliance, and IT teams to deliver robust ERP solutions aligned with regulatory and organizational standards. This hybrid role combines functional consulting, problem-solving, and L2/L3 application support, working closely with cross functional teams across Finance, Supply Chain, Manufacturing, Sales, Inventory, and Quality.
Key Responsibilities
1. Financial Systems Analysis & Design
- Analyze and document business requirements for finance-related functions:
General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting, Cash Management, Bank Reconciliation.
- Conduct gap analysis between business needs and SAGE X3 capabilities.
- Design workflows, approval processes, and controls aligned with organizational and audit requirements.
2. Financial Reporting & Compliance
- Define requirements for statutory reporting, management reporting, and financial analytics.
- Support report development using SAGE X3 tools, SEI, Crystal Reports, or Power BI.
- Ensure ERP processes comply with GAAP/IFRS, internal audit standards, and regulatory requirements.
3. Testing, Documentation & Training
- Develop functional specifications, test scripts, process documentation, and SOPs for financial processes.
- Perform SIT and support UAT with Finance and Audit teams.
- Conduct end-user training for Finance, Procurement, and other stakeholder groups.
4. Support & Issue Resolution
- Provide Level 2/3 functional support for financial modules.
- Troubleshoot issues related to transactions, period close, postings, and system controls.
- Collaborate with technical teams to resolve integration or customization issues.
- Ability to analyze logs, trace transactions, and validate data flows.
- Familiarity with ITSM tools (ServiceNow, JIRA, ZenDesk, etc.)
5. Data, Integration & Controls
- Assist with financial data migration mapping and validation.
- Ensure data accuracy across integrated systems such as CRM, WMS, Procurement, Banking, or Payroll.
- Strengthen financial system controls and propose enhancements to reduce audit risks.
6. Enhancements, Testing & Deployment
- Support enhancements, new features, rollouts, and configuration changes.
- Prepare and execute test cases for SIT and UAT; manage defect resolutions.
- Assist with release management, environment promotions, and controlled deployments.
- Collaborate with technical teams to validate customizations, reports, workflows, and integrations.
7. Documentation & User Enablement
- Prepare functional documents: BRDs, SOPs, configuration guides, test scripts.
- Maintain training materials and conduct user training sessions.
- Build knowledge base articles for recurring issues and new features.
Required Skills & Experience
Functional Expertise
- 4-7 years of experience with SAGE X3 Finance modules.
- Hands-on expertise in:
- GL/AP/AR
- Fixed Assets
- Cash Management
- Budgets
- Bank Reconciliation
- Financial year-end and month-end processes
- Strong understanding of financial compliance, internal controls, and audit principles.
Technical Awareness
- Familiarity with SAGE X3 development environment (4GL, scripts, dictionaries) is an advantage.
- Ability to write basic SQL queries, understand data structures, and work with IT teams.
- Experience with reporting tools (SEI, Crystal, Power BI) is preferred.
Soft Skills
- Excellent analytical and problem-solving ability.
- Strong documentation and communication skills.
- Skilled in working with cross-functional teams including Finance, Audit, Compliance, and IT.
- Ability to multitask and work under SLA driven support environments.
Education
- Bachelor s degree in Finance, Accounting, IT, or related field (required).
- Professional certifications such as CA/CPA/CMA/ACCA are an advantage.
Preferred Certifications
- SAGE X3 Financials Certification.
- ITIL Foundation, SOX/Controls certification, or ERP audit certifications (optional).
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