Professional Services Consultant

FreeBalance is looking for a Professional Services Consultant (Treasury) with prior ERP implementation Experience and Solution Design to join its team in San Jose, Costa Rica. FreeBalance Professional Services Consultants work with customers to help implement and support FreeBalance solutions for Public Financial Management (PFM). This role involves a deep understanding of both Treasury practices and ERP systems, allowing the consultant to effectively design and implement solutions that improve payroll operations and efficiency. Professional Services Consultants must be able to effectively transfer knowledge and train government users on good practices and the functional and technical aspects of the FreeBalance Accountability Suite or other FreeBalance (productized and consultancy) services.

• Implementation and deployment of FreeBalance solutions following the company's ISO 9001:2015 certified implementation methodology.
• Manage customer expectations and advocate FreeBalance values and good practices.
• Conduct a detailed business requirements review with customers and prepare storyboards for approval and sign-off that would then be deployed at the customer as part of the implementation
• Configure and demonstrate FreeBalance software to help demonstrate the mapping between the process and the solution.
• Develop acceptance test plans and conduct acceptance testing of the configured FreeBalance software/system with the client.
• Develop training material and deliver required product and user training courses, including 'Train the Trainer', to meet the client's needs.
• Gather and document Treasury and business requirements
• Configure and demonstrate treasury solutions aligned to client processes
• Transfer knowledge to the client related to project tasks and activities, and the correct use of the FreeBalance solution.
• Use effective leadership skills to complete all phases of projects from inception through to completion.
• Provide input to product management on functional matters and future product requirements based on feedback from the client.
• Report progress on all assigned activities and deliverables to the Project Manager.
• Work with the Project Manager and team to achieve all milestones in a timely manner and on budget.
• Perform all other duties related to assigned projects, FreeBalance Objectives and Key Results (OKRs), and stated qualifications and competencies.

• Minimum University degree in Accounting, or a related field such as Commerce, Business Administration, Financial Administration, with strong financial management experience.
• Financial designation (e.g., PCP, CPM, CMA, CGA, etc.) and work experience with a large national accounting firm or ERP firm is an asset.
• Strong understanding of payroll processes and public-sector financial management
• Strong analytical, communication, and stakeholder management skills
• 10 years of Information Systems Experience.
• 5 years of experience in ERP software implementation, ideally related to financial management systems.
• Solid understanding of public sector financial management policies, processes, and procedures.
• Experience with various ERP systems and their HR modules.
• Demonstrated experience in implementing and deploying software applications, gathering and documenting requirements, particularly for the development and implementation of software applications.
• Previous experience in software configuration of a comprehensive solution for Financial Management or Enterprise Resource Planning.
• Ability to identify and address challenges during the implementation process and to analyze data to improve HR processes.
• Demonstrated experience working with customers, resulting in a positive and ongoing relationship.
• Maintaining a professional demeanor with the customer and colleagues.
• Strong analytical skills with multi-tasking ability.
• Excellent interpersonal and communication (verbal and written) skills in English.

We thank all applicants for their interest; however, only those selected for an interview will be contacted. FreeBalance is an inclusive employer dedicated to building a diverse workforce to increase the representation of the designated groups based on each country's legislation. We encourage applications from all qualified candidates and will accommodate applicants' needs under the respective labour law throughout all stages of the recruitment process.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.