Wilson Allen is seeking a detail-oriented, experienced General Ledger (GL) Consultant to perform accounting requirements gathering, configuration and execution in the financial suite that satisfy project requirements. The consultant will work to ensure accuracy of financial information, providing assurance that the accounting practices adhere to client requirements, statutory regulations, and perform general ledger reconciliations. To ensure success as a GL consultant, you should demonstrate sound knowledge of best practices in general ledger accounting, and experience in implementing world class financial systems such as Thomson Reuters Elite or Aderant financial systems.


Additional desired experience includes consulting experience implementing Elite software products and technologies within project scope and timeline. The role of Application Consultant is a client facing position providing product implementation support for firms transitioning to a new ERP. Consultant will lead functional project teams with understanding the 3E application, and process flows. Review and analyze customer requirements to deliver functional and technical solutions. Demonstrate application expertise and provide tactical advise to guide customer with making the correct application setup decisions that impact the general ledger. Guide customer to document business requirements, identify process gaps requiring product customization, and future business process flows. Serve as a 3E GL application expert applying hands on work to customer’s 3E instance ensuring it supports their end-to-end business process requirements. Prior experience with delivering application training and helping customer test their software solutions is preferable. This is a full-time, completely remote position that offers a generous salary/bonus structure, healthcare package, paid time off and parental leave, retirement savings plans, life and disability coverage plus much more.

Key Functions:

  • Work as a key member of a project team to deliver effective solutions
  • Lead application strategy sessions with functional project teams. Assist customer with making application setup decisions. Document application set-up decisions and acquire sign-off.
  • Set-up 3E applications based on agreed decisions obtained during implementation strategy sessions.
  • Assist customer with mapping business requirements to stock application features. Document custom software requirements using prescribed implementation methodology deliverables.
  • Oversee the preparation and execution of software acceptance test plans for assigned projects.
  • Actively manage software issue resolution and bring to closure.
  • Measure and monitor progress throughout the process to ensure that the application is delivered on time, within budget, and that it meets or exceeds expectations.
  • Deliver application training to project team, and end-users.
  • Develop a working knowledge of relevant internal company business systems and processes.
  • Become a 3E application expert.

Minimum Requirements – Knowledge and Skills:

  • Experience in General Ledger ERP system implementation including setup to financial balancing of sub-ledgers to the general ledger.
  • Prior experience with ERP system implementations, e.g. Elite, SAP, Oracle, JD Edwards, Aderant with the focus on financial modules e.g. billing, collections, general ledger, accounts payable, procurement.
  • Prior experience consulting to functional software managers, senior management.
  • (e.g., project life-cycle, expectations & deliverable, scope management, etc.)
  • Minimum of 3 full life cycle implementations utilizing a recognized industry ERP implementation methodology.
  • Proven analytical and process redesign skills, including problem solving, quantitative reasoning, workflow process definition/design/modeling.
  • Proficiency in prioritizing tasks and balancing workloads to meet project objectives
  • Willing to be hands on when necessary to ensure timely completion of quality projects
  • Communication and relationship building skills:
  • Excellent verbal, presentation and written skills
  • Ability to communicate intricate technical and procedural matters to both technical and non-technical personnel
  • Ability to develop and maintain collaborative relationships among all levels in the organization
  • 4 year degree required, preferably in business management, accounting or information technology, or similar timeline of direct Elite product implementation experience.
  • Completion of formal consultant training/mentoring development process and 4 years consulting experience post-training
  • Microsoft office proficiency including Word, Excel, MPP, Power Point and Visio or similar tools
  • Able to travel and work at customer sites up to 30%

About Wilson Allen:
Wilson Allen’s team of highly respected business and technology experts provide professional services firms unprecedented software, strategic consulting, and technical expertise to strengthen business performance. Our specialized expertise enables our clients to use data and software more effectively so they can build stronger relationships, work more efficiently, and run more profitably.

By helping our clients align software and draw data from a wide array of systems, Wilson Allen can empower firms to manage the client life cycle more effectively — from business development and client acquisition to service delivery and operations as well as billing and collections. We work with organizations worldwide, enabling them to gain greater insight from their data and execute more effectively based on that insight.

Founded in 2009 by Bruce A Wilson, Wilson Allen is a professional services firm that helps law firm customers maximize the benefits of technology to reach new levels of operational efficiency and profitability. We apply more than 30 years of technical and law firm experience to help clients navigate the often-complex maze of practice management software.

Our 150+ strong team of industry experts – together with an extensive affiliate network – serve customers in the Americas, Canada, the UK, and Asia Pacific regions.