IT ERP Product Lead- Vertex

Job Description

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.

Skills Required

vertex , Integration Tests, Test Scripts, Invoice Processing, Functional Testing, Vendor Reconciliation, Enhancements, Test Scenarios, Functional Specifications, Documentation, User Training, vendor master data