Key Responsibilities
- Understand Regal Rexnord tax requirements to ensure strong alignment between the Tax team and the application solutions/services.
- Evaluate, design, plan, configure and deliver effective solutions and configuration within Vertex and its integration with the ERPs such as SAP & Oracle
- Continuously expand knowledge of data, processes, and integration points with ERPs, as well as Vertex and industry standard best practices
- Support value realization initiatives through consistent system utilization, best practice business processes, and standardized controls across business units and geographical areas.
- Strong functional, communication and organization skills, with ability to effectively meet deadlines and milestones as well as provide timely updates.
- Lead business process and master data redesign ensuring alignment with best practices.
- Develop strong ties with the tax user community through end user training, support and knowledge sharing to keep solution aligned with the business.
- Assist team members and customers with problem solving related to software application performance and usage.
Qualifications:
Ideal candidate should have
- 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.
