Professional Services Consultant
Posted 14 Oct 2026
Advertised as “Professional Services Consultant - Accounting”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 10+ yrs
- Management level
- Individual contributor
- Employment
- On-Site
- Contract
- Full-time
No salary listed for this role.
Field of studyAccounting, Business Administration, Commerce, Financial Administration, Human Resources (or related)
Study levelBachelor's
CertificationsCertified Public Accountant, CMA, CGA
FreeBalance is looking for a Professional Services Consultant 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 ERP systems, allowing the consultant to effectively design and implement solutions that improve financial 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
Main Responsibilities:
- 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 Financial system and business requirements
- Configure and demonstrate payroll 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.
Qualifications:
- Minimum University degree in Accounting, Human Resources, or a related field such as Commerce, Business Administration, Financial Administration, with strong financial management experience.