Financial Information Systems Manager

Position Description

Date Issued:

June 2026

Department:

Finance & Accounting

Reports to:

Program Manager

Location:

Van Nuys, CA

Position Purpose:

Capstone Energy is seeking a Financial Information Systems Manager to serve as the technical execution lead for the company’s Epicor ERP implementation. Working directly with the Program Manager, this role owns the hands-on work of the implementation: auditing how Capstone’s financial data flows today, mapping current processes and system architecture to Epicor’s data model, driving configuration across Finance and Operations modules, and ensuring the system is accurate, integrated, and audit-ready at go-live. While the Program Manager holds program-level accountability, the Financial Information Systems Manager is the subject matter expert in the room, the person who understands both the financial processes and the system deeply enough to make the implementation work. This position requires a combination of financial accounting knowledge, ERP implementation experience, data mapping expertise, and the ability to work effectively across Finance, Operations, Supply Chain, and IT to drive alignment on requirements and configuration decisions.

DESTINATION STATEMENT Who we strive to be:

Who We Strive to Be: We will be the first choice when energy matters. Our bespoke solutions solve the energy trilemma of resiliency, sustainability, and affordability. We push boundaries, challenge norms, and drive change. We’re committed to making the impossible possible in the energy sector.

Safety: Our commitment to safety and security is uncompromised. At the end of each day, we are only successful when all associates can return home to their families in good wellness. Safety and security is at the heart of our advanced engineering that allows us to design, build and operate our units to do no harm.

Technology: We dare to innovate and are not afraid to fail. Our unique, stable inverter-based technology is at the forefront of the industry creating a seamless integration with our customers’ energy systems. We are a high precision power technology company.

Our Team: An intense zeal for excellence drives us. We are a collaborative team focused on building trust and engaging in healthy conflict to solve difficult problems quickly. Our sense of urgency ensures we meet both our own high standards and the evolving needs of our customers.

Key Responsibilities

Current State Discovery & Data Mapping

• Conduct a comprehensive audit of Capstone’s current financial data inputs, sources, and flows, across GL, AP, AR, cost accounting, inventory, and operational reporting, to establish a clear current-state baseline.
• Identify how existing data is captured, stored, transformed, and consumed across Finance, Operations, and Supply Chain; document dependencies, redundancies, and gaps.
• Map current system architecture, data structures, and business processes to Epicor’s data model, identifying configuration requirements, integration points, and transformation logic needed to align.
• Work with departmental leads to validate that mapped processes accurately reflect how the business actually runs, not just how it was originally configured.
• Present current-state findings and mapping decisions to the Program Manager for review, escalation, and executive alignment as needed.
  
  
  

Epicor Implementation Execution

• Own the day-to-day technical execution of the Epicor implementation, working within the program plan maintained by the Program Manager and delivering on committed milestones and phase gate requirements.
• Drive each phase of Epicor’s Signature Methodology, Plan, Design, Validate, Deploy, at the working level; prepare deliverables for milestone sign-offs and phase gate reviews.
• Maintain a detailed project workplan for the FIS workstream; provide accurate, timely status updates to the Program Manager to feed the master program plan.
• Flag risks, issues, and scope changes to the Program Manager promptly, with context and a recommended path forward, before they impact the broader program timeline.
• Lead data migration planning and execution: extraction, transformation, validation, and reconciliation; own the integrity of migrated data at cutover.
  
  
  

System Configuration & Integration

• Oversee and participate directly in Epicor configuration across Finance modules (GL, AP, AR, Fixed Assets, Cash Management) and operational modules relevant to manufacturing and supply chain.
• Define integration requirements between Epicor and ancillary systems; coordinate with IT and vendors on API, data feed, and reporting integrations.
• Ensure chart of accounts, cost centers, reporting hierarchies, and financial dimensions are configured to support Capstone’s reporting and compliance requirements.
• Validate that system outputs, financial statements, management reports, and operational dashboards, are accurate, reconcilable, and audit-ready before go-live.
  
  
  

Cross-Functional Collaboration & Stakeholder Engagement

• Serve as the day-to-day technical liaison between Finance, Accounting, Operations, Supply Chain, IT, and Epicor implementation consultants, driving working-level alignment on requirements and configuration decisions.
• Lead functional working sessions and design reviews with departmental leads to validate business process design and system configuration decisions.
• Escalate cross-functional disagreements or unresolved dependencies to the Program Manager for facilitation and resolution.
• Develop and deliver end-user training programs; ensure all impacted staff are prepared and confident before cutover.
  
  
  

Change Management & User Adoption

• Own the organizational change management plan for the Epicor implementation: stakeholder impact assessment, communications strategy, and resistance-risk mitigation, particularly among long-tenured staff accustomed to the legacy system.
• Identify and engage change champions across Finance, Operations, and Supply Chain to build ownership and readiness ahead of go-live..
• Design and deliver a full training curriculum, beyond system mechanics, tailored to each user group's role in the new process; confirm readiness through structured assessment, not assumption.
• Track adoption and change-readiness as a formal workstream with its own milestones and metrics, reporting status to the Program Manager alongside configuration and progress
• Escalate resistance, capacity gaps, or readiness risks to the Program Manager early, with a recommended path forward, before they threaten go-live
  
  
  

Post Go-Live Ownership & Continuous Improvement

• Serve as Capstone’s internal Epicor subject matter expert following go-live; own system health, user support escalations, and continuous improvement in coordination with the Program Manager.
• Identify opportunities to more fully leverage Epicor capabilities, automation, advanced reporting, workflow, dashboards, to reduce manual effort and improve financial visibility.
• Manage system upgrades, patch evaluations, and the ongoing vendor relationship with Epicor.
  
  
  

Qualifications

Education & Experience

• Strong foundational knowledge of financial accounting principles and information systems, gained through formal education, professional certification, or equivalent hands-on experience. CPA, CMA, or relevant technical certifications a plus.
• 5 years of experience in ERP implementation, financial systems management, or a closely related role, with meaningful hands-on involvement in at least one full-cycle implementation.
• Direct experience with Epicor ERP (E10, Kinetic, or prior versions) strongly preferred; comparable experience with NetSuite, SAP, Oracle, or similar manufacturing ERP considered.
• Background in manufacturing, distribution, or industrial operations, with understanding of how finance and operations data intersect in an ERP.
  
  
  

Skills & Abilities — Required

• Strong command of core financial processes: general ledger, accounts payable, accounts receivable, cost accounting, fixed assets, and financial close.
• Demonstrated ability to analyze current-state data flows, document system architecture, and map business processes to a new ERP platform.
• Ability to translate between business requirements and system configuration, comfortable working with both Finance leaders and technical implementation teams.
• Disciplined project execution skills: workplan management, milestone tracking, issue logging, and status reporting within a larger program structure.
• Clear communicator, able to run working sessions, document decisions, and keep the Program Manager accurately informed without requiring follow-up.
• High attention to detail and data integrity; understands the downstream impact of configuration and migration decisions.
  
  
  

Skills & Abilities — Preferred

• Hands-on experience with Epicor’s Signature Methodology (Prepare, Plan, Design, Validate, Deploy).
• Familiarity with Epicor technical components: Business Process Management (BPM), Business Activity Queries (BAQ), REST API integrations, and SSRS/Crystal Reports.
• Experience managing data migration: extraction, transformation, validation, and reconciliation in an ERP cutover context.
• Epicor certifications (Signature Methodology, Kinetic Tools Management, or functional module certifications).
• PMP, CAPM, or equivalent project management certification.
  
  
  

What Success Looks Like

• Capstone’s current financial data landscape is fully documented and mapped to the Epicor data model before configuration begins, no surprises discovered mid-implementation.
• The Program Manager always has accurate, complete workstream status, milestone progress, risks, open issues, and upcoming decisions, without having to ask for it.
• Epicor is configured correctly the first time: financials reconcile, reports are accurate, and the close process runs cleanly in the first month on the new system.
• Go-live occurs with clean, validated data and zero material integrity issues; Finance and Accounting teams are trained and self-sufficient within 60 days.
• Cross-functional working sessions are well-run, decisions are documented, and no workstream is blocked or waiting on the FIS Manager.
• Post go-live, Epicor is actively maintained and improved, becoming a system Finance and Operations trust and rely on, not just a completed project.
  
  
  

WORK ENVIRONMENT

• On-site at Capstone’s Van Nuys, CA headquarters; consistent in-office presence required, particularly during active implementation phases.
• Collaborative, cross-functional environment with regular engagement with Finance, Accounting, Operations, Supply Chain, IT, and the Program Manager.
• Extended periods of computer-based work including system configuration, data analysis, documentation, and reporting.
• Change readiness and adoption are tracked and visible throughout the program, not discovered at cutover, staff resistance and readiness gaps are identified early and addressed before go-live
• Willingness to work beyond standard hours during critical milestones, go-live preparation, and cutover windows.
  
  
  

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

On-Site. On-Demand. Always On.