--- title: 'Professional Services Consultant - Accounting at FreeBalance' canonical: 'https://feeny.ai/job/professional-services-consultant-accounting-freebalance-san-jose-vt8d3qc0btqp' type: 'job' last_seen: '2026-10-15' --- # Professional Services Consultant - Accounting at FreeBalance - **Company:** FreeBalance - **Location:** San Jose, CA - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-10-14 - **Last confirmed live:** 2026-10-15 - **Apply:** https://jobs.lever.co/freebalance.com/83955821-0837-4996-8931-190203661006 ## Job description 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. - A professional financial/accounting designation, such as: CPA,CMA and CGA and work experience with a large national accounting firm or ERP firm is an asset. - Strong understanding of public-sector financial management - Strong analytical, communication, and stakeholder management skills - 10 years of Information Systems Experience. - 5 years of experience in ERP software implementation, ideally related to financial management systems. - Solid understanding of public sector financial management policies, processes, and procedures. - Experience with various ERP systems and modules. - Demonstrated experience in implementing and deploying software applications, gathering and documenting requirements, particularly for the development and implementation of software applications. - The ability to translate HR business needs into system requirements and design solutions that meet those needs. - Previous experience in software configuration of a comprehensive solution for Financial Management or Enterprise Resource Planning. - Ability to identify and address challenges during the implementation process and to analyze data to improve HR processes. - Demonstrated experience working with customers, resulting in a positive and ongoing relationship. - Maintaining a professional demeanor with the customer and colleagues. - Strong analytical skills with multi-tasking ability. - Excellent interpersonal and communication (verbal and written) skills in Spanish and English. We thank all applicants for their interest; however, only those selected for an interview will be contacted. FreeBalance is an inclusive employer dedicated to building a diverse workforce to increase the representation of the designated groups based on each country’s legislation. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective labour law throughout all stages of the recruitment process. ## About FreeBalance ## Company Overview - **One-liner**: FreeBalance provides AI-powered public financial management (PFM) and Government Resource Planning (GRP) software exclusively for governments worldwide. - **Entity Type**: Private (last known funding: Series B in 2002) - **Headquarters**: Ottawa, Ontario, Canada - **Founded**: 1984 - **Founders**: Not publicly available ## Core Business - Primary industries: Public Financial Management (PFM), Government Resource Planning (GRP), digital government transformation - Target customers: National, state, and local governments – B2G (business-to-government), including fragile/post‑conflict states and advanced economies - Mission: Improve citizen wellbeing by helping governments align resources with priorities, build trust, and deliver results through transparent, accountable, and AI‑enabled financial systems ## Products & Services - **FreeBalance Accountability Suite™** – A modular, scalable GRP platform that covers budgeting, commitment accounting, expenditure management, treasury management, procurement, payroll, civil service management, and fiscal transparency portals. Designed exclusively for government needs. ## Market Standing - **Valuation/Market Cap**: Not disclosed - **Key Metric – Annual Revenue**: ~$19.2 M (latest estimated) | **Total Funding**: $5.6 M (one known Series B round in 2002) - **Notable Investors/Partners**: Not explicitly named; partners include governments in 30+ countries (e.g., South Sudan, Kosovo, Timor‑Leste); signatory of the UN Global Compact - **Growth Signals**: - Headcount grew 20% YoY to ~158 employees (as of latest data) - Platform manages over $425 B in government budgets across 30 countries - Customers achieved average 24.5% improvement in PFM performance (PEFA assessments) - Software costs 225% less than Tier 1 ERP providers over five‑year TCO ## Competitive Advantages - **Exclusive government focus**: Only PFM/GRP solution designed from the ground up for the public sector, with commitment accounting, budget controls, and fiscal transparency built in - **Proven reform track record**: 40‑year history with higher implementation success rates and measurable PEFA improvements - **AI‑native and ethical**: Embedded intelligence with responsible AI frameworks, sovereign data control, and inclusive innovation - **Cost leadership**: Significantly lower total cost of ownership vs. Tier 1 ERP alternatives ## Strategic Focus - Expanding AI‑native capabilities to help governments move from legacy systems to real‑time, data‑driven decision‑making - Deepening PFM reform partnerships in fragile and emerging economies while serving advanced democracies (U.S., Canada) - Strengthening ethical governance and transparency safeguards as a differentiator - Building open ecosystems for sovereign data control and inclusive citizen services ## Why Work Here - **Work that Matters**: Directly contribute to improving governance, reducing corruption, and enhancing citizen wellbeing in countries around the world - **Diverse & Global Team**: 45 nationalities, operations in 25+ countries – emphasis on building local talent - **Continuous Learning**: Exposure to global experts and high‑impact government projects - **Career Variety**: Roles in accounting, finance, IT, software development, consulting, and support - **Remote/Hybrid/Office**: Not explicitly stated, but global distributed team suggests flexibility; corporate head office in Ottawa, Canada ## Sources 1. [freebalance.com – About Us](https://www.freebalance.com/en/about/) 2. [freebalance.com – Careers](https://www.freebalance.com/en/careers/) 3. [linkedin.com – FreeBalance Company Page](https://linkedin.com/company/freebalance) 4. [freebalance.com – Company Overview Brochure PDF](https://www.freebalance.com/wp-content/uploads/2024/01/Company-overview-brochure-Feb-2026-DIGITAL-USE.pdf) 5. [jobs.lever.co – FreeBalance Openings](https://jobs.lever.co/freebalance.com) ## Other roles at FreeBalance - [Professional Services Consultant - Treasury](https://feeny.ai/job/professional-services-consultant-treasury-freebalance-san-jose-ye3v1dffpb8p) — San Jose, CA - [Professional Services Consultant - HR/Payroll](https://feeny.ai/job/professional-services-consultant-hr-payroll-freebalance-san-jose-d53s2b8kbnse) — San Jose, CA - [Product Marketing Manager](https://feeny.ai/job/product-marketing-manager-freebalance-krakow-cxb7tx440p9t) — Krakow, Poland - [Vice President, Global Sales Middle East & Africa](https://feeny.ai/job/vice-president-global-sales-middle-east-africa-freebalance-beirut-y7xpgaj3t5z1) — Beirut, Lebanon - [Functional Support Specialist - Tarawa, Kiribati](https://feeny.ai/job/functional-support-specialist-tarawa-kiribati-freebalance-tarawa-2smpdeh67422) — Tarawa, Kiribati - [Functional Support Specialist - HR/Payroll](https://feeny.ai/job/functional-support-specialist-hr-payroll-freebalance-victoria-6rk90pwab16z) — Victoria, Seychelles - [Technical Services Consultant- Data Migration](https://feeny.ai/job/technical-services-consultant-data-migration-freebalance-san-jose-d6fx72ppk771) — San Jose, CA - [DevOps Engineer](https://feeny.ai/job/devops-engineer-freebalance-krakow-bscqjtw6pn3z) — Krakow, Poland - [Director, Technical Services EMEA](https://feeny.ai/job/director-technical-services-emea-freebalance-dubai-2nmttmrey3jz) — Dubai, United Arab Emirates - [Senior Front-End Developer](https://feeny.ai/job/senior-front-end-developer-freebalance-managua-emr9r2pq0zax) — Managua, Nicaragua