The ERP Business Systems Analyst - serves as a hands-on business and technology partner responsible for supporting, implementing, and continuously improving Microsoft Dynamics 365 Business Central and the surrounding Microsoft business applications ecosystem, including Dynamics 365 CRM, Power Platform, Power BI, Microsoft Fabric, and Microsoft 365 Business Central. This role works closely with Finance, Accounting, Operations, Supply Chain, branch leadership, and IT to standardize business processes, strengthen financial controls, and enable Business Central as the common finance foundation for GL detail, financial dimensions, entity consolidation, and intercompany across CBX businesses.
The ideal candidate brings a practical blend of business analysis, Microsoft ERP functional expertise, working accounting knowledge, and strong organizational skills. This individual will translate business needs into standard Business Central processes, leverage existing CBX process maps (Order-to-Cash, Procure-to-Pay, Record-to-Report), favor out-of-the-box capabilities over customization, safeguard data and financial accuracy through deployments, and help users adopt the platform with confidence. Hands-on Business Central or Dynamics NAV experience is highly valued, particularly as part of a prior implementation or migration.
ResponsibilitiesBusiness Process Analysis & Standardization- Analyze and document current-state and future-state processes across Record-to-Report, Order-to-Cash, Procure-to-Pay, Inventory, Manufacturing, and Project/Job Accounting.
- Facilitate discovery workshops with business leaders, branch SMEs, and process owners, and translate needs into process maps, user stories, fit-gap findings, and acceptance criteria.
- Promote standard, out-of-the-box Business Central processes across businesses and branches while documenting justified business variations and their dependencies.
- Identify manual workarounds, control gaps, and automation opportunities, and build reusable process templates, SOPs, and playbooks for future deployments.
Dynamics 365 Business Central Configuration & Support- Serve as a primary functional resource for Business Central modules, including General Ledger, Dimensions, AP, AR, Cash Management, Fixed Assets, Purchasing, Sales, Inventory, Warehouse, Jobs, Manufacturing, and Intercompany.
- Maintain setup tables, posting groups, number series, approval workflows, user permission sets, and security groups in partnership with IT administrators.
- Evaluate requirements against standard Business Central capabilities and AppSource solutions before recommending extensions or custom (AL) development.
- Troubleshoot user and system issues, perform first-level root-cause analysis, and manage Microsoft partner and ISV support cases through resolution.
Microsoft Business Applications Ecosystem- Support business processes that span Business Central, Dynamics 365 Sales/CRM, Dynamics 365 Field Service, Dataverse, Microsoft 365, Teams, and SharePoint.
- Identify and document requirements for Power Automate workflows, Power Apps, and Business Central approval and notification processes that reduce manual effort.
- Partner with IT on environment management, sandbox and production environments, Microsoft release waves, update testing, and extension/app lifecycle.
- Evaluate opportunities to apply Microsoft Copilot and AI capabilities within Business Central and Microsoft 365 to improve productivity and data quality.
Financial & Accounting Process Support- Partner with Finance and Accounting to align chart of accounts, legal entities, dimensions, tax, payment terms, and posting rules with corporate standards.
- Support financial consolidation, intercompany transactions, period-end and year-end close, reconciliations, and management reporting in Business Central.
- Help ensure operational transactions from source ERPs (Comsense, Sedona, ContractERP, and others) map accurately into Business Central for consolidated financial reporting.
- Apply a working understanding of inventory valuation, job costing, and subledger-to-general-ledger posting to identify and resolve accounting-related issues.
Data Migration & Master Data Quality- Coordinate extraction, cleansing, mapping, and loading of master and open-transaction data, including customers, vendors, items, chart of accounts, balances, open AR/AP, jobs, and fixed assets.
- Use Business Central configuration packages, RapidStart, and Excel tools to support data conversion from legacy systems such as Navision, QuickBooks, and Great Plains.
- Validate converted data using record counts, balance comparisons, and sample reviews, and obtain sign-off from business and Finance data owners.
- Define and reinforce data standards, required fields, naming conventions, and duplicate prevention across Business Central, CRM, and reporting platforms.
Integration, Reporting & Controls- Document functional integration requirements and data handoffs between Business Central and D365 CRM, operational ERPs, banking, payroll (Dayforce), and the enterprise data platform.
- Partner with integration teams on Business Central APIs, OData web services, Power Automate, and Azure services, including error handling, monitoring, and reconciliation.
- Partner with Data & Analytics to deliver Power BI, Microsoft Fabric, and Business Central reporting, including financial statements, account schedules, and KPI definitions.
- Support user access reviews, segregation of duties, audit evidence, and exception reporting across critical financial, purchasing, and inventory processes.
Testing, Release & Cutover Management- Plan and coordinate conversion validation, functional testing, system integration testing (SIT), regression testing, and user acceptance testing (UAT).
- Develop test scenarios that validate complete business processes, such as quote to cash, purchase to pay, inventory to financials, and intercompany to consolidation.
- Prepare and manage cutover plans, including mock conversions, transaction freeze periods, go/no-go criteria, and go-live checklists.
- Validate Microsoft release-wave updates and extension changes, and log, prioritize, and track defects and open items through resolution.
Training, Change Management & Continuous Improvement- Create process documentation, job aids, and training materials for Business Central and related Microsoft workflows tailored to user roles.
- Coordinate and deliver end-user training, and develop super users who can support their business teams.
- Provide go-live and stabilization support, triage issues, and communicate status and resolutions to business stakeholders.
- Manage the Business Central enhancement backlog and lessons learned, and serve as a trusted advisor to Finance, Operations, and branch stakeholders.
Required Qualifications- Bachelor's degree in Information Systems, Business Administration, Accounting, Finance, Supply Chain, or a related field; equivalent relevant experience may be considered.
- 5+ years of experience as a Business Systems Analyst, ERP Business Analyst, ERP Functional Consultant, or similar role supporting ERP or accounting applications.
- Hands-on functional experience with Microsoft Dynamics 365 Business Central or Dynamics NAV (Navision).
- Working knowledge of core accounting and operational processes, including general ledger, receivables, payables, purchasing, inventory, job costing, and financial close.
- Experience supporting an ERP implementation, upgrade, migration, or multi-entity/multi-site rollout.
- Experience gathering business requirements and producing process maps, functional specifications, test cases, training materials, and standard operating procedures.
- Technical aptitude with business applications, including advanced Excel, data validation, report building, user security setup, and basic troubleshooting.
- Strong analytical, problem-solving, communication, and stakeholder-management skills, with the ability to work effectively across Finance, Operations, branches, and IT.
Preferred Qualifications- Experience with multi-company Business Central environments, including dimensions, intercompany, and financial consolidation.
- Direct participation in a Navision/NAV-to-Business Central migration or a Business Central implementation across multiple entities or branches.
- Experience with the Microsoft ecosystem, including Dynamics 365 Sales/CRM, Field Service, Dataverse, Power BI, Power Apps, Power Automate, Microsoft Fabric, and Azure.
- Familiarity with Business Central APIs, OData, configuration packages, AppSource extensions, SQL queries, and data mapping.
- Experience in construction, building materials, distribution, manufacturing, field service, or multi-site operating environments.
- Accounting or finance background, including month-end close, reconciliations, consolidation, job costing, or inventory accounting.
- Microsoft certification (e.g., MB-800 Dynamics 365 Business Central Functional Consultant), CBAP, PMP, or CAPM.
- Travel requirements 10-20% depending on project work
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear, and is frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms.
Work EnvironmentThis is a field-based, regional role. The employee is expected to travel to branch locations within the region a minimum of 25% of time monthly, and as frequently as business need allows, with total travel expected to run 25-35%. Additional travel to Corporate or other regional locations may be required for acquisitions, employee relations matters, or other business need.
Qualification RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and/or abilities required to fulfill the essential functions of the role. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.
