Caterpillar, Inc

Senior Technical Business Analyst - Dynamics 365

Caterpillar, Inc • $112K — $169K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in business analysis within technical environments.
  • Strong technical knowledge of Microsoft Dynamics 365 Finance & Operations (D365 F&O).
  • Experience with backlog management using Azure DevOps or similar tools.
  • Proficient in data analysis, including SQL interpretation and reporting support.
  • Familiarity with ERP finance and operations processes such as GL, AP, AR, and supply chain.

Responsibilities

  • Coordinate with cross-functional teams to communicate design and development updates.
  • Provide technical support for customer inquiries and integration issues.
  • Develop actionable user stories and functional specifications for product backlogs.
  • Collaborate with developers to clarify requirements and identify edge cases.
  • Evaluate D365 F&O design options while considering scalability and supportability.
  • Support various stages of project delivery, including testing and issue resolution.
  • Prepare and present documentation that outlines technical decisions and business impacts.

Benefits

  • Medical, dental, and vision benefits.
  • Paid time off including vacation and holidays.
  • 401(k) savings plans with company match.
  • Flexible Spending Accounts (FSAs) and Health Savings Account (HSA).
  • Career development opportunities and tuition reimbursement.
Full Job Description

Career Area:

Technology, Digital and Data

Job Description:

The Senior Technical Business Analyst will serve as a key resource embedded within the engineering team supporting Microsoft Dynamics 365 Finance & Operations for the Cat Digital Dealer and Rental Systems organization. This role is the key bridge between the product owner and developers, bringing a strong technical background to assist with customers and field service staff regarding business needs, product design, backlog refinement, and solution delivery. The candidate will translate product direction and stakeholder requirements into clear functional and technical specifications, partner with developers to clarify design intent and delivery details, validate that solutions meet business outcomes, and help ensure D365 F&O capabilities are scalable, supportable, and aligned to product strategy.

What You Will Do:

  • Coordinates with product owners, business stakeholders, developers, architects, testers, and support teams to track and communicate design, development, testing, support, and maintenance problems and solutions.
  • Answers customer and field support questions; provides technical guidance and support for product integration and infrastructure issues.
  • Assists product owners with technical expertise regarding business needs, product goals, and process requirements translated into actionable user stories, acceptance criteria, functional specifications, technical considerations, data requirements, and delivery-ready backlog items.
  • Partner closely with developers during design and build activities to clarify requirements, explain business context, identify edge cases, analyze system impacts, and support practical solution decisions.
  • Bring technical depth to product design discussions by evaluating D365 F&O configuration options, integrations, data entities, workflows, security impacts, reporting needs, and downstream process dependencies.
  • Support backlog refinement, sprint planning, functional validation, system integration testing, user acceptance testing, defect triage, release readiness, and post-deployment issue resolution.
  • Prepare clear documentation, design notes, walkthroughs, demos, and stakeholder communications that explain business value, technical tradeoffs, decisions, risks, and recommended next steps.

What You Will Have:

Effective Communications:

  • Communicate business requirements, process impacts, system behavior, and technical considerations clearly to both technical and non-technical audiences.
  • Facilitate working sessions, requirements reviews, demos, and validation discussions with business stakeholders, product owners, developers, architects, testers, and support teams.
  • Create concise documentation, presentations, and walkthrough materials tailored to the audience and decision being supported.
  • Ask thoughtful questions, identify gaps or ambiguities, and drive alignment across business and technical teams before work moves into delivery.

Business Analysis:

  • Partner with stakeholders to define business goals, priorities, and requirements for D365 F&O implementations, enhancements, integrations, upgrades, and production support.
  • Assess current processes, identify gaps, and recommend D365 F&O improvements.
  • Translate business needs and product vision into technically actionable user stories, acceptance criteria, process flows, specifications, and delivery-ready backlog items.
  • Collaborate with development teams to validate feasibility, dependencies, and solution readiness.
  • Support solution validation, release planning, and documentation while maintaining traceability in Azure DevOps, SharePoint, and Confluence.

Software Engineering:

  • Working knowledge of D365 F&O modules, configuration, workflows, batch jobs, business events, and feature management.
  • Ability to review technical designs, data mappings, security impacts, integrations, and exception scenarios.
  • Understanding of D365 F&O data entities, Data Management Framework, OData, APIs, and integration patterns.
  • Data analysis skills, including SQL interpretation, validation, troubleshooting, reconciliation, and reporting support.
  • Understanding of D365 F&O role-based security, segregation of duties, and access impacts.
  • Experience using Azure DevOps or similar tools to manage backlogs, tests, traceability, and delivery status.
  • Ability to clarify business context, system behavior, dependencies, solution fit, and technical decisions with developers.

Considerations For Top Candidates:

  • Knowledge of finance and operations processes, such as GL, AP, AR, assets, cash, procurement, inventory, supply chain, order-to-cash, and procure-to-pay.
  • Experience supporting D365 F&O solution design, including configuration, security, workflows, data, integrations, reporting, and environments.
  • Ability to assess requirements, impacts, dependencies, and edge cases to inform practical designs.
  • Familiarity with Azure DevOps or similar tools for backlogs, traceability, defects, testing, and releases.
  • Familiarity with D365 F&O architecture and development concepts, including X++, extensions, metadata, source control, CI/CD, and deployments.
  • Exposure to integration tools and patterns, such as Azure services, REST APIs, JSON, XML, authentication, and Postman.
  • Experience with reporting and analytics tools, such as Power BI, SSRS, Electronic Reporting, dashboards, and data validation.
  • Familiarity with LCS, release and environment management, testing, issue resolution, and production support.
  • Experience with Power Platform, Dataverse, Dual-write, or D365 F&O 6CE integrations is a plus.
  • Analytical, problem-solving, documentation, facilitation, and cross-functional collaboration skills.
  • Ability to analyze and validate data, including basic SQL and reporting support.
  • Experience contributing to full-cycle D365 F&O implementations in an architecture, solution, or similar role.
  • Experience with finance transformation, ERP strategy, operating models, or systems roadmaps.
  • Experience supporting users, strengthening support practices, coordinating partners, or training cross-functional teams.
  • Experience adapting ERP platforms for legal entities, acquisitions, restructuring, or similar change; broader platform exposure is a plus.
  • Relevant Microsoft Dynamics 365 certification is preferred but not required.

Summary Pay Range:

$112,710.00 - $169,060.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location,job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

  • Medical, dental, and vision benefits*

  • Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

  • 401(k) savings plans*

  • Health Savings Account (HSA)*

  • Flexible Spending Accounts (FSAs)*

  • Health Lifestyle Programs*

  • Employee Assistance Program*

  • Voluntary Benefits and Employee Discounts*

  • Career Development*

  • Incentive bonus*

  • Disability benefits

  • Life Insurance

  • Parental leave

  • Adoption benefits

  • Tuition Reimbursement

* These benefits also apply to part-time employees

Visa Sponsorship is not available for this position.

Posting Dates:

September 28, 2026 - October 11, 2026

About Caterpillar, Inc

Progress Rail Services Corporation, a Caterpillar company, is one of the largest integrated and diversified suppliers of railroad and transit system products and services worldwide. Since its acquisition by Caterpillar Inc. in 2006, Progress Rail has used the Caterpillar international footprint to gain quick and widespread notice and approval across the globe. Product technology, reliability and durability, along with legendary aftermarket parts and service support, have been their keys to success. Caterpillar is the world's leading manufacturer of construction and mining equipment, diesel and natural gas engines and industrial gas turbines. The technology and world reach of Caterpillar, combined with the service standard and historical reliability of Progress Rail, ensures their products and services make a growing impact on the world rail industry. With their acquisition of Electro-Motive Diesel (EMD), Progress Rail is the world's largest builder of diesel-electric locomotives for all commercial railroad applications including freight, intercity passenger, commuter, switching, industrial and mining. EMD is also a global provider of diesel power engines for marine propulsion, offshore and land based oil well drilling rigs and stationary power generation. Electro-Motive is the only diesel engine manufacturer of its size to have produced more than 70,000 engines. This success stems from product reliability, serviceability, load acceptance capability, low operating costs and ease of maintenance with standardized components.

Caterpillar, Inc. Careers

Join the robust team at Caterpillar, Inc., a global leader in construction and mining equipment, where innovation drives everything we do. As part of our team, you'll engage in work that improves the world and furthers your career with every project you touch.

Work You’ll Do

At Caterpillar, Inc., you will have the opportunity to contribute to a variety of groundbreaking projects that extend across the globe. Our commitment to leadership in the industry is unwavering, and we achieve it through a culture that fosters diversity and leadership development.

Explore Job Opportunities and Growth

Caterpillar offers a wide range of job opportunities and career paths, providing a platform for professional growth and development. Whether you're interested in engineering, sales, marketing, or management, Caterpillar has a position that will utilize your unique skills and talents. We are continuously hiring innovative minds to propel our mission forward and maintain our status as industry leaders.

Internship Programs

Kickstart your career with a Caterpillar internship. Our internships provide invaluable workplace experience and networking opportunities that often lead to full-time employment at our company. As an intern, you will work alongside experienced professionals and gain insights that will benefit you as you advance in your career.

Benefits and Culture

Choosing a career at Caterpillar means more than just having a job. It means you're part of a team that values diversity and is committed to creating an inclusive environment. We offer competitive benefits to ensure the health and well-being of our employees and their families. These benefits include health insurance, retirement plans, and paid time off, alongside unique perks like professional development and diversity training programs.

Innovation and Leadership

Drive innovation and industry leadership as part of the Caterpillar team. We empower our employees to lead from their first day on the job, encouraging continuous improvement and career advancement. At Caterpillar, your ideas will shape the future of our business and the industries we serve.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players. Ready to start your journey at Caterpillar, Inc.? Explore our career portal for the latest job opportunities.

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Prepare for Your Interview

Make a great first impression. Prepare for your interview at Caterpillar by reviewing common questions and practicing your responses. Tailor your resume to highlight the experiences and skills that make you the ideal candidate for the position you are applying for. At Caterpillar, Inc., every role offers the chance to make an impact. Come be a part of our team and drive the future of our global industries. Your career at Caterpillar is not just about what you'll accomplish, but how you'll grow and the innovation you'll lead. Join us and build a career that matters.
Learn more about Caterpillar, Inc
Size
107,700 employees
Market Cap
$125.3 billion
Industry
Net Income
$2.9 billion
Founded
1925
5 Year Trend
+5.8%
Revenue
$41.7 billion
NASDAQ

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