Business Systems Analyst

Finance Systems Configuration & Support:

Financial Module Configuration: Configure and maintain Business Central financial modules — GL posting groups, dimensions/department codes, costing methods, and financial reporting structures — to align with Finance’s operational needs.

Close-Cycle Support: Partner with Finance on month-end/quarter-end system processes (batch jobs, reconciliations, journal automation), troubleshooting and resolving issues as they arise.

Financial Reporting: Build and maintain reports, dashboards, and data extracts (Power BI, Jet Reports, or native Business Central reporting) that give Finance accurate, timely visibility into GL, AP/AR, and costing data.

System Reconciliation: Perform system-level reconciliation between Business Central financial data and integrated systems, identifying and resolving discrepancies.

Salesforce & CRM Support:

Salesforce Configuration: Configure and support Salesforce fields, workflows, page layouts, and reports relevant to finance and order-to-cash data.

Cross-System Data Integrity: Maintain data integrity between Salesforce and Business Central for finance-relevant data exchange (e.g., invoicing, order data).

Troubleshooting: Troubleshoot Salesforce configuration issues and coordinate with the Applications Administrator on system-level fixes.

ERP/CRM Security & Data Management:

Security Administration: Develop and maintain security policies, permission sets, roles, and profiles for finance-related modules across Business Central and Salesforce.

Data Migration & Integration: Manage data migration, integration, and transformation processes for finance data, coordinating with other business teams to ensure data requirements are met.

Data Integrity: Ensure data integrity and security within the finance-related portions of the business applications suite.

Systems Support & Continuous Improvement:

Technical Support: Provide technical support and troubleshooting for finance-related system issues, escalating to vendors or the IT development team as needed.

Testing & Training: Conduct user acceptance testing and end-user training for finance system changes and enhancements.

Documentation: Develop and maintain SOPs and technical documentation for finance system configurations and processes.

System Health Monitoring: Proactively monitor data quality, integration health, and reporting accuracy within finance systems, flagging issues before they affect the business.

Continuous Improvement: Stay current on Business Central, Salesforce, and Power Platform capabilities relevant to finance systems, recommending technical enhancements as the business scales.

Other duties as assigned

Root Cause Problem Solving

Be Creative with Solutions

Build open and honest relationships

Build a positive team and family spirit

Be inclusive

Look for better ways

Be humble

Urgency

Competitive pay

401k with company contribution

Medical, Dental, & Vision

Life Insurance

Voluntary Accident Insurance

Voluntary Critical Illness Insurance

Employee Assistance Program

Employee Appreciation Programs