ERP Business Systems Analyst

CBX Solutions Recruiting Team; Winston-Salem (NC); On-site; USD 85,000 - 115,000; Full time

Job summary

CBX Solutions Recruiting Team seeks a Sedona ERP Business Systems Analyst to lead branch upgrade planning and cross-functional coordination. You will partner with branch leadership, Operations, Finance, and IT to ensure successful conversion, testing, training, and stabilization of Sedona across client management, job management, service, inventory, purchasing, and accounting modules.

The ideal candidate combines business analysis, project management, and practical Sedona experience, with strong

Qualifications

• 3+ years as a Business Systems Analyst, ERP Analyst, or related role.
• Experience supporting ERP upgrades, migrations, or multi-site rollouts.
• Ability to translate branch needs into Sedona processes and SOPs.
• Hands-on Sedona experience is highly valued, especially upgrades or implementations.
• Experience with data mapping, data quality, and cutover activities.

Responsibilities

• Coordinate upgrade planning from discovery through cutover and stabilization.
• Build branch-level project plans, timelines, and risk/issue logs.
• Lead status meetings and report progress to branch leaders and IT.
• Refine a repeatable upgrade playbook with checklists and templates.
• Document current-state processes, translate into Sedona requirements, and SOPs.
• Assist with data migration, mapping, validation, and sign-off.
• Coordinate training, go-live support, and post-go-live enhancements.

Skills

Business analysis

Project management

Stakeholder management

Analytical thinking

Communication

Organizational skills

Accounting knowledge

Education

Bachelor's degree in Information Systems, Business Administration, Accounting, Finance, or related field

Tools

SedonaOffice

SedonaERP

SQL

Excel

Job description

The Sedona ERP Business Systems Analyst serves as a hands-on business and technology partner responsible for planning, coordinating, and supporting the upgrade of branch environments to Sedona ERP (SedonaOffice). This role works closely with branch leadership, Operations, Service, Finance, Accounting, and IT to ensure each branch is prepared, converted, tested, trained, and stabilized on Sedona across client management, job management, service and inspections, inventory, purchasing, billing, accounts receivable, accounts payable, and general ledger processes.

The ideal candidate brings a practical blend of business analysis, light technical aptitude, working accounting knowledge, and strong organizational and project management skills. This individual will translate branch needs into standard Sedona processes, keep upgrade plans and deliverables on track, safeguard data and financial accuracy through cutover, and help users adopt the new system with confidence. Hands-on Sedona experience is highly valued, particularly as part of a prior Sedona implementation or upgrade.

Responsibilities

Branch Upgrade Planning & Project Coordination

• Coordinate the upgrade of branch environments to Sedona ERP from discovery and readiness assessment through cutover, stabilization, and handoff to ongoing support.
• Build and maintain branch-level project plans, timelines, task assignments, and risk, issue, action, and decision logs across multiple concurrent branch upgrades.
• Schedule and facilitate working sessions and status meetings, and provide clear, timely progress reporting to branch leaders, project sponsors, and IT management.
• Coordinate activities and dependencies among branch staff, Finance, Operations, IT, and the software vendor to keep each upgrade on scope and on schedule.
• Develop and refine a repeatable upgrade playbook, including checklists, templates, and lessons learned, so each successive branch upgrade is faster and more consistent.

Business Process Analysis & Branch Readiness

• Document each branch's current-state processes, systems, reports, and workarounds across sales, jobs, service, inventory, purchasing, billing, and accounting.
• Facilitate discovery sessions and translate branch needs into requirements, process maps, fit-gap findings, and standard operating procedures aligned to Sedona.
• Promote standardized Sedona processes across branches while documenting justified business variations and their dependencies.
• Assess branch readiness for upgrade, including data condition, staffing, user access, equipment, and open transactions, and track remediation items to closure.

Sedona ERP Configuration & Application Support

• Support setup and configuration of Sedona modules, including Client Management, Accounts Receivable, Accounts Payable, General Ledger, Inventory, Job Management, and Service.
• Maintain setup tables, branch and warehouse structures, user access and security groups, and related configuration in partnership with IT administrators.
• Coordinate with IT and the software vendor on environment setup, version updates, cloud or on-premises hosting, mobile tools, and add-on modules.
• Troubleshoot user and system issues, perform first-level root-cause analysis, and manage vendor support cases through resolution.

Financial & Accounting Process Support

• Partner with Finance and Accounting to align chart of accounts, branch and department structures, tax, payment terms, and posting rules with corporate standards.
• Support receivables, payables, recurring billing, job costing, inventory valuation, and period-end close processes within Sedona.
• Assist with cutover balances and reconciliations, including open receivables and payables, inventory, open jobs, deferred revenue, and subledger-to-general-ledger tie-outs.
• Apply a working understanding of how operational transactions post to the general ledger to help identify and resolve accounting-related issues.

Data Migration & Master Data Quality

• Coordinate the extraction, cleansing, mapping, and loading of branch data, including customers, sites, vendors, parts, open transactions, recurring billing, jobs, and service history.
• Maintain data mapping documents, conversion checklists, and cross-reference tables for each branch upgrade.
• Validate converted data using record counts, balance comparisons, and sample reviews, and obtain sign-off from branch and Finance data owners.
• Define and reinforce data standards, required fields, naming conventions, and duplicate prevention so data stays consistent across branches.

Integration, Reporting & Controls

• Document functional requirements and data handoffs between Sedona and connected systems such as CRM, payment processing, banking and lockbox, payroll, and corporate reporting.
• Use Sedona Report Manager, Query Builder, dashboards, Excel, and basic SQL queries to validate data and meet branch and corporate reporting needs.
• Partner with Data & Analytics to ensure branch data in Sedona supports consolidated financial and operational reporting.
• Support user access reviews, segregation of duties, audit evidence, and exception reporting across critical billing, purchasing, and accounting processes.

Testing & Cutover Management

• Plan and coordinate conversion validation, functional testing, integration testing, and user acceptance testing for each branch upgrade.
• Develop test scenarios that validate complete business processes, such as job to invoice to cash, service ticket to invoice, purchase to pay, and recurring billing cycles.
• Prepare and manage cutover plans, including mock conversions, transaction freeze periods, go/no-go criteria, and go-live checklists.
• Log, prioritize, and track defects and open items through resolution, and confirm fixes with branch users.

Training, Change Management & Post-Go-Live Support

• Create process documentation, job aids, and training materials for Sedona workflows tailored to branch roles.
• Coordinate and deliver end-user training, and prepare branch leaders and super users to support their teams.
• Provide on-site or remote go-live and stabilization support, triage issues, and communicate status and resolutions to branch stakeholders.
• Manage post-go-live enhancement requests and lessons learned, and serve as a trusted advisor to branch and functional stakeholders.

Required Qualifications

• Bachelor's degree in Information Systems, Business Administration, Accounting, Finance, or a related field; equivalent relevant experience may be considered.
• 3+ years of experience in a Business Systems Analyst, ERP Analyst, Implementation Specialist, Accounting Systems, or Project Coordinator role supporting ERP or accounting applications.
• Working knowledge of core accounting and operational processes, including receivables, payables, general ledger, billing, inventory, purchasing, and job or service management.
• Experience supporting an ERP or business system implementation, upgrade, migration, or multi-site rollout.
• Experience gathering business requirements and producing process maps, test cases, training materials, and standard operating procedures.
• Demonstrated organizational and project management skills, including managing plans, timelines, and deliverables across multiple concurrent workstreams.
• 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 branch, Operations, Finance, and IT teams.

Preferred Qualifications

• Hands-on experience with Sedona ERP (SedonaOffice), including modules such as Client Management, Job Management, Service, Inventory, Accounts Receivable, Accounts Payable, and General Ledger.
• Direct participation in a Sedona implementation, data conversion, or version upgrade, ideally across multiple branches or companies.
• Experience in the security, fire and life safety, low-voltage, or systems integration industry, or in construction, distribution, field service, or multi-site operating environments.
• Experience with Sedona reporting and add-on tools, such as Report Manager, Query Builder, Sedona-X Mobile, or SedonaOffice Cloud Services.
• Familiarity with SQL queries, data mapping, data conversion tools, and integrations between ERP, CRM, and reporting platforms such as Microsoft Dynamics 365 and Power BI.
• Accounting or finance background, including month-end close, reconciliations, job costing, or recurring revenue billing.
• Relevant project management, business analysis, accounting, or ERP certification, such as PMP, CAPM, or CBAP.

Physical Demands

The 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 role, the employee is regularly required to talk, hear, and see. The employee is frequently required to stand, walk, use hands to handle or feel objects, and reach with hands and arms. This role requires frequent lifting of items weighing 5–25 pounds and occasional lifting of up to 50 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

Work Environment

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. This position operates in both a professional office setting and a warehouse environment. The role routinely uses standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. Occasional travel to project sites may be required. Warehouse conditions include proximity to forklifts and other heavy machinery and the use of various tools and hardware. Employees may be subject to frequent heavy lifting and exposure to variable weather conditions, including extreme heat and cold. Reasonable accommodation 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.

Qualification Requirements

To 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.