Finance Business Analyst

PowerGrid Services; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

PowerGrid Services seeks a Finance Business Analyst to translate financial processes into enterprise application solutions, supporting Microsoft Dynamics, OneStream, and related integrations from discovery to adoption.

The role requires expertise in advanced Excel, data transformation, and presenting clear analytical findings to Finance stakeholders. You will collaborate with Accounting, FP&A, Treasury, and IT to improve controls, data quality, and reporting reliability.

Qualifications

• Bachelor's degree in finance, accounting, business, information systems, or related field; 5+ years in finance systems or ERP projects.
• Strong knowledge of core accounting processes, financial controls, data reconciliation, and ERP implementation practices.
• Ability to translate business needs into clear requirements and user stories.

Responsibilities

• Serve as the primary Finance BA partnering with Accounting, FP&A, Treasury, Payroll, Operations, and technology teams.
• Analyze current and future state processes across record-to-report, procure-to-pay, order-to-cash, budgeting, forecasting, and consolidation.
• Translate business needs into requirements, data definitions, user stories, acceptance criteria, and change decisions.
• Support solution design across Microsoft Dynamics, OneStream, and finance-related integrations with standard platform capabilities.
• Maintain requirements traceability through configuration, testing, training, release, and stabilization.
• Plan and coordinate UAT, reconciliation, regression testing, defect reviews, and sign-off for releases.
• Use advanced Excel to transform data, build models, evaluate scenarios, and present findings to stakeholders.
• Coordinate resolution of issues across Finance and connected systems with ERP, ITSM, and vendors.

Skills

Finance controls

Requirements definition

Advanced Excel

UAT coordination

Data analysis

Stakeholder facilitation

Documentation & change

Clear communication

Education

Bachelor's degree in finance, accounting, business, information systems

Tools

Microsoft Dynamics

OneStream

Power BI

QuickBooks/Sage (exposure)

ServiceNow (ITSM)

Job description

The Finance Business Analyst serves as the primary functional applications partner for Finance, translating financial processes, business requirements, and data needs into effective enterprise application solutions. The role supports Microsoft Dynamics, OneStream, related finance integrations, and reporting processes from discovery through testing, release, and adoption. This position is expected to understand end-to-end finance processes, work independently with Finance stakeholders, use advanced Excel to analyze and transform data, and help ensure application changes improve financial controls, process efficiency, data quality, and reporting reliability.

Responsibilities

• Serve as the primary Business Analyst for Finance application processes and initiatives, partnering with Accounting, FP&A, Treasury, Payroll, Operations, and technology teams to understand priorities and business outcomes.
• Analyze current-state and future-state processes for record-to-report, procure-to-pay, order-to-cash, project accounting, budgeting, forecasting, consolidation, close, and management reporting as applicable to the organization.
• Translate business needs into clear requirements, process flows, business rules, data definitions, user stories, acceptance criteria, control requirements, and implementation decisions.
• Perform functional analysis and support solution design across Microsoft Dynamics, OneStream Consolidation, finance-related integrations, and connected enterprise applications while promoting practical use of standard platform capabilities.
• Maintain requirements traceability and ensure approved business needs are carried through configuration, testing, training, release, and post-production stabilization.
• Plan and coordinate user acceptance testing, financial reconciliation, regression testing, defect review, business validation, and sign-off for application changes and implementation releases.
• Use advanced Microsoft Excel to transform and reconcile data, build dynamic financial and operational models, evaluate scenarios, identify exceptions, validate system results, and present findings clearly to business stakeholders.
• Analyze process, data, and application issues across Finance and connected systems; coordinate resolution with ERP, Integration, Application Support, vendors, and other technology resources as appropriate.
• Maintain and prioritize the Finance application backlog using business value, controls, risk, dependencies, effort, and readiness; communicate recommendations and tradeoffs when priorities conflict.
• Create and maintain process documentation, business procedures, training materials, release communications, testing evidence, and change-impact information that support adoption and reduce dependence on undocumented knowledge.

Qualifications

Bachelor's degree in finance, accounting, business, information systems, or a related field, or an equivalent combination of education and relevant professional experience. Minimum of 5 years of progressive experience in finance systems, enterprise business analysis, ERP implementation, financial transformation, accounting operations, or related consulting. Strong working knowledge of core accounting and finance processes, financial controls, data reconciliation, requirements analysis, and enterprise system implementation practices is required.

Required Skills

• Finance process and controls knowledge
• Business analysis and requirements definition
• Advanced Excel data transformation and modeling
• UAT, reconciliation, and release coordination
• Data analysis and business-rule definition
• Cross-functional facilitation and prioritization
• Process documentation and change support
• Clear stakeholder communication

Preferred Skills

• Strong functional experience with Microsoft Dynamics in a finance or ERP environment
• Meaningful exposure to OneStream Consolidation or a comparable consolidation platform
• Advanced Microsoft Excel skills with emphasis on data transformation, dynamic modeling, scenario analysis, reconciliation, and clear presentation of business and financial information
• QuickBooks, Sage, Power BI exposure is a nice-to-have rather than a core requirement
• Familiarity with payroll/HCM platforms such as UKG and ADP
• Experience using an enterprise ticketing or ITSM system such as ServiceNow for requests, defects, changes, and implementation support are beneficial

Expected Excel capabilities include advanced formulas and lookup logic, PivotTables/PivotCharts, dynamic arrays, Power Query or comparable transformation techniques, and development of structured models that can be updated and explained to stakeholders.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.