Lead Business Analyst, EFS

The Friedkin Group; Town of Texas, Houston (WI, TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Lead Business Analyst to support and optimize their ERP systems, specifically Microsoft Dynamics 365 Finance & Operations. This role is crucial for analyzing business processes, troubleshooting issues, and enhancing system functionalities. You will work closely with finance and IT teams to ensure smooth operations and effective reporting solutions. If you have a strong background in financial modules and reporting tools, along with excellent communication skills, this is a fantastic opportunity to advance your career in a supportive environment that values innovation and personal development.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Wellness Programs

Retirement Plans

Generous Paid Leave

Qualifications

• 8+ years of experience with Microsoft Dynamics 365 F&O or AX 2012.
• Strong knowledge of financial modules and reporting tools.

Responsibilities

• Analyze business processes and support ERP system enhancements.
• Collaborate with teams to gather requirements and improve processes.

Skills

Microsoft Dynamics 365 F&O

Dynamics AX 2012

Financial Reporting (SSRS, Power BI)

SQL Queries

Data Management

Analytical Skills

Problem-Solving

Communication Skills

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Bachelor’s degree in Information Systems

Tools

Microsoft Dynamics 365

SSRS

Power BI

Management Reporter

Job description

Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Why Join Us

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

A Day In The Life
The Lead Business Analyst plays a key role in supporting and optimizing Microsoft Dynamics 365 Finance & Operations (D365 F&O) and Dynamics AX 2012 for financial and accounting functions within TFG. This role involves analyzing business processes, identifying system enhancements, supporting integrations, and troubleshooting ERP-related issues. The Lead Business Analyst will work closely with business users, IT teams, and third-party vendors to ensure smooth operations, system improvements, and effective reporting solutions. A strong understanding of financial modules, data management, reporting tools (SSRS, Power BI, Financial Reporter), and integrations is essential. Additionally, this is a key role for the Dynamics 365 F&O upgrade project, configuring and setting up the system, supporting testing, data migration, and training efforts to ensure a successful transition from Dynamics AX 2012.

As a Lead Business Analyst, EFS you will:

• ERP System Analysis & Support
• Serve as a subject matter expert (SME) for Dynamics 365 F&O and Dynamics AX 2012, supporting finance, accounting departments, and shared services teams.
• Analyze, troubleshoot, and resolve system issues, escalating complex cases as needed.
• Work closely with business users to gather requirements, configure system settings, and recommend process improvements.
• Maintain system documentation, configurations, and user guides to support ERP operations.
• Financial Modules & Reporting
• Provide expertise in General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, Organization Management, Treasury Automation Suite (ISV solution), Procurement & Sourcing, and Cash & Bank Management modules.
• Support SSRS, Financial Reporter (Management Reporter), and Power BI reporting for financial and operational data insights.
• Assist in financial period closing activities and troubleshooting posting issues, reconciliations, and financial reporting discrepancies.
• Integrations & Data Management
• Work with IT teams to support integrations between Dynamics 365 F&O (AX 2012) and external systems.
• Perform data validation, reconciliation, and migration tasks to maintain system integrity.
• Support the Dynamics 365 upgrade project, assisting with data mapping, cleansing, and all testing activities including unit testing, regression testing, and user acceptance testing (UAT).
• Testing & System Enhancements
• Participate in testing new features, patches, and upgrades to ensure system stability.
• Document and communicate system enhancements, configuration changes, and business impacts to key stakeholders.
• Assist with user training and knowledge transfer for ERP processes and best practices.
• Collaboration & Stakeholder Engagement
• Work closely with finance, accounting, treasury, procurement, and IT teams to align ERP solutions with business needs.
• Support cross-functional projects related to finance transformation, process automation, and reporting enhancements.
• Provide technical guidance and mentorship to junior analysts and Dynamics 365 F&O (AX 2012) users.

What We Need From You

• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field. Required
• 8+ years of experience working with Microsoft Dynamics 365 F&O and/or Dynamics AX 2012. Required
• Experience with financial reporting tools (SSRS, Management Reporter, Power BI). Required
• Experience with SQL queries, data extraction, and reporting tools (SSRS, Power BI, Financial Reporter). Required
• Strong functional and technical knowledge of financial modules in Microsoft Dynamics 365 F&O / AX 2012.
• Familiarity with data migration, integrations, and ERP support best practices.
• Proficiency in Dynamics 365 F&O (or AX 2012) setup, configuration and business processes (record to report, procure to pay, order to cash).
• Understanding of finance business processes (GL, AP, AR, FA, Budgeting, Procurement, Cash & Bank).
• Familiarity with ERP integrations, data management, and reconciliation processes.
• Knowledge of Microsoft Dynamics DMF, OData, business events, or API integrations is preferred.
• Strong analytical and problem-solving abilities to diagnose and resolve ERP issues.
• Excellent communication and stakeholder engagement skills, able to bridge the gap between business and IT teams.
• Ability to work independently, manage multiple priorities, and drive process improvements.
• Microsoft Dynamics 365 Finance & Operations Functional Consultant Associate Preferred

Physical and Environmental Requirements
The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Travel Requirements
10% The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business.

Join Us
The Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at [e-mail]. We celebrate diversity and are committed to creating an inclusive environment for all associates.

We are seeking candidates legally authorized to work in the United States, without Sponsorship.

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