Operations Business Analyst

PowerGrid Services

Charlotte (NC)

On-site

USD 90,000 - 120,000

Full time

40 hours ago

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Job summary

PowerGrid Services is seeking an Operations Business Analyst to partner with Operations, improving field processes through enterprise apps, data, and workflow improvements. The role supports Microsoft Dynamics, Fleetio, telematics, and related systems from requirements through testing and adoption, working with operational stakeholders and using advanced Excel to model data.

The position aims to standardize scalable field workflows across distributed operations, coordinate pilots and UAT,

Qualifications

Bachelor’s degree in business, operations, or related field.
Minimum 5 years in business analysis, field service, operations systems, or related consulting.
Experience coordinating cross-functional technology changes across distributed operations.

Responsibilities

Serve as the primary BA for Operations, field service, Fleet, Safety, and related initiatives.
Analyze current-state and future-state processes for work intake, scheduling, dispatch, work orders, field execution, and reporting.
Translate operational needs into requirements, data definitions, user stories, and acceptance criteria.
Perform functional analysis and support design across Dynamics, Fleetio, telematics, and related systems.
Identify opportunities to standardize processes across locations while preserving essential differences.
Plan pilots, UAT, regression testing, training, and post-go-live adoption.
Use advanced Excel to transform and model data; build workload and capacity models for leadership.
Address cross-system issues spanning ERP, field service, fleet, safety, CRM, HR/payroll, and reporting.
Maintain and prioritize the Operations backlog with value, risk, and readiness considerations.
Create process docs, training materials, test scenarios, and release communications.

Skills

Operational analysis

Business requirements

Advanced Excel

UAT coordination

Field-service knowledge

Data modeling

Cross-functional facilitation

Documentation

Education

Bachelor’s degree in business, operations, supply chain, information systems, engineering

Equivalent combination of education and relevant professional experience

Tools

Fleetio

KPA/Novara

Microsoft Dynamics

Power BI

Excel

Salesforce

ServiceNow

Job description

The Operations Business Analyst serves as the primary functional applications partner for Operations, helping improve field and operational processes through enterprise applications, data, and workflow improvement. The role supports Microsoft Dynamics, the field service solution, Fleetio, telematics, KPA/Novara, and related systems from requirements through testing and adoption. This position works directly with operational stakeholders, uses advanced Excel to transform and model operational data, identifies process and system improvements, and helps standardize scalable workflows across distributed field operations.

KEY RESPONSIBILITIES

Serve as the primary Business Analyst for Operations, field service, Fleet, Safety, and related application initiatives, partnering with regional and functional stakeholders to understand priorities and operational pain points.
Analyze current-state and future-state processes for work intake, scheduling, dispatch, work orders, field execution, mobile workflows, asset and fleet activities, telematics, safety, compliance, and operational reporting.
Translate operational needs into requirements, process maps, business rules, data definitions, user stories, acceptance criteria, role or access needs, and measurable success criteria.
Perform functional analysis and support solution design across Microsoft Dynamics, the field service solution, Fleetio, telematics platforms, KPA/Novara, and connected enterprise applications.
Identify opportunities to standardize processes across locations and business units while documenting legitimate operational differences that must be preserved in the solution.
Plan and coordinate pilots, user acceptance testing, regression testing, defect review, release readiness, training, field communications, and post-go-live adoption for application changes.
Use advanced Microsoft Excel to transform, combine, validate, and analyze operational data; build dynamic models for workload, capacity, utilization, productivity, cost, service levels, and scenario analysis; and present findings clearly to operational leaders.
Analyze issues that span ERP, field service, fleet, safety, CRM, HR/payroll, risk, integrations, and reporting; coordinate the appropriate application owners, engineers, vendors, and business stakeholders through resolution.
Maintain and prioritize the Operations application backlog using business value, operational risk, field impact, dependencies, effort, and readiness, and communicate tradeoffs to stakeholders.
Create and maintain process documentation, training materials, test scenarios, release communications, user guidance, and change-impact information that support consistent adoption across the field organization.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business, operations, supply chain, information systems, engineering, or a related field, or an equivalent combination of education and relevant professional experience. Minimum of 5 years of progressive experience in business analysis, field service, operations systems, fleet technology, enterprise application implementation, process improvement, or related consulting. Experience working with distributed operations and coordinating cross-functional technology changes is required.

PLATFORM & TECHNOLOGY EXPERIENCE

Candidates should have strong experience working with enterprise operational applications, with Microsoft Dynamics and field service process experience strongly preferred. Hands-on or functional experience with Fleetio, telematics platforms, KPA/Novara, or comparable fleet and safety systems is highly relevant. Advanced Microsoft Excel skills are required, with emphasis on data transformation, dynamic modeling, operational scenario analysis, reconciliation, and clear presentation. Expected Excel capabilities include advanced formulas, lookup logic, PivotTables/PivotCharts, dynamic arrays, Power Query or comparable transformation techniques, and structured operational models. Power BI exposure is a nice-to-have rather than a core requirement. Familiarity with Salesforce, Origami Risk, UKG/ADP, and an enterprise ticketing or ITSM system such as ServiceNow is beneficial.

CORE COMPETENCIES