ERP Business Systems Analyst

About the role

Join CBX Solutions, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services. At CBX Solutions, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow.

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. Hands-on Sedona experience is highly valued, particularly as part of a prior Sedona implementation or upgrade.

Benefits

• Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Work-Life Balance: Generous paid time off for rest, family, and self-care.
• Career Growth: Continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.
• Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.

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