Finance & Accounting Business Analyst – ERP Transformation

Key Responsibilities

• Business Process Analysis (Finance & Accounting)
• Elicit, document, and validate business requirements across core finance processes, including: Record to Report (R2R), Procure to Pay (P2P), Fixed Assets & capitalization, Project accounting (capex tracking)
• Facilitate workshops across multiple business units and ERP platforms to define current-state and future-state processes
• Develop structured deliverables: Process maps (including cross-system flows), Business requirements documents (BRDs), User stories and acceptance criteria
• Capex & Financial Transformation (Primary Focus)
• Support ERP enablement of capital investment initiatives across the 5-year transformation roadmap
• Define and document requirements for: Capital project planning, tracking, and budgeting, Asset capitalization and lifecycle management, Cost allocation and financial controls across systems
• Partner with Finance leadership to ensure compliance with accounting policies, audit standards, and reporting requirements
• Enable consistent ROI tracking and financial visibility for major investments
• Multi-ERP & Integration Support
• Work across D365, AX 2012, and legacy ERP systems to define: System roles and responsibilities (system of record), Cross-system financial process flows
• Document and support integration requirements for: Financial data synchronization (GL, AP/AR, assets), Intercompany transactions, Inventory and cost accounting flows
• Collaborate with Solution and Technical Architects to ensure clear, scalable integration design
• ERP Implementation & Transition Support
• Support Solution Architects in fit/gap analysis across multiple ERP platforms
• Translate business requirements into functional designs aligned to both current-state (AX/legacy) and future-state (D365)
• Aid in data migration and harmonization, including: Chart of accounts alignment, Financial master data standardization, Historical data considerations
• Support phased transitions and coexistence strategies between systems
• Testing & Deployment
• Lead and coordinate User Acceptance Testing (UAT) across systems
• Develop end-to-end test scenarios spanning multiple ERPs
• Validate financial integrity and reconciliation across integrations
• Support issue triage, defect resolution, and go-live readiness
• Cutover planning, including financial data validation and reconciliation
• Change Management & Standardization
• Drive adoption of standardized financial processes across acquired entities
• Support training and change management for Finance and Accounting teams
• Act as a liaison between Finance stakeholders and IT throughout transformation and stabilization

  Required Qualifications

  • 5+ years of experience as a Business Analyst in Finance, Accounting, or ERP environments
  • Strong understanding of core financial processes: Record to Report, financial close, and reporting, Procure to Pay and expense management, Fixed assets and capitalization
  • Experience working with multiple ERP systems (e.g., D365, AX 2012, SAP, Oracle, or similar)
  • Experience supporting ERP transformations, integrations, or system transitions
  • Experience with capex projects or project accounting
  • Prominent ability to document cross-system business processes and requirements

  Preferred Qualifications

  • Experience with both Microsoft Dynamics AX 2012 and D365 Finance & Operations
  • Familiarity with: Financial data models and system integration patterns, Inventory and cost accounting in manufacturing environments
  • Experience with tools such as: Azure DevOps (backlog and user story management), Power BI (financial reporting and analytics)
  • Experience in multi-entity, global organizations