Sr. Financial Systems Business Analyst

Purpose of Position: The Finance Systems Business Analyst is responsible for analyzing, documenting, and improving Finance processes and requirements to support both application development projects and business process enhancements.

This role serves as a liaison between Finance stakeholders, IT teams, and other departments, ensuring Finance needs are clearly defined, prioritized, and translated into actionable requirements.

Contribute to organizational efficiency, quality delivery, and the achievement of business objectives through strong analytical skills, effective communication, and collaboration with cross-functional teams.

Translate Finance requirements into functional specifications for ERP implementation; including integration with Salesforce and other third-party software systems.

Essential Functions:

• Gather and elicit requirements using interviews (one-on-one, small group, and large team), workflow analysis, and process engineering techniques.

• Analyze, document, and maintain Finance requirements for system projects and process improvements, using approved templates and tools.

• Write clear, concise, and testable requirements, user stories, and supporting documentation that accurately decompose high-level business needs into actionable deliverables.

• Conduct gap analysis, identify core competencies, and recommend business process improvements to enhance efficiency and effectiveness.

• Collaborate with development teams, quality assurance, vendors, and other stakeholders to clarify requirements, support solution development, and ensure understanding across all parties.

• Participate in project planning, backlog grooming, sprint prioritization, daily scrum meetings, and other agile ceremonies as appropriate.

• Assist in the creation and execution of user acceptance tests and smoke testing scenarios to validate requirements and ensure quality objectives are met.

• Develop and deliver user training materials as required.

• Prioritize requirements, manage deliverable deadlines, and support project reporting activities.

• Represent the interests of business stakeholders, manage user expectations, and ensure satisfaction throughout the project lifecycle.

• Clear project roadblocks and facilitate open, effective communication among all involved groups.

• Contribute to the RFP process, including drafting documentation and analyzing proposals

• On-site or remote regular attendance and punctuality are essential functions of the job.

• Perform other business tasks or functions as assigned.

Knowledge, Skills & Abilities Required:

• Working knowledge of financial and accounting processes; from the trial balance through month-end close to financial reporting and analysis.

• Thorough understanding of the inputs and outputs of a financial system’s general and subsidiary ledgers, including: purchasing, billing, accounts payable, accounts receivable and cash management.

• Strong written and verbal communication skills – ability to document clear, unambiguous, realistic, and testable requirements.

• Effective at communicating technical issues to business partners and business issues to technologists.

• Finance systems experience is required.  Experience with MS Dynamics GP is a plus.

• Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, Visio, SharePoint).

• Experience with requirements management and project tracking tools (e.g., Azure DevOps, Team Foundation Server, JAMA, Rally, or similar).

• Demonstrated analytical and problem-solving abilities; able to conceptualize, analyze, synthesize, and evaluate information to determine business needs and solutions.

• Understanding of software development life cycle (SDLC) and agile methodologies.

• Ability to facilitate meetings, elicit requirements, and build trust and consensus among diverse stakeholders with varying priorities.

• Strong planning skills with high attention to detail; capable of managing multiple priorities and deliverables simultaneously.

• Customer-focused attitude, proactive work ethic, and ability to work both independently and collaboratively.

• Flexibility to adapt to rapidly changing environments and requirements.

• Knowledge of and adherence to PHI and HIPAA guidelines (as applicable).

• Hybrid work environment; working 2-3 days in the Orange office.  Maintain regular attendance and punctuality, whether on-site or remote.

• Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.

Educational Requirements:

• Bachelor’s degree in Accounting or related field or equivalent work experience required.

• 7+ years of recent experience in a Business Analyst role is preferred.

• Relevant Business Analysis certifications are a plus.

Physical Requirements:

Requires close vision and must have good hand-to-eye coordination. Must be able to sit for extended periods of time and occasionally stand and walk.  Must be able to see, hear, and speak clearly. Must be able to use a computer keyboard efficiently. Must be able to communicate effectively in English. May be required to lift up to 40 pounds. The working environment is stable, and the noise level is moderate.