Finance & Accounting Business Analyst – ERP Transformation

Position Summary 

We are seeking a highly capable Finance & Accounting Business Analyst (BA) to support our global ERP + MES transformation strategy, with a strong focus on capital (capex) initiatives and multi-ERP integration. 

This role will be a key member of the ERP Transformation Team, working across a complex landscape that includes Microsoft Dynamics 365, AX 2012, and multiple legacy ERP systems obtained through acquisitions. The BA will partner with Finance, Accounting, and IT to define, standardize, and enable financial processes across systems while supporting the transition toward a future-state D365 platform. 

The ideal candidate brings deep expertise in financial processes, ERP implementations, and cross-system integration, and thrives in an environment where standardization, scalability, and transformation are core priorities. 

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)  

• Assist 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  

• Assist with 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  

• Proven ability to document cross-system business processes and requirements  

Preferred Qualifications 

• Experience with both Microsoft Dynamics AX 2012 and D365 Finance & Operations  

• Experience in ERP consolidation or post-acquisition integration environments  

• 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  

Key Competencies 

• Strong financial and accounting acumen across complex environments  

• Ability to think end-to-end across systems, not just within one ERP  

• Strong analytical and problem-solving skills  

• Excellent communication and stakeholder management abilities  

• High attention to detail, especially around financial data integrity and reconciliation  

• Comfortable operating in a fast-paced, multi-year transformation program  

Success Measures 

• Clear, high-quality requirements across multi-ERP environments  

• Accurate and reconciled financial data across systems and integrations  

• Successful delivery of capex-related ERP capabilities  

• Smooth financial close during and after system transitions  

• Increased standardization and reduced process variability across entities  

Why This Role Matters 

This role is critical to enabling a controlled transition from a fragmented ERP landscape to a modern, scalable D365 environment, while maintaining financial integrity across multiple systems during the journey. The Finance BA will play a key role in ensuring that capital investments, financial processes, and system in