ERP Business Systems Analyst (Business Central)

CBX Solutions Recruiting Team • Winston-Salem, NC

1d

About The Position

The ERP Business Systems Analyst is a hands-on business and technology partner responsible for supporting, implementing, and continuously improving Microsoft Dynamics 365 Business Central and related Microsoft business applications, including Dynamics 365 CRM, Power Platform, Power BI, Microsoft Fabric, and Microsoft 365. The role works with Finance, Accounting, Operations, Supply Chain, branch leadership, and IT to standardize business processes, strengthen financial controls, and establish Business Central as a common financial foundation across CBX businesses.

The analyst translates business needs into standard Business Central processes, uses existing CBX process maps, favors out-of-the-box capabilities over customization, safeguards data and financial accuracy during deployments, and supports user adoption. The position covers process analysis and standardization, system configuration and support, accounting processes, data migration, integrations and reporting, testing and cutover, training, and continuous improvement.

This is a field-based regional role requiring travel to branch locations and potentially to corporate or other regional locations. The posting states travel expectations of 10–20% depending on project work and, separately, total travel of 25–35%, with branch travel expected at least 25% of the time monthly.

Requirements

• Bachelor's degree in Information Systems, Business Administration, Accounting, Finance, Supply Chain, or a related field; equivalent relevant experience may be considered.
• At least 5 years of experience as a Business Systems Analyst, ERP Business Analyst, ERP Functional Consultant, or in a similar role supporting ERP or accounting applications.
• Hands-on functional experience with Microsoft Dynamics 365 Business Central or Dynamics NAV (Navision).
• Working knowledge of core accounting and operational processes, including general ledger, receivables, payables, purchasing, inventory, job costing, and financial close.
• Experience supporting an ERP implementation, upgrade, migration, or multi-entity or multi-site rollout.
• Experience gathering business requirements and producing process maps, functional specifications, test cases, training materials, and standard operating procedures.
• Technical aptitude with business applications, including advanced Excel, data validation, report building, user security setup, and basic troubleshooting.
• Strong analytical, problem-solving, communication, and stakeholder-management skills, with the ability to work across Finance, Operations, branches, and IT.
• Ability to meet the physical demands described: regularly talk and hear, and frequently stand, walk, use hands to finger, handle, or feel, and reach with hands and arms.
• Willingness to travel as required for branch, corporate, and regional business needs.

Nice To Haves

• Experience with multi-company Business Central environments, including dimensions, intercompany, and financial consolidation.
• Direct participation in a Navision/NAV-to-Business Central migration or a Business Central implementation across multiple entities or branches.
• Experience with Dynamics 365 Sales/CRM, Field Service, Dataverse, Power BI, Power Apps, Power Automate, Microsoft Fabric, and Azure.
• Familiarity with Business Central APIs, OData, configuration packages, AppSource extensions, SQL queries, and data mapping.
• Experience in construction, building materials, distribution, manufacturing, field service, or multi-site operating environments.
• Accounting or finance background, including month-end close, reconciliations, consolidation, job costing, or inventory accounting.
• Microsoft certification such as MB-800 Dynamics 365 Business Central Functional Consultant, or CBAP, PMP, or CAPM.

Responsibilities

• Analyze and document current-state and future-state processes across Record-to-Report, Order-to-Cash, Procure-to-Pay, Inventory, Manufacturing, and Project/Job Accounting.
• Facilitate discovery workshops and translate business needs into process maps, user stories, fit-gap findings, and acceptance criteria.
• Promote standard, out-of-the-box Business Central processes, document justified variations and dependencies, and identify workarounds, control gaps, and automation opportunities.
• Create reusable process templates, standard operating procedures, and playbooks for future deployments.
• Serve as a primary functional resource for Business Central modules, including General Ledger, Dimensions, AP, AR, Cash Management, Fixed Assets, Purchasing, Sales, Inventory, Warehouse, Jobs, Manufacturing, and Intercompany.
• Maintain setup tables, posting groups, number series, approval workflows, permission sets, and security groups in partnership with IT administrators.
• Assess requirements against standard Business Central capabilities and AppSource solutions before recommending extensions or custom AL development.
• Troubleshoot user and system issues, conduct first-level root-cause analysis, and manage Microsoft partner and ISV support cases.
• Support business processes across Business Central, Dynamics 365 Sales/CRM, Dynamics 365 Field Service, Dataverse, Microsoft 365, Teams, and SharePoint.
• Document requirements for Power Automate workflows, Power Apps, and Business Central approval and notification processes.
• Partner with IT on environment management, sandbox and production environments, Microsoft release waves, update testing, and extension and app lifecycle.
• Evaluate Microsoft Copilot and AI capabilities for improving productivity and data quality.
• Work with Finance and Accounting to align chart of accounts, legal entities, dimensions, tax, payment terms, and posting rules with corporate standards.
• Support financial consolidation, intercompany transactions, period-end and year-end close, reconciliations, and management reporting in Business Central.
• Help ensure transactions from source ERPs map accurately into Business Central for consolidated financial reporting.
• Apply accounting knowledge to identify and resolve issues involving inventory valuation, job costing, and subledger-to-general-ledger posting.
• Coordinate extraction, cleansing, mapping, and loading of master and open-transaction data, including customers, vendors, items, accounts, balances, open AR/AP, jobs, and fixed assets.
• Use Business Central configuration packages, RapidStart, and Excel tools to support data conversion from legacy systems.
• Validate converted data through record counts, balance comparisons, and sample reviews, and obtain business and Finance data-owner sign-off.
• Define and reinforce data standards, required fields, naming conventions, and duplicate prevention across Business Central, CRM, and reporting platforms.
• Document integration requirements and data handoffs between Business Central and CRM, operational ERPs, banking, payroll, and the enterprise data platform.
• Partner with integration teams on Business Central APIs, OData web services, Power Automate, and Azure services, including error handling, monitoring, and reconciliation.
• Partner with Data & Analytics on Power BI, Microsoft Fabric, and Business Central reporting, including financial statements, account schedules, and KPI definitions.
• Support user access reviews, segregation of duties, audit evidence, and exception reporting for critical financial, purchasing, and inventory processes.
• Plan and coordinate conversion validation, functional testing, system integration testing, regression testing, and user acceptance testing.
• Develop end-to-end test scenarios and manage cutover plans, mock conversions, transaction freeze periods, go/no-go criteria, and go-live checklists.
• Validate Microsoft release-wave updates and extension changes, and track defects and open items through resolution.
• Create process documentation, job aids, and role-specific training materials; deliver end-user training and develop super users.
• Provide go-live and stabilization support, triage issues, and communicate status and resolutions to stakeholders.
• Manage the Business Central enhancement backlog and lessons learned, and advise Finance, Operations, and branch stakeholders.

Benefits

• Health, dental, vision, and prescription coverage.
• Life insurance.
• 401(k) with company match.
• Generous paid time off.
• Continuous learning, mentorship, and leadership training, including access to CBX University.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior