ERP Business Systems Analyst

Cook & Boardman Group•Winston-Salem, NC

About The Position

The Sedona ERP Business Systems Analyst is a hands-on business and technology partner responsible for planning, coordinating, and supporting branch upgrades to Sedona ERP (SedonaOffice). The role works with branch leadership, Operations, Service, Finance, Accounting, and IT to prepare, convert, test, train, and stabilize each branch across client management, job management, service and inspections, inventory, purchasing, billing, accounts receivable, accounts payable, and general ledger processes. The position combines business analysis, technical aptitude, working accounting knowledge, and organizational and project management skills. It translates branch needs into standard Sedona processes, tracks upgrade plans and deliverables, safeguards data and financial accuracy through cutover, and supports user adoption. This is a field-based, regional role requiring travel to branch locations within the region for a minimum of 25% of the time monthly, with total travel expected to be 25–35%. Additional travel to Corporate or other regional locations may be required based on business needs, including acquisitions and employee relations matters. The employee is regularly required to talk and hear, and frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms.

Requirements

Bachelor's degree in Information Systems, Business Administration, Accounting, Finance, or a related field; equivalent relevant experience may be considered.
At least 3 years of experience in a Business Systems Analyst, ERP Analyst, Implementation Specialist, Accounting Systems, or Project Coordinator role supporting ERP or accounting applications.
Working knowledge of core accounting and operational processes, including receivables, payables, general ledger, billing, inventory, purchasing, and job or service management.
Experience supporting an ERP or business system implementation, upgrade, migration, or multi-site rollout.
Experience gathering business requirements and producing process maps, test cases, training materials, and standard operating procedures.
Organizational and project management skills, including managing plans, timelines, and deliverables across multiple concurrent workstreams.
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 effectively across branch, Operations, Finance, and IT teams.

Nice To Haves

Hands-on experience with Sedona ERP (SedonaOffice), including Client Management, Job Management, Service, Inventory, Accounts Receivable, Accounts Payable, and General Ledger modules.
Direct participation in a Sedona implementation, data conversion, or version upgrade, ideally across multiple branches or companies.
Experience in the security, fire and life safety, low-voltage, or systems integration industry, or in construction, distribution, field service, or multi-site operating environments.
Experience with Sedona reporting and add-on tools such as Report Manager, Query Builder, Sedona-X Mobile, or SedonaOffice Cloud Services.
Familiarity with SQL queries, data mapping, data conversion tools, and integrations between ERP, CRM, and reporting platforms such as Microsoft Dynamics 365 and Power BI.
Accounting or finance background, including month-end close, reconciliations, job costing, or recurring revenue billing.
Relevant project management, business analysis, accounting, or ERP certification, such as PMP, CAPM, or CBAP.

Responsibilities

Coordinate branch upgrades 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 concurrent upgrades.
Schedule and facilitate working sessions and status meetings; report progress to branch leaders, project sponsors, and IT management.
Coordinate activities and dependencies among branch staff, Finance, Operations, IT, and the software vendor.
Develop and refine a repeatable upgrade playbook, including checklists, templates, and lessons learned.
Document branch 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 while documenting justified business variations and dependencies.
Assess branch readiness, including data condition, staffing, user access, equipment, and open transactions, and track remediation items to closure.
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, security groups, and related configuration in partnership with IT administrators.
Coordinate with IT and the 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.
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-to-general-ledger tie-outs.
Apply working knowledge of how operational transactions post to the general ledger to identify and resolve accounting-related issues.
Coordinate extraction, cleansing, mapping, and loading of branch data, including customers, sites, vendors, parts, open transactions, recurring billing, jobs, and service history.
Maintain data mapping documents, conversion checklists, and cross-reference tables for each branch upgrade.
Validate converted data using record counts, balance comparisons, and sample reviews, and obtain sign-off from branch and Finance data owners.
Define and reinforce data standards, required fields, naming conventions, and duplicate prevention practices across branches.
Document functional requirements and data handoffs between Sedona and connected systems, such as CRM, payment processing, banking and lockbox, payroll, and corporate reporting.
Use Sedona Report Manager, Query Builder, dashboards, Excel, and basic SQL queries to validate data and meet branch and corporate reporting needs.
Partner with Data & Analytics to support consolidated financial and operational reporting using branch Sedona data.
Support user access reviews, segregation of duties, audit evidence, and exception reporting across critical billing, purchasing, and accounting processes.
Plan and coordinate conversion validation, functional testing, integration testing, and user acceptance testing for each branch upgrade.
Develop test scenarios validating end-to-end processes such as job to invoice to cash, service ticket to invoice, purchase to pay, and recurring billing cycles.
Prepare and manage cutover plans, including mock conversions, transaction freeze periods, go/no-go criteria, and go-live checklists.
Log, prioritize, and track defects and open items through resolution, and confirm fixes with branch users.
Create process documentation, job aids, and training materials for Sedona workflows tailored to branch roles.
Coordinate and deliver end-user training and prepare branch leaders and super users to support their teams.
Provide on-site or remote go-live and stabilization support, triage issues, and communicate status and resolutions to branch stakeholders.
Manage post-go-live enhancement requests and lessons learned, and serve as a trusted advisor to branch and functional stakeholders.
Travel to regional branch locations and, as business needs require, to Corporate or other regional locations.