ERP Business Systems Analyst

CBX Solutions Recruiting Team • Winston-Salem, NC

3d

About The Position

The Sedona ERP Business Systems Analyst serves as a hands-on business and technology partner responsible for planning, coordinating, and supporting the upgrade of branch environments to Sedona ERP (SedonaOffice). The role works closely with branch leadership, Operations, Service, Finance, Accounting, and IT to prepare, convert, test, train, and stabilize branches across client management, job management, service and inspections, inventory, purchasing, billing, accounts receivable, accounts payable, and general ledger processes.

The ideal candidate combines business analysis, light technical aptitude, working accounting knowledge, and strong organizational and project management skills. The analyst translates branch needs into standard Sedona processes, keeps upgrade plans and deliverables on track, safeguards data and financial accuracy through cutover, and helps users adopt the system. Hands-on Sedona experience, particularly participation in a prior implementation or upgrade, is highly valued.

This is a field-based, regional role involving travel to branch locations within the region at least 25% of the time monthly, with total travel expected to be 25–35%. Additional travel to Corporate or other regional locations may be required for business needs.

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.
• Demonstrated 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.
• Ability to perform the essential duties satisfactorily, with reasonable accommodations available as described in the posting.
• Regularly required to talk and hear; frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms.
• Expected to travel to regional branch locations at least 25% of the time monthly, with total travel expected to be 25–35%; additional business-related travel may be required.

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, systems integration, 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, and provide progress reporting to branch leaders, project sponsors, and IT management.
• Coordinate dependencies among branch staff, Finance, Operations, IT, and the software vendor to keep upgrades on scope and schedule.
• 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 across branches while documenting justified business variations and dependencies.
• Assess branch upgrade readiness, including data condition, staffing, user access, equipment, and open transactions, and track remediation items.
• 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 with IT administrators.
• Coordinate with IT and the software 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 branch upgrades.
• 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.
• 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 address reporting needs.
• Partner with Data & Analytics to ensure Sedona branch data supports consolidated financial and operational reporting.
• 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.

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: Mid Level