IT Functional Analyst - Finance

Description

Who We Are :

From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs. This all starts with our greatest asset…our employees.

What You Will Be Doing :

As a member of IT, you will work closely with the teams of business liaisons, business analysts, and other IT staff as needed for requirements gathering, understanding business priorities, and executing given tasks. This role is pivotal in bridging the gap between business needs and technology solutions, ensuring business and finance processes are optimized and aligned with best practices, and support the company’s Microsoft Dynamics 365 implementation journey. The individual must work effectively with others and have a team-first attitude.

Primary Responsibilities :

Collaborate with stakeholders across business leadership, procurement, operations, and IT to elicit, analyze, and document business requirements.

Map current processes, identify gaps, and recommend improvements leveraging Dynamics 365 capabilities.

Translate business requirements into functional specifications.

Work closely with technical teams to design, configure, and test Dynamics 365 solutions that meet business objectives.

Participate in the end-to-end implementation lifecycle of finance projects, including system configuration, data migration, user acceptance testing, and go-live activities.

Develop user documentation and deliver training sessions to ensure smooth adoption of new processes and systems.

Act as a liaison between business users and IT, facilitating clear communication and managing expectations throughout the project lifecycle.

Monitor post-implementation performance, gather feedback, and propose enhancements to maximize the value of Dynamics 365 investments.

Experience with other Dynamics 365 and Azure-related platforms and products, such as Power BI and PowerApps.

Additional Responsibilities :

Participate in required safety program, and work in a safe manner.

Additional duties as assigned by manager.

Who We Are Looking For :

To be successful in this position you must be highly organized, have proven experience as a Functional Analyst or Business Analyst, and a strong understanding of finance practices and processes. You should be familiar with Dynamics 365 Finance, Supply Chain, and / or Customer Engagement modules, and hands-on involvement in implementation is heavily preferred. The ability to both take direction and work with minimal supervision is required for this position as well.

Education / Experience :

• Bachelor’s degree in Business Administration, Information Systems, or a related field

Required Qualifications / Skills :

Must be highly organized with the ability to set priorities and be a team player with a team-first attitude

Proven experience as a Functional Analyst or Business Analyst working with finance processes or ERP projects

Strong understanding of finance practices and processes

Familiarity with Microsoft Dynamics 365 platform

Proficiency in process mapping, requirements documentation, and solution design

Experience with data analysis and reporting tools is a plus

Familiarity or experience with Dynamics 365 Finance, Supply Chain, and / or Customer Engagement modules is preferred

Hands-on involvement in full-cycle Microsoft Dynamics 365 implementation (particularly Customer Engagement, Customer Insights, Supply Chain, Finance, or related modules) is also preferred

Proven abilities to take initiative and be innovative

Proactive in learning and highly self-motivated

Demonstrates commitment to customer satisfaction and ability to work in a collaborative team environment

Excellent organizational and project management abilities

Exceptional interpersonal, verbal, and written communication skills along with strong analytical skills required

Must be able to comprehend, speak and write the English language

Values :

At Yancey Bros. Co, we are always looking to add people to our team who share our core values :

Safety : We value the lives and health of our team and customers above all else.

Integrity : We are ethical and trustworthy, demonstrate respect for others, and communicate truthfully and promptly.

Teamwork : We work as one across our organization for the benefit of our customers.

Excellence : We strive to be the best, continuously improving our customers’ experience and the solutions we provide.

Sense of Urgency : We respond quickly to customer needs and hold ourselves accountable for results.

Ideal candidates will demonstrate the following values :

Acting in a safe manner

Exhibiting honesty and integrity

Acting in a fair and ethical manner

Team mentality

Delivering quality results

Embraces change / improvement

Exhibiting superior customer service skills

Exhibiting pride and ownership

Working with a sense of urgency

Exhibiting a winning attitude

What We Offer :

Yancey Bros Co offers a full benefits package that includes aggressive compensation levels, technician tool allowances, full medical, vision and dental coverage, employee wellness programs, paid vacations and more.

Competitive Pay Structure

Competitive Pay

Individual Bonus Opportunities Available

Technician Tool Allowance

401k Plan Strong Company Match

Employee Profit Sharing

Financial Wellness Coaching

Employee Wellness Program

Medical, Vision, Dental Insurance

Prescription Drug Coverage

Flexible Spending Accounts

Short & Long Term Disability

Group Life Insurance

Personal Time Off

Paid Holidays

Paid Sick Leave

Career Development

Tuition Reimbursement

Ongoing Training

Advancement Opportunities

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights () notice from the Department of Labor.