Business Analyst Technology Modernization- Finance

Job Summary:

The Business Analyst Technology Modernization drives the execution of the ERP projects workstream focused on growth and operational excellence. The individual collaborates with leadership and cross-functional teams to keep the workstream on track within budget and delivering measurable value. Responsibilities include identifying and influencing business process improvements facilitating change management and fostering strong stakeholder relationships. They gather and analyze data create process documentation and communicate product strategies effectively to diverse audiences. Additionally the role involves advocating for standard ERP functionality and ensuring successful adoption through training and support. The ideal candidate will possess exceptional collaboration and communication skills along with functional business knowledge and hands-on experience in the organization.

The incumbent in this position is expected to model the following practices daily:

1. Demonstrate alignment with the companys mission and core business values.
2. Collaborate with key internal/external resources.
3. Participate in ongoing self-development.
4. Facilitate change management between IT and business partners acting as an emissary.

Essential Functions:

• Models promotes reinforces and rewards the consistent use of HOLTs Values Based Leadership (VBL) tools models and processes to ensure alignment with our Vision Values and Mission.
• Supports the workstreams alignment with the projects broader business goals. Collaborate with value stream leadership to support the vision objectives and scope of the project to support growth and operational excellence.
• Helps ensure the workstream stays on track within budget and delivers value to the organization. Reports progress manages resources effectively and resolves any issues that arise in collaboration with other project resources.
• Supports collaboration with other value streams and departments such as Finance Operations HR Equipment Service Data and IT to ensure the workstream addresses the diverse needs of the business.
• Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Proposes initiatives to the workstream lead that enhances decision-making eliminates waste and creates operational efficiencies.
• Supports change-management efforts to ensure the successful adoption of new processes and systems across the workstream. Executes strategies to engage employees address resistance and drive successful transitions.
• Builds and maintains strong relationships with key stakeholders across the workstream. Provides regular updates on workstream progress manages expectations and ensures that workstream leadership and business units are informed and engaged throughout the project.
• Conducts discovery sessions gathers requirements creates process maps performs analysis identifies root causes to issues QA tests validates data and creates functional documentation in partnership with their value stream lead.
• Works with Business Leads and Subject Matter Experts to understand business strategy and vision and then writes refines and proposes prioritization of features to support effective and compliant solutions while balancing investment and business value.
• Supports the success metrics for the workstream and demonstrates user engagement behavior change and value of the workstream to clients and internal partners
• Aligns with Business Lead to ensure external partners and vendors meet the workstreams needs. Escalates promptly if timeline and milestones are not met.
• Participates in training plans content creation and delivery to maximize employee engagement and system utilization.
• Documents unknown requirements and raise them to Business Leads to coordinate between stakeholder groups to address them.
• Works with the Business Lead to perform problem solving and prototype new procedures for the purpose of enhancing ERP business processes operations and information process flow.
• Advocates for leveraging Out of the Box functionality rather than custom solutions.
• Takes ownership to ensure new ERP solutions are delivered successfully.
• Always works safely and adheres to all applicable safety policies; complies with all company policies procedures and standards.
• Performs other duties as assigned.

Knowledge Skills and Abilities:

• Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders
• Ability to support and evangelize product features and strategy from the Business Leads to both a technical and non-technical audience with ease.
• Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels where flexibility collaboration and adaptability are required
• Experience in managing multiple priorities and delivering results in fast-paced environments.
• Strong problem-solving skills and the ability to navigate challenges effectively.
• Ability to focus on business value results rather than solutions. Results and value oriented
• Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy stamina and enthusiasm.
• Demonstrates functional knowledge and hands-on experience in day-to-day operations.
• Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors
• Consistently demonstrates high emotional intelligence resiliency and the ability to work well under pressure; must be agile and comfortable with change
• Ability to thrive in a fast paced rapid iteration environment while balancing multiple priorities
• Effective at influencing and convincing others into action yet able to also be a collaborative team member.
• Ability to stay focused in a fast-paced high-energy challenging environment where there are multiple competing priorities daily.
• Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts business models and technologies.
• Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles.

Specifications/Focus Area:

Finance

• Finance operations including General Accounting Accounts Payable Accounts Receivable Credit & Collections Financial marketing Sales Support/Machine Invoicing.

Parts

• Parts operations including inventory management parts counter operations pricing and discounts sourcing and related activities.

Power

• Power Systems operations related to Project Management including project procurement general project management and milestone tracking.
• High-level understanding of Power Systems business and the industries it serves.

Rental

• Rental operations including Contract Management Rental Inventory Management Call Offs Depreciation Inbound and Outbound Transportation Proration and related processes.

Service

• Service operations including Machine and PSD Shop and Field execution.
• Proficient in key operational areas such as Work Order Management Coordination Scheduling Maintenance Solutions eSolutions Standard Jobs Rebuild CAT Support Component Handling and Technical Services.

WMS (Warehouse Management)

• Warehouse Management operations including inbound outbound transfer activities cycle counts hose build processes and warehouse setup.

Education and Experience:

• Bachelors degree in Business Administration Management Information Technology or a related field.
• Minimum of 3 years of experience in process improvement business operations and/or project management.
• Minimum of 3 years of experience of functional workstream experience strongly preferred.
• Experience as a highly collaborative liaison between multiple departments.

Supervisory Responsibilities:

• None.

Travel:

• Up to 30% and overnight travel may be expected.
• Valid drivers license required.

Physical Requirements:

• This role frequently communicates with others must be able to exchange accurate information in these situations
• This role routinely uses standard office equipment such as computers phones photocopiers and conference room AV/video equipment.

Work Environment:

• Works primarily in a professional office environment.
• This role constantly uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
• Frequently works at fast pace with unscheduled interruptions.

Disclaimer:

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities duties and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities as needed.

Required Experience:

IC