IT Business Analyst (D365 or Certinia)

Posted 2 Days Ago
Hiring Remotely in United States
Remote
Mid level
Information Technology
The Role
Serves as a liaison between business stakeholders and technology teams by gathering requirements, documenting functional specifications, modeling processes, and conducting gap and impact analyses. Partners with architects, developers, and QA teams to deliver ERP, CRM, PSA, and portal solutions. Supports Agile delivery, workshops, UAT, defect resolution, documentation, and post-implementation system support, with particular emphasis on Dynamics 365 F&O or Certinia financial and project processes.
Summary Generated by Built In

Presidio, Where Teamwork and Innovation Shape the Future
At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role
We are seeking a highly motivated, detail-oriented IT Business Analyst to serve as a trusted advisor to business stakeholders and technology teams. In this role, you will drive strategic initiatives, optimize business processes, and ensure solutions align with organizational objectives. The ideal candidate combines analytical skills, business acumen, financial knowledge, and technical expertise with strong communication skills and extensive experience gathering requirements in a Agile environment. Business Analysts applying for this role need to have experience supporting end users and their business processes in Dynamics 365 F&O General Ledger / AP / ExFlow AP or Certinia Quote to Order / Project Scope to Closure / Forecasting & RevRec / Personas.

Travel Requirements:

This is a remote role (situated within the Continental US) with associated travel of 5%.

Responsibilities Include: 

  • Collaborate with business stakeholders to elicit, document, and validate business requirements.
  • Translate business needs into functional specifications, user stories, and process flows.
  • Partner with Solution Architects, Developers, and QA teams to ensure requirements are accurately implemented.
  • Conduct gap analysis, feasibility studies, and impact assessments for proposed changes.
  • Facilitate workshops, stakeholder meetings, and requirements gathering sessions.
  • Analyze existing business processes and recommend enhancements for efficiency and effectiveness.
  • Support user acceptance testing (UAT) by developing test scenarios, tracking defects, and ensuring issues are resolved.
  • Prepare documentation such as business requirements documents (BRD), functional specifications, and workflow diagrams.
  • Provide ongoing support for systems, processes, and applications post-implementation.

Required Skills and Professional Experience:

  • Bachelor’s degree (preferably in BA / BS in Computer Science, Business, MIS) or the equivalent work experience and / or military experience
  • 3+ years of experience working as an adept business analyst on software development teams
  • Strong working knowledge with SQL, Salesforce, Power BI, and technical writing
  • Advanced in MS Excel, MS Word, MS PowerPoint, and MS Visio / LucidChart
  • Proficient+ in agile software development methodologies and Board management, e.g. AzureDevops & Jira
  • Strong understanding of project management
  • Experience with large implementations / third party vendor tools / integrating with ERP, CRM, PSA, and Portal tools
  • 2-4 years' experience with Dynamics 365 F&O General Ledger / AP / ExFlow AP or Certinia Quote to Order / Project Scope to Closure / Forecasting & RevRec / Personas
  • Strong analytical, strategic, and problem-solving capabilities
  • Skilled in business process modeling, requirements elicitation, and gap analysis
  • Ability to simplify complex systems and processes, providing insights to support strategic decision-making
  • Proven capacity to manage multiple concurrent work streams and shifting priorities
  • Excellent interpersonal, written, and verbal communication skills
  • Strong presentation and facilitation abilities, including creating and delivering impactful materials
  • Skilled at conducting interviews, workshops, and discovery sessions to surface essential requirements
  • Experienced in building and maintaining effective relationships with business units, partners, and executives
  • Adaptable and flexible, able to thrive in dynamic and fast-changing environments
  • Broad business and technical knowledge, with the acumen to connect people, processes, and tools to achieve organizational goals
  • Strong background in accounting and financial systems, with experience supporting financial teams and systems is a plus
  • Direct support of end users in Dynamics 365 F&O General Ledger / AP / ExFlow AP or direct support of end users in Certinia Quote to Order / Project Scope to Closure / Forecasting & RevRec / Personas
  • Other preferred application experience: Salesforce, CPQ, Vertex, ExFlow, Xait
  • Must be a US Citizen

    Preferred Skills and Professional Experience:

    • Certified Scrum Master (CSM), Certified Business Analysis Professional (CBAP) certifications with a minimum of 3 applied years is a plus.

    Your future at Presidio
    Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

    Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

    Ready to innovate? Let's redefine what's next-together.

    About Presidio
    Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success.

    At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit


    Applications will be accepted on a rolling basis.

     

    Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

    Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

    The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

    Presidio EEO Policy Statement is available here: https://www.presidio.com/careers

    Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

    Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to.

    Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our career's email address, Presidio employees or any other means. Presidio is not responsible for any feeds related to unsolicited resumes/CVs.

     

    #LI-PH1

    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.

    Skills Required

    • Bachelor's degree in Business Analysis, Computer Science, Business, MIS, or equivalent work experience or military experience
    • 3+ years of experience working as a business analyst on software development teams
    • Strong working knowledge of SQL, Salesforce, Power BI, and technical writing
    • Advanced proficiency with Microsoft Excel, Word, PowerPoint, and Visio or Lucidchart
    • Proficiency with Agile software development methodologies and work management tools such as Azure DevOps and Jira
    • Strong understanding of project management
    • Experience with large implementations, third-party vendor tools, and ERP, CRM, PSA, and portal integrations
    • 2–4 years of experience with Dynamics 365 F&O General Ledger, Accounts Payable, or ExFlow AP
    • Alternatively, 2–4 years of experience with Certinia Quote to Order, Project Scope to Closure, Forecasting and Revenue Recognition, or Personas
    • Strong analytical, strategic, and problem-solving capabilities
    • Experience with business process modeling, requirements elicitation, and gap analysis
    • Ability to manage multiple concurrent workstreams and shifting priorities
    • Excellent interpersonal, written, verbal, presentation, and facilitation skills
    • Experience conducting interviews, workshops, and discovery sessions
    • Experience building relationships with business units, partners, and executives
    • Broad business and technical knowledge connecting people, processes, and tools
    • Direct end-user support experience with Dynamics 365 F&O or Certinia
    • Must be a US citizen
    • Background in accounting and financial systems
    • Experience with Salesforce, CPQ, Vertex, ExFlow, or Xait
    • Certified Scrum Master certification with at least three applied years
    • Certified Business Analysis Professional certification with at least three applied years

    Presidio Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Presidio and has not been reviewed or approved by Presidio.

    • Strong & Reliable Incentives Variable compensation in sales and adjacent roles can materially lift total earnings when targets are met. On‑target earnings are portrayed as attractive for roles like account executives and sales engineers, with notable upside for top performers.
    • Leave & Time Off Breadth Flexible or "unlimited" PTO is available in many groups. Remote and hybrid flexibility further broaden schedule control.
    • Inclusive Benefits Coverage The package includes adoption assistance, parental leave, fertility benefits, ERGs, commuter benefits, tuition assistance, and paid training. These offerings complement core medical, dental, vision, life/disability, and 401(k) coverage.

    Presidio Insights

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    The Company
    HQ: New York, NY
    3,150 Employees

    What We Do

    Presidio is a leading global digital systems integrator developing innovative technology solutions to help clients digitally transform their business. We specialize in simplifying IT by modernizing data, applications and infrastructure. Our full lifecycle model of professional and managed services power resilient cloud, security, infrastructure modernization and workforce transformation solutions for 7,000 middle market, enterprise and government clients. With an industry-leading 3:1 ratio of engineers to salespeople, we are uniquely positioned to develop and manage world-class business solutions at consumer speed. Partnering with Presidio allows organizations to capture new digital revenue streams while focusing on their core business. We handle the technical complexity and match spend to business value through flexible payment and consumption solutions.

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