Job Title: Senior Business Analyst
Reports to: Controller
FLSA Status: Exempt
Position Purpose
The Senior Business Analyst leads functional support and process improvement between the company's Accounting and Operations teams and its Microsoft Dynamics 365 Business Central (BC) environment. This role owns escalated Business Central break/fix resolution for Accounting, Credit, Order Entry & Billing, and Accounts Payable users, and drives Excel automation and AI-enabled process improvement across the accounting function. Working alongside and providing guidance to a peer Business Analyst, and reporting to the Controller, this role brings deep working knowledge of the company's contracts and operational nuances to deliver business-aware system solutions and set standards for how the team supports the business.
Duties and Responsibilities
Business Central Support & Break/Fix Leadership
- Own escalated and complex Business Central issues for Accounting, Credit, Order Entry/Billing, and Accounts Payable users, determining root cause and the appropriate fix, workaround, or configuration change.
- Set the standard for triage and resolution across the break/fix log, distinguishing training gaps, process gaps, and true system defects, and directing the other Business Analyst on prioritization.
- Serve as the primary point of escalation to IT or the Business Central partner for issues requiring vendor involvement.
- Remain available for urgent issues during month-end close and other critical business cycles, and ensure adequate coverage across both Business Analysts during those periods.
Process Improvement & AI Strategy
- Identify manual, repetitive, or error-prone processes across Accounting and Operations and lead the design of automated or AI-assisted solutions.
- Build and maintain advanced Excel solutions (macros/VBA, Power Query, dynamic templates) to streamline reconciliations, reporting, and data transformation, and set standards for how these tools are built and maintained.
- Evaluate, select, and help govern AI tools and agents (e.g., document extraction, contract review support, workflow assistance, reconciliation checks), establishing guardrails, testing standards, and documentation practices in coordination with the Controller and accounting leadership.
- Mentor the other Business Analyst in building and maintaining AI-assisted and automated workflows.
Contracts and Business Knowledge
- Develop and maintain deep working knowledge of the company's commercial contracts, including order/ship transactions and percentage-of-completion project work, to support billing, revenue, and margin-related system decisions.
- Partner with the Controller and accounting team to understand branch/commission structures and acquisition integrations, and how these are reflected in Business Central.
- Serve as a resource to the other Business Analyst and other departments on the company's operational nuances across a multi-branch, multi-entity, acquisitive environment.
General Business Analyst Leadership
- Lead requirements-gathering sessions with business stakeholders and translate them into clear documentation (process maps, SOPs, functional specs).
- Own more complex ad hoc reporting, dashboard development, and data analysis requests across accounting and operational departments.
- Coordinate workload, coverage, and project assignments with the other Business Analyst, providing guidance and informal mentorship on systems knowledge and best practices.
- Establish and maintain documentation standards for processes, system configurations, and known issues to support internal controls and audit readiness.
- Assist with special projects or other duties as assigned by the Controller.
Position Requirements
Education & Experience
- Bachelor's degree in Business, Accounting, Information Systems, or related field preferred; associate degree with significant relevant experience considered.
- 5-8+ years of experience supporting Microsoft Dynamics 365 Business Central or a comparable Microsoft ERP system (NAV, GP, or similar) in a functional or business analyst capacity, including experience handling escalated or complex issues.
Skills & Attributes
- Advanced Microsoft Excel skills, including macros/VBA and complex formula design; strong Power Query experience required.
- Demonstrated experience applying AI tools to process improvement, including configuring, training, or governing AI agents in a business setting.
- Strong troubleshooting and root-cause mindset, able to distinguish user error, process gaps, and system defects, and to guide others in doing the same.
- Strong communicator and informal leader, comfortable working cross-functionally with Accounting, Credit, Order Entry/Billing, and Accounts Payable teams, and providing guidance to a peer analyst.
- Self-motivated and adaptable to evolving processes and acquisitions, with sound judgment on when to escalate risk to the Controller.
Physical Demands
- Standing: Frequently
- Walking: Frequently
- Sitting: Frequently
- Use of Hands/Fingers: Frequently
- Bending: Frequently
- Pushing/Pulling 12 lbs. or less: Occasionally
- Lifting/Carrying 10 lbs. or less: Occasionally
- Lifting/Carrying 11-20 lbs.: Rarely
- Reaching Outward: Frequently
- Reaching Above Shoulder: Occasionally
- Squatting/Kneeling: Occasionally
This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman & Hoffman, Inc.
Skills Required
- Bachelor's degree in Business, Accounting, Information Systems, or a related field; an associate degree with significant relevant experience may be considered.
- 5-8+ years of experience supporting Microsoft Dynamics 365 Business Central or a comparable Microsoft ERP system, including escalated or complex issue resolution.
- Advanced Microsoft Excel skills, including macros/VBA and complex formula design.
- Strong Power Query experience.
- Experience applying AI tools to process improvement, including configuring, training, or governing AI agents in a business setting.
- Strong troubleshooting and root-cause analysis skills, including distinguishing user errors, process gaps, and system defects.
- Strong communication and informal leadership skills, with the ability to work cross-functionally and guide a peer analyst.
- Ability to lead requirements gathering and create process maps, standard operating procedures, and functional specifications.
- Ability to develop reports, dashboards, and data analyses for accounting and operational departments.
- Ability to establish documentation standards supporting internal controls and audit readiness.
- Self-motivated, adaptable, and capable of exercising sound judgment when escalating risks.
What We Do
Since 1947, Hoffman & Hoffman, Inc. has served the Carolinas and Virginia in the selection and application of commercial and industrial heating, ventilation, air conditioning, filtration and direct digital control (DDC) systems. In Fall 2009, Hoffman & Hoffman, Inc. opened branch offices in Knoxville and Chattanooga, Tennessee. Hoffman & Hoffman represents manufacturers of the highest quality HVAC equipment and controls available on the market today. Through one of our (14) fourteen regional branch offices, our professional sales engineers can assist you in most commercial/industrial HVAC and filtration projects. We employ Certified Energy Managers (CEM), LEED accredited professionals and professional sales engineers dedicated to meeting the heating, filtration, ventilation and air conditioning needs of engineers, owners and contractors. Delivering engineered, flexible, economical and environmentally responsible solutions for commercial, industrial and institutional heating, ventilating, air conditioning and refrigeration requirements is our top priority.
