IT Functional Analyst - Finance

Job Description

Job 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.
• Experience with other Dynamics 365 and Azure-related platforms and products, such as Power BI and PowerApps.
• Map current processes, identify gaps, and recommend improvements leveraging Dynamics 365 capabilities.
• Translate business requirements into functional specifications.
• Primary focus on Finance, HR, and other related Functional areas of the company
• 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.
• Work in collaboration with the organization to understand business issues, identify new valuable areas of analysis and develop reports that analyze data warehouse information to support effective rapid decision-making.
• 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.

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 preferred. The ability to both take directions and work with minimal supervision is required for this position.

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
• Experience with Microsoft Dynamics 365 platform, particularly Finance
• Proficiency in process mapping, requirements documentation, and solution design
• Experience with data analysis and reporting tools
• 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