Business Systems Analyst (Acumatica ERP)

Acumatica ERP Administration & Finance Operations (50%)

•  Serve as the primary Acumatica administrator: configuration, user access, workflows, and module settings across Finance and related functional areas.

•  Design and implement Finance solutions using Acumatica functionality — Generic Inquiries, custom reports, approval workflows, and push notifications.

•  Support and optimize core Finance workflows: accounts payable, accounts receivable, project accounting, billing, and financial reporting.

•  Partner with Finance to define requirements, document processes, and deliver Acumatica enhancements that improve data quality and operational efficiency.

•  Troubleshoot and resolve Acumatica issues; coordinate Acumatica support while building internal capability over time.

•  Maintain and improve Acumatica TEST environment discipline — validating all configurations in TEST before promoting to Production.

Integration Ownership — Celigo / SAP Concur / Acumatica (25%)

•  Own the integrity and operational health of the Concur–Acumatica integration layer via Celigo.

•  Monitor integration flows for errors, investigate root causes, and coordinate resolution — serving as the primary triage owner.

•  Lead integration change governance: ensure Finance and IT follow formal intake processes before initiating vendor or system changes.

•  Document integration architecture, field mappings, data flows, and change history to enable internal troubleshooting without vendor dependency.

•  Identify and lead improvement initiatives: API version migrations, automation of manual reconciliation steps, reduction of error-prone batch processes.

•  Manage SAP Concur configuration and user administration in support of AP invoice processing workflows.

Salesforce CRM Administration & Business Analysis (25%)

•  Serve as the Salesforce administrator: user management, profiles, permission sets, security model, and full configuration lifecycle.

•  Design, build, and deploy custom objects, fields, page layouts, flows, validation rules, and reports/dashboards in support of the BD lifecycle.

•  Configure and maintain Sales Cloud for pipeline management, opportunity tracking, forecast accuracy, proposal generation, and contract execution.

•  Lead the future-state design and delivery of a Salesforce-to-Acumatica integration — closing the loop between BD opportunity data and project accounting. This integration does not currently exist and will be a significant initiative for this role to define and execute.

•  Engage Finance and BD stakeholders to document current-state processes, capture requirements, and produce functional specifications precise enough for developers to execute without repeated clarification.

•  Build and maintain reports and dashboards via Acumatica GIs and Power BI providing Finance and BD leadership with timely, accurate insights.

•  Communicate project status, risks, and outcomes clearly to both technical teams and senior non-technical stakeholders including Finance leadership.

QUALIFICATIONS

•  5+ years in a business analyst, systems analyst, or systems administrator role supporting ERP and/or CRM platforms.

•  Required — Minimum 2 years hands-on Acumatica configuration: Generic Inquiries, workflows, user management, and Finance module administration. Candidates without direct Acumatica experience will not be considered.

•  Required — Hands-on SAP Concur experience in invoice processing, AP workflows, or system administration.

•  Hands-on Salesforce administration experience including configuration, flow automation, and reporting; demonstrated ability to build and deploy solutions independently.
 

•  Acumatica certification or formal Acumatica training.

•  Salesforce Administrator certification; Advanced Administrator or Platform App Builder certifications a further asset.