IT Functional Analyst - Finance
Listed on 2026-05-18
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IT/Tech
Data Analyst, IT Business Analyst
Austell Pathfinder
2865 Log Cabin Drive SE
Smyrna, GA 30339, USA
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.
WhatYou 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.
- 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 Power Apps.
- 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 area
s 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.
- Participate in required safety program, and work in a safe manner.
- Additional duties as assigned by manager.
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
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…
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