Lead Business Analyst, EFS
Company: The Friedkin Group
Location: Simonton
Posted on: July 3, 2025
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Job Description:
Living Our Values All associates are guided by Our Values. Our
Values are the unifying foundation of our companies. We strive to
ensure that every decision we make and every action we take
demonstrates Our Values. We believe that putting Our Values into
practice creates lasting benefits for all of our associates,
shareholders, and the communities in which we live. Why Join Us
Career Growth: Advance your career with opportunities for
leadership and personal development. Culture of Excellence: Be part
of a supportive team that values your input and encourages
innovation. Competitive Benefits: Enjoy a comprehensive benefits
package that looks after both your professional and personal needs.
Total Rewards Our Total Rewards package underscores our commitment
to recognizing your contributions. We offer a competitive and fair
compensation structure that includes base pay and performance-based
rewards. Compensation is based on skill set, experience,
qualifications, and job-related requirements. Our comprehensive
benefits package includes medical, dental, and vision insurance,
wellness programs, retirement plans, and generous paid leave.
Discover more about what we offer by visiting our Benefits page. A
Day In The Life The Lead Business Analyst plays a key role in
supporting and optimizing Microsoft Dynamics 365 Finance &
Operations (D365 F&O) and Dynamics AX 2012 for financial and
accounting functions within TFG. This role involves analyzing
business processes, identifying system enhancements, supporting
integrations, and troubleshooting ERP-related issues. The Lead
Business Analyst will work closely with business users, IT teams,
and third-party vendors to ensure smooth operations, system
improvements, and effective reporting solutions. A strong
understanding of financial modules, data management, reporting
tools (SSRS, Power BI, Financial Reporter), and integrations is
essential. Additionally, this is a key role for the Dynamics 365
F&O upgrade project, configuring and setting up the system,
supporting testing, data migration, and training efforts to ensure
a successful transition from Dynamics AX 2012. As a Lead Business
Analyst, EFS you will: ERP System Analysis & Support Serve as a
subject matter expert (SME) for Dynamics 365 F&O and Dynamics
AX 2012, supporting finance, accounting departments, and shared
services teams. Analyze, troubleshoot, and resolve system issues,
escalating complex cases as needed. Work closely with business
users to gather requirements, configure system settings, and
recommend process improvements. Maintain system documentation,
configurations, and user guides to support ERP operations.
Financial Modules & Reporting Provide expertise in General Ledger,
Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets,
Organization Management, Treasury Automation Suite (ISV solution),
Procurement & Sourcing, and Cash & Bank Management modules. Support
SSRS, Financial Reporter (Management Reporter), and Power BI
reporting for financial and operational data insights. Assist in
financial period closing activities and troubleshooting posting
issues, reconciliations, and financial reporting discrepancies.
Integrations & Data Management Work with IT teams to support
integrations between Dynamics 365 F&O (AX 2012) and external
systems. Perform data validation, reconciliation, and migration
tasks to maintain system integrity. Support the Dynamics 365
upgrade project, assisting with data mapping, cleansing, and all
testing activities including unit testing, regression testing, and
user acceptance testing (UAT). Testing & System Enhancements
Participate in testing new features, patches, and upgrades to
ensure system stability. Document and communicate system
enhancements, configuration changes, and business impacts to key
stakeholders. Assist with user training and knowledge transfer for
ERP processes and best practices. Collaboration & Stakeholder
Engagement Work closely with finance, accounting, treasury,
procurement, and IT teams to align ERP solutions with business
needs. Support cross-functional projects related to finance
transformation, process automation, and reporting enhancements.
Provide technical guidance and mentorship to junior analysts and
Dynamics 365 F&O (AX 2012) users. What We Need From You
Bachelor’s degree in Accounting, Finance, Information Systems, or a
related field. Req 8 years of experience working with Microsoft
Dynamics 365 F&O and/or Dynamics AX 2012. Required Experience
with financial reporting tools (SSRS, Management Reporter, Power
BI). Required Experience with SQL queries, data extraction, and
reporting tools (SSRS, Power BI, Financial Reporter). Required
Strong functional and technical knowledge of financial modules in
Microsoft Dynamics 365 F&O / AX 2012. Familiarity with data
migration, integrations, and ERP support best practices.
Proficiency in Dynamics 365 F&O (or AX 2012) setup,
configuration and business processes (record to report, procure to
pay, order to cash). Understanding of finance business processes
(GL, AP, AR, FA, Budgeting, Procurement, Cash & Bank). Familiarity
with ERP integrations, data management, and reconciliation
processes. Knowledge of Microsoft Dynamics DMF, OData, business
events, or API integrations is preferred. Strong analytical and
problem-solving abilities to diagnose and resolve ERP issues.
Excellent communication and stakeholder engagement skills, able to
bridge the gap between business and IT teams. Ability to work
independently, manage multiple priorities, and drive process
improvements. Microsoft Dynamics 365 Finance & Operations
Functional Consultant Associate Preferred Physical and
Environmental Requirements The physical requirements described here
are representative of those that must be met by an associate to
successfully perform the essential functions of the job. While
performing the duties of the job, the associate is required on a
daily basis to analyze and interpret data, communicate, and remain
in a stationary position for a significant amount of the work day
and frequently access, input, and retrieve information from the
computer and other office productivity devices. The associate is
regularly required to move about the office and around the
corporate campus. The associate must frequently move up to 10
pounds and occasionally move up to 25 pounds. Travel Requirements
10% The associate is occasionally required to travel to other
sites, including out-of-state, where applicable, for business. Join
Us The Friedkin Group and its affiliates are committed to ensuring
equal employment opportunities, including providing reasonable
accommodations to individuals with disabilities. If you have a
disability and would like to request an accommodation, please
contact us at TalentAcquisition@friedkin.com. We celebrate
diversity and are committed to creating an inclusive environment
for all associates. We are seeking candidates legally authorized to
work in the United States, without Sponsorship. LI-BM1 HP125
Keywords: The Friedkin Group, Sugar Land , Lead Business Analyst, EFS, IT / Software / Systems , Simonton, Texas
