Business Systems Analyst

Description

Summary:

The Business Systems Analyst leads business systems and process improvement for Accounting, Procurement, Sales, and Customer Service. Working directly with department leaders, this role maps how work gets done, identifies measurable opportunities for improvement, and designs solutions using standard ERP functionality first, followed by Microsoft 365, AI, or other tools where appropriate. The position serves as the functional analyst for finance, procurement, and order management within IFS and manages configuration and adoption for Microsoft Dynamics 365 CRM.

Key Function Areas of Responsibility:

• Business process analysis and continuous improvement.
• Functional ownership of assigned IFS ERP processes.
• Microsoft Dynamics 365 CRM administration and adoption.
• Solution design, requirements, testing, and change control.
• Business-user training, support, and subject matter expert development.
• Cross-functional coordination with department leaders, internal IT, and implementation partners.

Responsibilities:

Process Analysis and Improvement

• Maps current-state and future-state processes with department leaders and measures friction through time, errors, rework, and handoffs before and after each change.
• Leads end-to-end process design for procure-to-pay and order-to-cash, coordinating with the Senior Manager, Corporate Business Systems on warehouse-related steps.
• Identifies work performed outside the ERP, including spreadsheets, email, and side lists, and recommends whether it belongs in IFS, a lighter tool, or outside company systems.
• Maintains an adoption score and opportunity register for each assigned department, measuring adoption from system data and tracking opportunities, decisions, and expected value for quarterly review with department leaders.
• Partners with the Data & Analytics Lead to define reporting and data requirements before process designs are finalized and to identify steps that can be removed or automated.

Solution Design and Systems Administration

• Recommends standard IFS or Dynamics 365 functionality as the default solution and prepares a written business case for customizations, extensions, or third-party tools.
• Documents material solution tradeoffs and obtains required approval when a decision affects financial controls, inventory planning, system access, shared data, integrations, or new spending.
• Configures supported IFS tailoring tools, including custom fields, workflows, pages, lobbies, and event actions, and regression-tests configurations under change control for releases and service updates.
• Designs role-based access for assigned departments and maintains access templates by job role.
• Administers Microsoft Dynamics 365 CRM, including users, security roles, Dataverse tables and fields, forms, views, business process flows, and Power Automate flows.
• Maintains the CRM enhancement backlog based on system-owner priorities and coordinates partner delivery.
• Defines integration requirements between Dynamics 365 and IFS, monitors the integration with implementation partners, and preserves IFS as the system of record.
• Establishes and reports CRM adoption and usage measures and identifies results that indicate a training, communication, or process-design need.

Testing, Change Control, and Support

• Serves as functional analyst for finance, procurement, and order management during IFS upgrades, including design workshops, data validation, testing, training-needs identification, and cutover readiness.
• Writes specifications and testable acceptance criteria for partner-built code, custom projections, integrations, and other technical work and accepts or rejects completed work against the approved specification.
• Manages escalations from department subject matter experts and process issues from assigned departments through resolution with internal teams and implementation partners.
• Meets committed delivery dates, raises risks early, and tracks whether process and adoption improvements produce measurable results.

Training and Cross-Functional Coordination

• Co-owns IFS competency standards and the subject matter expert network with the Senior Manager, Corporate Business Systems.
• Delivers ongoing team-level training and awareness for IFS and Dynamics 365 and leaves users able to perform the work independently.
• Backs up the Senior Manager, Corporate Business Systems during absences and testing activities and provides reciprocal coverage as assigned.
• Other duties as assigned.

Requirements

Requirements/Qualifications:

• Bachelor’s degree or a minimum of four years of equivalent relevant experience required.
• Four or more years of experience in business systems analysis, ERP or CRM functional roles, or similar work preferred.
• Experience with ERP processes in a product-based business, such as manufacturing, distribution, or supply chain, required.
• Experience mapping business processes, gathering requirements, and writing clear specifications required.
• Experience training business users required.
• Ability to work on-site at the Tulsa, Oklahoma headquarters and travel occasionally to company facilities, up to approximately 10%, required.
• Functional ERP experience in at least two of the following areas preferred: finance and accounting, procurement, and order management.
• CRM administration experience preferred. Microsoft Dynamics 365 is preferred; Salesforce or HubSpot experience will be considered.
• Experience supporting at least one ERP or CRM implementation or major upgrade through testing and go-live preferred.
• Experience with process mapping methods such as swimlane diagrams or BPMN and specifications with testable acceptance criteria preferred.
• Working knowledge of ETL, integration mapping, basic SQL, Lean or continuous improvement methods, and role-based access concepts preferred.
• Experience with IFS Applications or IFS Cloud, Microsoft Power Platform, Dataverse, Power Automate, Microsoft Copilot, Claude, or other agentic AI workflows preferred.
• Chemical manufacturing or distribution experience preferred.
• Strong communication, facilitation, problem-solving, and training skills, with the ability to work effectively across departments and with external implementation partners.
• Ability to manage competing priorities, work from a plan, document decisions and tradeoffs, and raise risks early.

Physical Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit, use a computer and other office equipment, communicate verbally and in writing, and move throughout an office environment. The employee is occasionally required to stand, walk, and visit warehouse or production areas during company-facility visits.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position is primarily office-based at the Tulsa, Oklahoma headquarters.
• Occasional visits to warehouse and production facilities are required.
• While in operational areas, the employee must follow site safety procedures and wear required Personal Protective Equipment.