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KDG · 1 month ago

Senior Business Analyst \- Accounting & ERP Systems

Allentown, Pennsylvania, United States

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $105K/yr

7+ years exp

KDG is a technology firm that has been building its accounting services practice for over six years. They are looking for a Senior Business Analyst and Accountant to lead projects focused on designing and optimizing ERP and business management platforms, ensuring alignment between financial and operational processes.

Cyber SecurityDigital MarketingSoftware

Responsibilities

Analyze and interpret financial, operational, and sales data to support client decision-making and optimize business performance

Evaluate and refine ERP system functionality by reviewing workflows, mapping processes, and identifying areas for automation and improvement

Collaborate daily with clients, internal teams, and technical stakeholders to clarify business needs and translate them into actionable system requirements

Support accounting operations by reviewing processes, ensuring compliance, and recommending improvements to financial workflows

Work closely with sales and customer operations teams to understand quoting, order management, and pipeline-to-cash processes and ensure proper system integration

Perform detailed data analysis and documentation, including business requirements, process maps, system configurations, and testing scenarios

Lead and participate in discovery calls, requirements sessions, and workflow workshops to gather insights and align stakeholders

Troubleshoot system issues and evaluate root causes, recommending solutions that enhance efficiency and data accuracy

Coordinate with developers, project managers, and QA teams to ensure requirements are understood, built correctly, and validated through structured testing

Continuously monitor client system performance, identifying opportunities for optimization, improved reporting, and enhanced user experience

Qualification

Accounting experienceERP systemsQuickBooks proficiencyAdvanced Excel skillsFinancial workflows knowledgeProblem-solving skillsOrganizational skillsAttention to detailProject leadership

Required

7+ years of accounting experience, with strong knowledge of financial workflows and GAAP

Experience with manufacturing, inventory, and ERP systems required

Foundational understanding of sales operations (quoting, order management, pipeline-to-cash)

Foundational understanding of service-based operations and inventory fulfillment

Expert-level proficiency in QuickBooks Online and Desktop; Zoho Books and Sage preferred

Advanced Excel skills for reporting and data analysis

Strong problem-solving, organization, and prioritization abilities

High attention to detail in financial analysis and documentation

Proven project leadership skills, with clear and consistent communication

Preferred

Experience in software development, project management, or planning preferred

Benefits

Fully-paid medical, vision and dental for you and your family with company funded HRA reimbursement for office visits, urgent care and emergency room copayments.

Our competitive company-matched 3:9% contribution retirement program.

PTO

Company paid short- and long-term disability and life insurance.

Education reimbursement for relevant activities and continued education learning.

Flexible work scheduling.