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Lead Business Analyst, EFS

Location: Houston, Texas

Department: Information Technology

Job Type: Full-Time, Regular

Travel: 10%

Company: The Friedkin Group


Why Join Us?


  • Career Development: Grow your career with leadership opportunities and professional development.
  • Culture of Excellence: Join a supportive team where your ideas are valued, and innovation is encouraged.
  • Comprehensive Benefits: Enjoy a competitive benefits package to meet both your personal and professional needs.


Total Rewards:


We offer a competitive and fair compensation structure that includes base salary and performance-based rewards. Our benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. To learn more, check out our Benefits page.


Role Overview:


The Lead Business Analyst will support and optimize Microsoft Dynamics 365 Finance & Operations (D365 F&O) and Dynamics AX 2012 for financial and accounting functions. This role will involve collaborating with business users, IT teams, and third-party vendors to analyze business processes, resolve system issues, and contribute to system enhancements. As a key member of the Dynamics 365 F&O upgrade project, you'll assist with data migration, testing, and training efforts to ensure a smooth transition from Dynamics AX 2012.


Key Responsibilities:


  • ERP System Support: Act as an SME for Dynamics 365 F&O and AX 2012 within finance and accounting teams. Troubleshoot and resolve system issues, escalating complex cases as needed.
  • Financial Modules Expertise: Provide guidance on modules such as General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, and Procurement. Support financial reporting using SSRS, Financial Reporter, and Power BI.
  • Data & Integration Management: Collaborate with IT teams to support integrations between D365 F&O and external systems. Perform data validation and reconciliation during migration.
  • System Testing & Enhancements: Test new features, patches, and upgrades, documenting changes and their impact on business processes.
  • Collaboration: Work with cross-functional teams to align ERP solutions with business needs. Provide mentorship to junior analysts and end users.


What We Need From You:


  • Education: Bachelor’s degree in Accounting, Finance, Information Systems, or related field.
  • Experience: 8+ years working with Microsoft Dynamics 365 F&O or AX 2012.
  • Skills & Expertise:
  • Strong knowledge of SSRS, Power BI, and Financial Reporting tools.
  • Deep understanding of Dynamics 365 F&O modules and business processes.
  • Experience in data migration, integrations, and ERP support.
  • Proficiency in analyzing ERP issues and implementing solutions.
  • Certifications (Preferred):
  • Microsoft Dynamics 365 Finance & Operations Functional Consultant Associate
  • Other Skills: Excellent communication, problem-solving, and stakeholder management skills.


Physical and Environmental Requirements:

  • Ability to analyze data, communicate effectively, and remain stationary for extended periods. Occasional lifting of up to 25 pounds.


Travel Requirements:

  • 10% travel for business trips, including out-of-state visits.


Equal Employment Opportunity:


The Friedkin Group is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive work environment. Reasonable accommodations are available for individuals with disabilities. For assistance, contact us at [email protected].

We seek candidates who are legally authorized to work in the U.S. without sponsorship.

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August 5, 2025
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