Senior Business Analyst - Accounting & ERP Systems

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https://kyledavidgroup.zohorecruit.com/jobs/Careers/251716000008859637/Senior-Business-Analyst---Accounting-ERP-Systems?source=CareerSite

Job Description

After building and evolving our accounting services practice for the last 6+ years, we are excited to announce that we are seeking a highly motivated and team-centric Senior Business Analyst and Accountant to join our team. Being a part of the KDG team, you’ll gain the opportunity to hone your professional services in all facets of the organization, work alongside our sizable team of well-established and well-credentialed accounting professionals and unlock new standards of growth and advancement. Even more, you will get to fully embrace your charismatic nature and ultimately build a successful career backed by satisfaction from knowing your work has left lasting impacts throughout the community.

This is a hybrid position M-F 8am - 5pm, remote with at least one on-site day per month at the KDG office located in Allentown, PA.

KDG is seeking an experienced Senior Business Analyst and Accountant with deep expertise in technology-driven business solutions and ERP systems. As a professional services firm focused on digital transformation, much of our client work involves designing, implementing, and optimizing integrated ERP and business management platforms that connect financial, operational, and CRM processes. A strong understanding of business workflows and data architecture—particularly as they relate to accounting and inventory functions—is essential for success in this role.

As a Senior Business Analyst and Accountant at KDG, you will join our client services team to help lead and execute projects by completing the following:

• 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.The right candidate for this role would be an outgoing and passionate customer service advocate with a strong attention to detail. Candidates should be well versed in and efficiently using modern technology. This role is perfect for a dynamic self-starter with strong analytical skills who has experience delivering excellent customer service in a fast-paced environment

Requirements

• 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.

• 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.

Job Type: Full-time

Pay: $90,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Relocation assistance
• Vision insurance

Work Location: Hybrid remote in Allentown, PA 18104