Acumatica Business Analyst

Requirements

Must-have

• 3+ years of Business Analyst experience on ERP / accounting / operations projects (implementation, optimization, or major enhancements)
• Strong understanding of business process mapping (Order-to-Cash, Procure-to-Pay, Record-to-Report; inventory/manufacturing a plus)
• Working knowledge of accounting fundamentals (GL, AP, AR, cash management, revenue recognition basics)
• Proven ability to write clear requirements artifacts:
• – user stories / acceptance criteria
• – functional specs
• – process flows (BPMN or similar)
• – test cases / UAT scripts
• Experience collaborating with developers and solution architects (translate business needs into functional + data requirements)
• Comfortable with data analysis:
• – Excel (advanced)
• – ability to interpret datasets, reconcile transactions, validate outcomes
• Strong stakeholder skills: run workshops, manage scope, prioritize backlog, communicate tradeoffs
• Excellent written and verbal English

Strongly preferred

• Prior work with any ERP: NetSuite, Dynamics 365, SAP, Oracle, Sage, Odoo, etc.
• Familiarity with reporting concepts: dashboards, financial reporting, management reporting
• Understanding of integrations: REST/SOAP APIs, file imports/exports, middleware concepts
• Experience with implementation partners/VARs and client-facing delivery

Nice-to-have (Acumatica-specific but not required)

• Acumatica experience (Financials, Distribution, Project Accounting, Construction, etc.)
• Knowledge of Acumatica concepts: Screens, GIs (Generic Inquiries), Workflows, Role-based access, Import Scenarios
• Exposure to Acumatica customization model (high level) and release testing

Key Responsibilities

• Become an expert in Acumatica OOTB functionality and recommend best-fit solutions before custom development
• Lead discovery to document as-is processes, define to-be processes, and identify gaps
• Translate business needs into efficient customization designs, focusing on simplicity, maintainability, and upgrade-safe patterns
• Produce developer-ready specs and validate delivered functionality through UAT and regression checks
• Maintain a structured backlog in Jira and ensure clarity of scope, priorities, and acceptance criteria

Learning Expectation

• Willingness to complete structured onboarding and become proficient in Acumatica within 60–90 days (navigation, core modules, workflows, reporting, common configuration patterns)