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Senior ERP Business Analyst

Trio is a global sustainability and energy advisory company that helps large commercial, industrial, and institutional organizations navigate the clean energy transition. We provide integrated strategy and implementation services – in sustainability, renewables, energy procurement, conventional supply, energy optimization and transportation electrification – to help the world’s largest organizations meet their strategic, financial, and sustainability goals.

 

The Trio family of companies are wholly owned subsidiaries of Edison International (NYSE: EIX). 



Position Overview:


As a member of the Technology team, the Senior ERP Business Analyst will be responsible for teaming with business stakeholders to continually improve and support the company’s Dynamics Finance and Operations and interfacing systems. You will be responsible for identifying opportunities to leverage D365 to improve processes, gather relevant requirements, design solution, configuration, implementation, and training.


The position is responsible for documenting requirements, collaborating with business partners to determine solutions, creating, maintaining, and tracking project plans, delivery of solutions and on-going support functions. Additionally, the Senior ERP Business Analyst will support the ongoing monitoring of level 2 and 3 support items to ensure systems and interfaces are operating as designed and data integrity is maintained.


This is a full-time permanent position working remotely in Mexico.


Job Responsibilities
  • Collaborate with business stakeholders and IT leadership to continually identify opportunities for improvement.
  • Define how the ERP and other integrated applications such as CRM can improve business activities, workflows, processes leading to more efficient and reliable operations.
  •  Lead the requirements, design, test, deployment and adoption of new feature and enhancement development.
  • The role is responsible for documenting requirements, collaborating with business partners to determine solutions, creating, maintaining, and tracking project plans, delivery of solutions and on-going support functions.
  • Support the ongoing monitoring of level 1 and 2 support items to ensure systems and interfaces are operating as designed and data integrity is maintained.
  • Lead user acceptance testing (UAT) test case development and processes.
  • Engage with the business leaders to develop change management and new feature adoption plans. Includes establishing metrics to measure adoption and assisting with the tracking of those metrics.
  • Support the business with documenting processes and controls as it relates to D365 F&O.


Required Experience and Qualifications:
  • Bachelor’s degree, Business Administration, Information Technology, Finance or Computer Science or related field (or equivalent work experience). 
  • 7+ years of relevant work experience, including technical and business analysis experience. 
  • 3-5+ years’ experience configuring and developing in Microsoft Dynamics Finance and Operations, SAP, Oracle or comparable. Working experience with Microsoft Dynamics Finance and Operations is strongly desired.
  • Experience working in project-based organizations is a strong plus, particularly in environments where project accounting is a core business function. Microsoft Dynamics Finance and Operations Project Management and Accounting in strongly desired.
  • PowerBI or comparable applications and solutions a strong plus 
  • Extensive experience as a Business Analyst with strong business acumen and the ability to develop solutions to solve complex business problems. 
  • Demonstrated ability to assess and translate business needs into requirements and systems design documents and user-stories that feed the development processes. 
  • Effective meeting/workshop facilitation skills in both one-on-one and group settings. 
  • Exhibits strong analytical and problem-solving skills. 
  • Good interpersonal and communication skills.
  • Ability to guide business leaders in adopting best practices and implementing strong, scalable processes to drive operational efficiency.
  • Ability to meet and coordinate multiple tasks and tight deadlines. 


Key Competencies:
  • Must work well in a dynamic environment and be comfortable adapting to changing business needs. 
  • Strategic thinker capable of establishing a clear intent and direction. 
  • Strong organization and process-oriented skills. 
  • Demonstrated ability to multi-task in a high-paced environment. 
  • Outstanding attention to detail while working on multiple projects with competing timelines. 
  • Ability to work independently on aggressive schedules and be self-motivated. 
  • Ability to understand and communicate complex technical concepts to a cross-disciplinary audience, both in writing and in presentation skills. 
  • Must work well in a remote team environment. 
  • Aptitude for analytical thinking, attentive to detail, and able to stay organized across multiple workstreams. 
  • Strong interpersonal skills with the ability to communicate and present effectively 
  • Effectively solves problems and conflicts, thrives in collaborative environments.   



#LI-Remote


Competitive Benefits Available


Trio is committed to building a diverse and inclusive workplace. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national original, age, disability, protected veteran status or any other protected status.    

  

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.      

  

NOTE: Trio is not the same company as Southern California Edison, the utility, and Trio is not regulated by the California Public Utilities Commission. 

Average salary estimate

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$120000K

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What You Should Know About Senior ERP Business Analyst, TRIO

Join the Trio team as a Senior ERP Business Analyst! As part of a global sustainability and energy advisory company, you will play a key role in helping businesses transition to clean energy solutions. In this remote position based in Mexico, you will collaborate closely with business stakeholders to enhance our Dynamics Finance and Operations systems and other integrated applications, ensuring that they support our goals of sustainability and operational excellence. Your expertise will be pivotal in defining requirements, designing solutions, and monitoring the implementation of new features while maintaining data integrity. Not only will you document processes and controls in relation to D365, but you’ll also manage project plans, lead user acceptance testing, and engage with business leaders on change management. With a strong emphasis on analytical thinking and problem-solving, you’ll need to have a deep understanding of how technology can optimize workflows and drive efficiency. This is a fantastic opportunity for someone with extensive experience in Microsoft Dynamics Finance and Operations and a passion for making a difference in the clean energy sector. If you’re looking for a role that combines technology, strategic thinking, and a commitment to sustainability, then look no further than Trio.

Frequently Asked Questions (FAQs) for Senior ERP Business Analyst Role at TRIO
What responsibilities does a Senior ERP Business Analyst at Trio have?

As a Senior ERP Business Analyst at Trio, your primary responsibilities include collaborating with business stakeholders and IT leadership to identify opportunities for improvement in our Dynamics Finance and Operations systems. You will define how ERP and integrated applications can enhance business processes, lead requirements and design sessions, and ensure effective deployment and user acceptance testing of new features. Additionally, you’ll monitor system performance, document processes, and support ongoing training and change management strategies, ensuring data integrity in everything you do.

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What qualifications are needed for the Senior ERP Business Analyst position at Trio?

To qualify for the Senior ERP Business Analyst position at Trio, candidates should possess a Bachelor's degree in Business Administration, Information Technology, Finance, or a related field, along with 7+ years of relevant experience. Strong proficiency in Microsoft Dynamics Finance and Operations is highly desirable, especially with 3-5 years of configuration experience. Candidates with a background in project-based organizations or experience with project accounting will find their skills especially valuable at Trio.

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How does the Senior ERP Business Analyst role at Trio support business process improvements?

The Senior ERP Business Analyst role at Trio plays a crucial role in supporting business process improvements by identifying and implementing enhancements in Dynamics Finance and Operations. By engaging with stakeholders, documenting requirements, and configuring the ERP system, you will contribute to more efficient workflows and processes. Your analytics skill will help translate complex business needs into actionable solutions, ultimately driving operational excellence within the company.

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What is the work environment like for the Senior ERP Business Analyst at Trio?

The work environment for the Senior ERP Business Analyst at Trio is remote, allowing you the flexibility to work from anywhere in Mexico. The culture at Trio promotes collaboration and inclusivity, as you will be part of a dynamic team dedicated to sustainability and energy solutions. You'll have the opportunity to work in a fast-paced atmosphere while engaging with team members across various disciplines, making it vital that you have strong communication skills and the ability to adapt to changing business needs.

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What kind of skills can help a Senior ERP Business Analyst thrive at Trio?

To thrive as a Senior ERP Business Analyst at Trio, you'll need a blend of technical and interpersonal skills. Strong analytical abilities and a deep understanding of ERP systems are crucial for solving complex business problems. The role also demands effective communication, as you will regularly interact with business leaders to guide them on implementing best practices. Being adaptable in a dynamic environment while managing multiple tasks will set you up for success in this impactful position.

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Common Interview Questions for Senior ERP Business Analyst
Can you describe your experience with Microsoft Dynamics Finance and Operations?

In your response, focus on specific projects where you utilized Microsoft Dynamics Finance and Operations. Share examples of how you configured the ERP system to meet business requirements, including any challenges faced and how you overcame them. Demonstrating your expertise in both technical and business analysis will highlight your suitability for the Senior ERP Business Analyst position.

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How do you gather and document requirements from stakeholders?

Begin by explaining your approach to stakeholder engagement, including techniques you use for effective communication and relationship building. Describe how you lead workshops or interviews to gather information, and detail your process for documenting those requirements in a clear and actionable format. Providing specific examples from your experience will illustrate your capability in this area.

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What strategies do you employ to ensure successful user acceptance testing (UAT)?

Discuss your methods for developing UAT test cases, including how you involve stakeholders in the testing process. Emphasize the importance of clear communication about testing objectives, timelines, and metrics for success. Sharing outcomes from previous UAT experiences will also illustrate the effectiveness of your strategies.

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How do you handle conflicting priorities and tight deadlines?

Outline your time management skills and techniques for prioritizing tasks effectively. Provide examples where you successfully balanced multiple projects, highlighting ways you maintain focus and meet deadlines. Describe how you communicate with your team to manage expectations and ensure alignment across projects.

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Can you explain a complex technical concept to a non-technical audience?

In your answer, choose a technical concept related to ERP systems, such as data integration or system configuration. Break it down into simple terms, using analogies if necessary, to illustrate the concept's relevance to the audience. This question tests your communication skills and ability to make technical information accessible.

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What experience do you have with change management related to ERP implementations?

Share examples of how you have actively contributed to change management initiatives during ERP implementations. Highlight your role in creating training materials, developing adoption metrics, and engaging with end-users to foster a positive transition. Discussing specific outcomes will showcase your effectiveness in this area.

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Describe a time when you identified a significant improvement opportunity within an ERP system.

Choose a specific example where you identified and implemented an improvement within an ERP system. Detail the problem, the process you followed for analysis, the solution implemented, and the measurable outcomes achieved. This allows you to demonstrate analytical skills and the ability to drive change.

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What tools and methodologies do you use for project management?

Mention your familiarity with project management tools, such as Microsoft Project, JIRA, or Asana, and discuss any methodologies you are experienced with, such as Agile or Waterfall. Provide examples of how these tools and methods assist you in managing timelines, resources, and stakeholder communications effectively.

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How do you ensure data integrity within ERP systems?

Discuss your approach to maintaining data integrity, which may include routine audits, validation processes, and checks within the system. Highlight any tools or techniques you've used to monitor data quality and describe how you communicate data standards to stakeholders to ensure ongoing compliance.

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What role does teamwork play in your success as a Senior ERP Business Analyst?

Emphasize the importance of collaboration in your work as a Senior ERP Business Analyst. Share examples of how you’ve effectively collaborated with cross-functional teams, balancing different perspectives to achieve a common goal. Highlighting your interpersonal skills will showcase your value in a team-oriented environment.

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Full-time, remote
DATE POSTED
March 29, 2025

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