Acumatica Business Analyst

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 criteriafunctional specsprocess flows (BPMN or similar)test cases / UAT scripts
  • 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
  • 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).