Coolsoft
Business Analyst Excel ERP Data Warehouse Documentation Skills Stakeholder Manag
Coolsoft, Raleigh, North Carolina, United States, 27601
Overview
Job Title: Business Analyst / Project Manager Financial Systems (NC DPI) Location: Raleigh, NC Job Type: Contract Duration: 12 Months Start date: 09/08/2025 End Date: 09/04/2026 Submission deadline: 09/05/2025 Client Info: NCDPI Open Date: 29-Aug-2025 Description:
Note:
Analyst: Business Analyst, Accounting Principles, SQL - Microsoft, Excel ERP Data Warehouse Documentation S Key Responsibilities
Facilitate and lead requirement-gathering sessions to capture clear, validated, and prioritized business and technical needs. Analyze K12 financial data (budget, allotments, expenditures, revenues, payroll, and grants). Translate business needs into functional requirements, user stories, system specifications, and business process documentation. Coordinate and support the design, testing, and implementation of new financial data systems, dashboards, and reporting tools. Develop and maintain business process flows, requirements traceability, data dictionaries, and user guides. Support compliance reporting (state and federal) by ensuring accuracy and integrity of data submissions. Partner with developers and data engineers to ensure business rules and calculations are properly implemented in systems. Identify opportunities for process improvements and recommend solutions to product teams to improve efficiency and data quality. Provide training, knowledge transfer, and support to financial staff and end users. Serve as liaison between business stakeholders and technical teams to ensure clarity, alignment, and shared understanding of goals. Apply project management discipline (scope tracking, issue management, timelines) to maintain alignment and support iterative delivery. Qualifications
Bachelors degree in Business Administration, Finance, Accounting, Information Systems, or related field. 58+ years of experience as a Business Analyst or hybrid BA/PM, preferably in financial systems or education sector. Strong understanding of financial data, accounting principles, budgets, and grants. Proficiency in SQL, Excel, and financial data analysis tools. Experience with ERP, data warehouses, or financial management systems. Exceptional documentation skills (requirements, user stories, test cases, process mapping). Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively. Familiarity with state or federal financial reporting requirements (preferably education/K12 sector). Preferred certifications: PMI-PBA (Professional in Business Analysis), PMP (Project Management Professional), AgileBA, or equivalent. Preferred Skills
Experience with K12 education finance (allotments, funding formulas, payroll, grants). Knowledge of NC DPI financial systems, allotments, and reporting processes. Exposure to Snowflake, Oracle, or other cloud-based data systems. Familiarity with Agile/SDLC methodologies, with ability to apply iterative approaches to requirements and delivery. Contact: Call 502-379-4456 Ext 100 for more details. Please provide Requirement id: 154924 while calling. EOE Protected Veterans/Disability #J-18808-Ljbffr
Job Title: Business Analyst / Project Manager Financial Systems (NC DPI) Location: Raleigh, NC Job Type: Contract Duration: 12 Months Start date: 09/08/2025 End Date: 09/04/2026 Submission deadline: 09/05/2025 Client Info: NCDPI Open Date: 29-Aug-2025 Description:
Note:
Analyst: Business Analyst, Accounting Principles, SQL - Microsoft, Excel ERP Data Warehouse Documentation S Key Responsibilities
Facilitate and lead requirement-gathering sessions to capture clear, validated, and prioritized business and technical needs. Analyze K12 financial data (budget, allotments, expenditures, revenues, payroll, and grants). Translate business needs into functional requirements, user stories, system specifications, and business process documentation. Coordinate and support the design, testing, and implementation of new financial data systems, dashboards, and reporting tools. Develop and maintain business process flows, requirements traceability, data dictionaries, and user guides. Support compliance reporting (state and federal) by ensuring accuracy and integrity of data submissions. Partner with developers and data engineers to ensure business rules and calculations are properly implemented in systems. Identify opportunities for process improvements and recommend solutions to product teams to improve efficiency and data quality. Provide training, knowledge transfer, and support to financial staff and end users. Serve as liaison between business stakeholders and technical teams to ensure clarity, alignment, and shared understanding of goals. Apply project management discipline (scope tracking, issue management, timelines) to maintain alignment and support iterative delivery. Qualifications
Bachelors degree in Business Administration, Finance, Accounting, Information Systems, or related field. 58+ years of experience as a Business Analyst or hybrid BA/PM, preferably in financial systems or education sector. Strong understanding of financial data, accounting principles, budgets, and grants. Proficiency in SQL, Excel, and financial data analysis tools. Experience with ERP, data warehouses, or financial management systems. Exceptional documentation skills (requirements, user stories, test cases, process mapping). Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively. Familiarity with state or federal financial reporting requirements (preferably education/K12 sector). Preferred certifications: PMI-PBA (Professional in Business Analysis), PMP (Project Management Professional), AgileBA, or equivalent. Preferred Skills
Experience with K12 education finance (allotments, funding formulas, payroll, grants). Knowledge of NC DPI financial systems, allotments, and reporting processes. Exposure to Snowflake, Oracle, or other cloud-based data systems. Familiarity with Agile/SDLC methodologies, with ability to apply iterative approaches to requirements and delivery. Contact: Call 502-379-4456 Ext 100 for more details. Please provide Requirement id: 154924 while calling. EOE Protected Veterans/Disability #J-18808-Ljbffr