Senior Business Analyst

We are seeking a Senior Business Analyst to optimize and support our financial systems, with primary focus on NAVOne/Dynamics 365. This role is critical in driving operational efficiency within the finance department and supporting the company's continued growth.

Key Responsibilities

• Lead optimization of financial processes within NAVOne to improve efficiency and reduce manual intervention

• Develop enhanced reporting capabilities for real-time financial data and decision-making support

• Provide frontline support and training for NAVOne to finance personnel across all business units

• Support Bolder Group CRM and Client Platforms development, including payment integration and invoice management

• Assist with system integration during acquisitions and provide ongoing support to new business units

• Manage Client Accounting systems supporting the Private Client business line

• Ensure consistent support across multiple time zones and NAVOne versions

Technical Experience

• Minimum 4 years of hands-on experience with Finance Systems

• Minimum of 5 years experience working with wealth management financial systems

• Experience with NAVOne Finance functionality

• Microsoft Dynamics experience

• Microsoft Power Platform experience

• Deep understanding of NAVOne/Dynamics 365 system architecture

Skills & Competencies

• Proven expertise in financial systems optimization and process improvement

• Strong analytical and problem-solving abilities

• Excellent communication and training capabilities

• Experience supporting 150+ active system users

• Knowledge of portfolio and client accounting principles