ERP Systems Analyst

Job Description

Job Description:\n\nGeorge J. Igel & Co., Inc.\n\nERP Systems Analyst\n\nReports to: IT Director FLSA Status: Exempt\nHours: 7:00 a.m. to 4:00 p.m. (One (1) Hour Lunch); occasional work outside normal business hours may be required for system maintenance, upgrades, or implementationsJob Location: 3500 Alum Creek Drive, Columbus, OH 43207. This is a 100% in-office position. Remote and hybrid work arrangements are not available for this role. Candidates must be able to regularly report to the Columbus, Ohio office. George J. Igel & Co., Inc. does not provide relocation assistance for this position.\n \nGeneral Overview:\nThe ERP Systems Analyst is responsible for supporting, maintaining, and improving the Company’s enterprise resource planning systems, with an immediate focus on Sage 300 Construction and Real Estate (Sage 300 CRE) and our supporting Microsoft SQL Server environment. This position serves as a technical resource for ERP administration, Crystal Reports development and support, reporting, data analysis, system integrations, troubleshooting, and data integrity.\nA significant responsibility of this position is developing, maintaining, troubleshooting, and improving the Company’s Crystal Reports environment. The ERP Systems Analyst will work closely with business users to understand reporting requirements, develop accurate financial and operational reports, troubleshoot existing reports, and ensure reporting data can be reconciled to source systems.\nIn addition to supporting the Company’s current ERP environment, the ERP Systems Analyst will play a key role in preparing for and supporting the Company’s eventual transition to a modern ERP platform. Responsibilities will include data extraction and cleansing, data mapping, integration planning, migration support, testing, documentation, and coordination with ERP vendors and implementation partners.\nThis position works closely with Accounting, Operations, Estimating, Project Management, Human Resources, IT, and other business functions to understand system requirements, resolve issues, improve processes, and ensure that enterprise systems effectively support the Company’s business needs.\nThis position requires regular, full-time, in-person attendance at the Company’s Columbus, Ohio office. It is not eligible for remote or hybrid work.\nThis individual should consistently demonstrate Integrity, Gratitude, Excellence, and Leadership.\n \nResponsibilities:\nSage 300 CRE Administration & Support\n\nServe as a primary technical resource for the Company’s Sage 300 CRE environment and related applications.\nSupport the Sage 300 CRE modules, functionality, workflows, databases, and related applications utilized by the Company (GL, AR, AP, JC, and PR).\nDevelop a detailed understanding of the Company’s Sage 300 CRE configuration, database structure, customizations, reports, integrations, and business processes.\nMaintain a strong working understanding of the Microsoft SQL Server databases supporting Sage 300 CRE and related business applications.\nWrite, review, and optimize SQL queries, stored procedures, views, and other database objects used for reporting, integrations, troubleshooting, and data analysis.\nMonitor and improve database performance through appropriate indexing, query optimization, database maintenance, and performance troubleshooting.\nInvestigate and resolve ERP-related issues involving application functionality, data, database performance, interfaces, reports, and user workflows.\nAssist with maintaining appropriate ERP security, user access, roles, permissions, and system controls.\nMaintain accurate documentation of ERP configurations, customizations, integrations, databases, reports, interfaces, and business processes.\nCoordinate with software vendors and third-party support providers to diagnose and resolve system issues.\n\nCrystal Reports, Reporting & Business Intelligence\n\nDevelop, modify, maintain, and troubleshoot complex Crystal Reports used throughout the Company for financial, accounting, operational, project, and management reporting.\nServe as a primary technical resource for the Company’s Crystal Reports environment and report library.\nWork directly with business stakeholders to understand reporting requirements and translate those requirements into accurate, usable Crystal Reports.\nAnalyze existing Crystal Reports to understand data sources, table relationships, joins, formulas, parameters, grouping, calculations, sub-reports, and business logic.\nDevelop reports utilizing information contained within Sage 300 CRE, SQL Server, and other Company systems and databases.\nWrite and optimize SQL queries used to support Crystal Reports and other reporting requirements.\nTroubleshoot report performance, incorrect results, broken database connections, data discrepancies, and other Crystal Reports issues.\nValidate report logic and reconcile report results to Sage 300 CRE and other source-system data.\nMaintain and organize report documentation, including data sources, logic, calculations, dependencies, intended use, and ownership.\nIdentify outdated, redundant, or duplicate reports and recommend opportunities to consolidate or improve the Company’s reporting environment.\nIdentify opportunities to automate recurring reporting and data-processing activities.\nSupport additional reporting and business intelligence technologies, including Power BI, Sage Intelligence, SQL-based reporting tools, and other platforms, as appropriate.\nAssist with developing consistent data definitions, reporting standards, and data governance practices.\nAssist business users with understanding ERP data structures and determining the appropriate sources of information for reporting and analysis.\n\nLegacy Systems & Integrations\n\nSupport, maintain, and troubleshoot integrations between Sage 300 CRE and other Company systems.\nMaintain existing integrations such as EDI feeds, CRM connections, financial applications, operational systems, and other third-party platforms.\nAnalyze data flows between systems and troubleshoot failed, incomplete, duplicated, or inaccurate transactions.\nDocument system interfaces, source and destination fields, transformation logic, dependencies, schedules, and exception-handling processes.\nWork with internal IT resources and third-party vendors to improve the reliability and maintainability of existing integrations.\nIdentify legacy customizations or integrations that may create operational risk or affect future ERP migration efforts.\n\nERP Migration & Data Readiness\n\nSupport the Company’s preparation for a future ERP replacement or modernization initiative.\nExtract large volumes of historical data from Sage 300 CRE, SQL Server, legacy databases, spreadsheets, and other business systems.\nClean, normalize, validate, deduplicate, and transform data in preparation for migration.\nDevelop repeatable ETL processes to move data into flat files, staging databases, integration platforms, or other migration environments.\nAnalyze Sage 300 CRE and other legacy database tables, relationships, fields, and business rules to understand how historical information is stored and used.\nDevelop and maintain detailed source-to-target data mappings between legacy ERP structures and future ERP data models.\nIdentify reports and reporting requirements that must be recreated, replaced, or redesigned as part of a future ERP implementation.\nDocument the data sources, calculations, logic, and business requirements contained within critical Crystal Reports to support their eventual transition to the future ERP and reporting environment.\nWork with business stakeholders to establish data-retention requirements and determine which historical information should be migrated, archived, transformed, or retired.\nPerform reconciliation and validation activities to confirm that migrated data is complete and accurate.\nAssist with migration rehearsals, mock conversions, cutover planning, production conversion, and post-migration validation.\n\nModern Integrations & Cloud Readiness\n\nAssist with developing integration requirements and technical specifications for future systems.\nSupport cloud-based ERP applications and related data platforms as the Company modernizes its technology environment.\nEvaluate existing integrations and recommend whether they should be retained, redesigned, replaced, or eliminated as part of future ERP initiatives.\nAssist with establishing scalable integration and data-management practices that reduce dependence on one-off custom solutions.\n\nERP Implementation & Vendor Coordination\n\nServe as an internal technical liaison between the Company, ERP software vendors, consultants, and implementation partners.\nProvide implementation partners with accurate information regarding Sage 300 CRE, database structures, integrations, Crystal Reports, business processes, customizations, and historical data.\nParticipate in requirements-gathering sessions, system-design discussions, data-conversion workshops, integration meetings, reporting workshops, testing activities, and implementation planning.\nHelp identify critical reports and reporting requirements that must be incorporated into the future ERP environment.\nReview technical recommendations from vendors and implementation partners and help evaluate their impact on existing Company systems and processes.\nTrack technical issues, dependencies, risks, decisions, and outstanding implementation items.\nAssist with system configuration, testing, user acceptance testing, defect resolution, cutover activities, and post-go-live support.\nHelp ensure knowledge developed by implementation partners is appropriately documented and transferred to internal Company resources.\n\nBusiness & Technical Analysis\n\nMeet with employees, managers, and department leaders to understand business processes, system requirements, reporting needs, challenges, and opportunities for improvement.\nTranslate business requirements into clear technical requirements, data requirements, system changes, reports, integrations, or projects.\nAnalyze current-state processes and recommend opportunities to improve efficiency, reliability, accuracy, and system utilization.\nEvaluate ERP-related requests based on business impact, technical complexity, dependencies, and long-term system strategy.\nDevelop clear process, system, data-flow, interface, report, and technical documentation.\nCommunicate technical concepts to both technical and non-technical audiences.\nLearn and adhere to all Company policies and procedures.\nPerform other duties as assigned.\n\nThis list is non-exhaustive. Job responsibilities may vary based on operational needs and the instructions of the employee’s supervisor.\n\nQualifications:\n\nBachelor’s degree in Information Systems, Computer Science, Business Analytics, Accounting Information Systems, or a related field; equivalent professional experience may be considered.\nThree (3) or more years of experience supporting ERP, financial, accounting, construction management, or enterprise business systems preferred.\nHands-on experience supporting Sage 300 Construction and Real Estate (Sage 300 CRE) strongly preferred.\nDemonstrated experience developing, modifying, and troubleshooting Crystal Reports required.\nAbility to develop complex Crystal Reports utilizing relational databases and multiple data sources required.\nExperience working with Microsoft SQL Server and writing SQL queries required.\nExperience with relational databases, database schemas, tables, views, stored procedures, indexing, and query optimization.\nExperience developing financial, accounting, operational, or project-management reports strongly preferred.\nExperience with Power BI, Sage Intelligence, or other business intelligence platforms is beneficial but secondary to strong Crystal Reports experience.\nExperience supporting integrations between ERP systems and third-party applications.\nExperience with ETL, data conversion, data migration, or large-scale data transformation strongly preferred.\nERP implementation or ERP migration experience preferred.\nExperience working with ERP vendors, consultants, or implementation partners preferred.\nMust be able and willing to work 100% in person at the Company’s Columbus, Ohio office. This position is not eligible for remote or hybrid work.\nCandidates outside the Columbus area may be considered. Relocation assistance is not guaranteed but may be considered for a highly qualified candidate.\nMust successfully pass a pre-employment drug screening in accordance with Company requirements.\nMust be at least 18 years old.\n\n \nKnowledge, Skills, and Abilities:\nSage 300 CRE & Current Environment\n\nStrong working knowledge of Sage 300 Construction and Real Estate (Sage 300 CRE) architecture, data structures, modules, configuration, and reporting strongly preferred.\nStrong understanding of Microsoft SQL Server and relational database concepts.\nAbility to write complex SQL queries and troubleshoot data-related issues.\nKnowledge of database indexing, query execution, performance tuning, and database maintenance practices.\nUnderstanding of ERP, accounting, construction, project, and operational data and the relationships between transactions, master records, and reporting.\nAbility to understand, troubleshoot, and document legacy system integrations and customizations.\n\nCrystal Reports\n\nStrong proficiency developing, modifying, maintaining, and troubleshooting Crystal Reports.\nAbility to build complex Crystal Reports involving multiple tables, joins, formulas, parameters, conditional logic, grouping, summaries, calculations, and sub-reports.\nAbility to understand and troubleshoot existing Crystal Reports developed by others, including reports containing complex business logic.\nStrong understanding of relational database structures and how they are used within Crystal Reports.\nAbility to develop SQL queries and other data sources that support Crystal Reports.\nAbility to identify and resolve report performance issues and inaccurate or inconsistent report results.\nAbility to validate and reconcile Crystal Report results against Sage 300 CRE and other source systems.\nAbility to translate financial, operational, accounting, and business requirements into effective reports.\nAbility to clearly document report logic, data sources, calculations, dependencies, and business purpose.\n\nData Migration & Future ERP Readiness\n\nStrong understanding of ETL concepts and techniques for extracting, transforming, validating, and loading large volumes of data.\nAbility to analyze legacy database schemas and understand relationships between ERP tables, transactions, master data, and historical records.\nAbility to develop detailed source-to-target data mappings for ERP migration.\nStrong understanding of data cleansing, normalization, deduplication, reconciliation, and validation techniques.\nFamiliarity with staging databases, flat-file formats, data-import templates, and migration utilities.\nAbility to identify data-quality issues and work w