Business Applications Analyst

ROLE OVERVIEW

The Business Applications Analyst is a full-time individual contributor role within the Business Application Delivery group on PFM’s Information Technology (IT) team. This position offers broad exposure across PFM’s Financial Advisory and Consulting businesses through design, support, configuration, and continuous improvement of enterprise applications, including Microsoft Dynamics 365, SharePoint Online/Microsoft 365, Power Apps, ClickDimensions, and related technologies. This role is responsible for strengthening the effectiveness of the business processes, systems, and tools that support day-to-day operations and strategic initiatives. A key focus of the position is identifying opportunities to automate and improve processes, user experiences, data models, workflows, and reporting to increase efficiency, productivity, and overall user satisfaction. The Business Applications Analyst partners closely with internal stakeholders and external vendors to deliver practical, scalable solutions that advance business priorities.

The ideal candidate is a proactive self-starter and strategic thinker who anticipates business needs, identifies opportunities for improvement, and independently drives solutions from concept through delivery. This person is adaptable, thrives in a fast-paced environment, and is energized by continuous learning. Success in this role also requires a strong service mindset, sound judgment, and excellent written and verbal communication skills.

KEY RESPONSIBILITIES

• Serve as a subject matter expert on enterprise platforms, recommending system and process solutions that address business needs across targeted functions
• Manage competing priorities effectively while designing high-quality solutions, translating complex challenges into clear recommendations for business and technical audiences
• Translate complex business processes into actionable deliverables and lead those deliverables from definition through deployment
• Administer and enhance the Microsoft Dynamics 365 platform and Click Dimensions environment, including day-to-day support, configuration, and light development for the Financial Advisory and Consulting teams
• Contribute across the project lifecycle, including requirements gathering, functional design, application configuration, documentation, testing, and support planning
• Monitor new features and capabilities across enterprise platforms, assess their relevance to PFM, and incorporate valuable enhancements into future releases
• Analyze data to support business decisions and identify the most effective ways to turn raw data into actionable insights
• Evaluate and implement applicable third-party tools or capabilities that extend the value of existing platforms
• Prototype new ideas and capabilities to evaluate business value and solution fit
• Share knowledge with team members and promote adoption of emerging tools, platforms, and best practices
• Partner closely with business stakeholders, internal teams, project managers, and technology vendors to deliver high-quality solutions on time
• Investigate system issues, unexpected results, and process gaps to identify root causes and recommend effective solutions and enhancements
• Track, route, and maintain support tickets within the ticketing system
• Maintain management documentation that supports internal and external audit requirements
• Ongoing data management lifecycle for business applications

QUALIFICATIONS

Experience & Skills:

• 4+ years of progressively responsible experience in enterprise application implementation, configuration, development, and support
• Hands-on experience implementing and supporting Microsoft Dynamics and related tools, with a strong emphasis on marketing capabilities
• Experience creating data visualizations in Power BI

Key Competencies:

• Ability to manage multiple high-priority tasks, adapt to changing priorities, and consistently meet deadlines
• Strong collaboration skills, with the ability to build trust, gather input, and align stakeholders around desired outcomes
• Strong business acumen and a solid understanding of relevant business terminology
• Excellent written and verbal communication skills
• Strong interpersonal skills and the ability to work effectively with colleagues and stakeholders at all levels of the organization
• Strong organizational, time management, and prioritization skills
• Demonstrates strong ethics, professionalism, and sound judgment
• Strong quantitative and qualitative analytical skills
• Demonstrated ability to think strategically, connect day-to-day execution to broader business goals, and recommend forward-looking solutions that improve processes, tools, and outcomes
• Highly self-motivated, resourceful, and comfortable working both independently and as part of a team, with a demonstrated ability to take initiative and move work forward with minimal direction

Education:

• Bachelor’s degree required, preferably in information systems, computer science, human resources management, or business administration

Preferred Qualifications:

• Master’s degree in information systems and technology, computer science, management, or business administration
• Experience with Jira and Confluence, along with familiarity with Agile Scrum delivery practices

The anticipated base salary for the Business Applications Analyst is $108,574- $117,695 .This position is also eligible for annual performance-based bonuses. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.

PFM is not offering visa sponsorship for this position.

PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact [email protected] or call (215) 567-6100. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.