Business Systems & Data Analyst

Business Systems & Data Analyst

Department: Finance (Cross-Functional: Engineering, Sales, Operations)

Location: Indianapolis, IN

Reports To: CFO / VP Finance

Position Summary

The Business Systems & Data Analyst supports the accuracy, consistency, and usability of data across core business systems, including ERP, CRM, and reporting tools.

This role works cross-functionally with Engineering, Sales, and Finance to execute data updates, maintain system alignment, and deliver reliable reporting that supports pricing, quoting, and operational decision-making.

This is a hands-on role focused on data execution, reporting, and system support-ideal for someone who enjoys working with data, improving processes, and collaborating across teams.

Key Responsibilities

Enterprise Systems & Data Support

• Maintain and update data across core systems, including:
• Microsoft Dynamics 365 (ERP)
• Salesforce (CRM)
• Customer Portal
• Power BI / reporting tools
• Execute data uploads, updates, and cleanup using established templates and processes
• Support data consistency across systems to ensure accurate reporting and transactions
• Assist in identifying and resolving data discrepancies

Engineering Data Support

• Support ERP data integrity, including item setup, attributes, and product data
• Assist with Technical Change Requests (TCRs) by coordinating data updates
• Prepare and execute mass uploads into D365
• Work with internal teams and external partners to ensure data accuracy

Sales Systems Support

• Provide day-to-day support for Salesforce, customer portal, and quoting tools
• Ensure product configurations, pricing, and item data are accurate in sales systems
• Assist with system updates that improve quoting and customer experience
• Support basic administration tasks and data maintenance

Finance & Pricing Support

• Execute annual and periodic price list updates
• Support pricing and cost analysis through data preparation and reporting
• Ensure pricing data is aligned across ERP and sales systems
• Assist Finance with margin and pricing data validation

Reporting & Analysis

• Build and maintain reports using Excel and Power BI
• Support recurring reporting for sales, finance, and operations
• Provide data extracts and analysis for business decision-making

Project Support

• Support cross-functional data initiatives (e.g., part numbering improvements, system enhancements)
• Assist with data preparation, validation, and testing for system-related projects (e.g., CPQ tools)
• Coordinate with stakeholders to ensure data readiness and accuracy

Qualifications

Required

• Bachelor’s degree in business, Finance, Information Systems, Engineering, or related field
• 5+ years of experience in data analysis, business systems, or similar role
• Experience working with ERP systems (D365 preferred) and/or CRM systems (Salesforce preferred)
• Advanced proficiency in Microsoft Excel
• Strong attention to detail and data accuracy
• Ability to manage multiple priorities and work across departments
• Strong communication and problem-solving skills

*Preferred (Nice to Have)*

• Experience with Power BI or similar reporting tools
• Exposure to pricing, cost analysis, or financial data
• Experience in manufacturing, industrial, or distribution environments
• Familiarity with configurable products or quoting tools

Job Types: Full-time, Permanent

Pay: $85,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Family leave
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid holidays
• Paid time off
• Prescription drug insurance
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• data analysis: 5 years (Required)
• Business Systems: 5 years (Required)
• ERP systems: 3 years (Required)
• Microsoft Dynamics 365: 3 years (Required)
• Salesforce: 3 years (Required)
• Proficiency in Excel: 5 years (Required)

Work Location: In person