Business Analyst, Finance Data & Integration

Poulos & Bennett
San Antonio, TX

Job Description:

The Business Analyst supports Finance ERP integration and M&A initiatives through advanced data analysis, process documentation, and cross‑functional collaboration. This role partners closely with Finance, IT, Operations, and acquisition partner teams to analyze financial data, identify process gaps, and support scalable enterprise reporting and integration.

Key Responsibilities

  • Analyze and manipulate large financial data sets using SQL, Power BI, Alteryx, and other tools to support ERP integrations and reporting

  • Facilitate requirements‑gathering sessions and workshops with Finance, Operations, and acquisition partner teams

  • Develop understanding of current‑state processes and perform process gap analysis to support detailed data integration

  • Map and harmonize data between partner legacy systems to new platforms

  • Develop and optimize SQL queries for data extraction, transformation, and analysis

  • Gather and translate finance and business requirements into clear process documentation and analytical outputs

  • Perform data validation, reconciliation, and analysis to ensure accuracy during system integrations

  • Contribute to the development of a scalable finance integration playbook for future M&A activity

  • Support change management efforts related to new systems, processes, and reporting standards

  • Collaborate with external consultants, IT, and finance to ensure timely and accurate integration deliverables

Required Skills & Experience:

  • Bachelor’s degree in Accounting, Finance, Business, or related field

  • 3+ years of experience in accounting, finance, data analytics, or business analysis roles

  • Strong SQL skills for querying, validating, and reconciling financial data

  • Experience with Power BI, Alteryx (or similar visualization & analytics tools)

  • Solid understanding of finance and accounting processes

  • ERP system integration or finance transformation, Deltek Vantagepoint experience a plus

  • Ability to communicate effectively with Finance, Accounting, and business stakeholders

  • Experience working in fast‑paced, M&A‑driven environments preferred

  • Background in finance transformation or advisory / transaction services

  • Experience supporting enterprise‑scale data models and reporting standards

  • Ability to travel up to 25%, as well as work some evenings and weekends to support integration cutovers and partner firm needs

EEO Statement:

All qualified applicants for Pape-Dawson Engineers will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Posted 2026-04-06

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