Job Summary:

The Business Analyst – Technology Modernization drives the execution of the ERP project’s workstream focused on growth and operational excellence. The individual collaborates with leadership and cross-functional teams to keep the workstream on track, within budget, and delivering measurable value. Responsibilities include identifying and influencing business process improvements, facilitating change management, and fostering strong stakeholder relationships. They gather and analyze data, create process documentation, and communicate product strategies effectively to diverse audiences. Additionally, the role involves advocating for standard ERP functionality and ensuring successful adoption through training and support. The ideal candidate will possess exceptional collaboration and communication skills, along with functional business knowledge and hands-on experience in the organization.

The incumbent in this position is expected to model the following practices daily:

Demonstrate alignment with the company's mission and core business values.

Collaborate with key internal/external resources.

Participate in ongoing self-development.

Facilitate change management between IT and business partners, acting as an emissary.

Essential Functions:

Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.
Supports the workstream’s alignment with the project’s broader business goals. Collaborate with value stream leadership to support the vision, objectives, and scope of the project to support growth and operational excellence.
Helps ensure the workstream stays on track, within budget, and delivers value to the organization. Reports progress, manages resources effectively, and resolves any issues that arise in collaboration with other project resources.
Supports collaboration with other value streams and departments such as Finance, Operations, HR, Equipment, Service, Data, and IT to ensure the workstream addresses the diverse needs of the business.
Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Proposes initiatives to the workstream lead that enhances decision-making, eliminates waste, and creates operational efficiencies.
Supports change-management efforts to ensure the successful adoption of new processes and systems across the workstream. Executes strategies to engage employees, address resistance, and drive successful transitions.
Builds and maintains strong relationships with key stakeholders across the workstream. Provides regular updates on workstream progress, manages expectations, and ensures that workstream leadership and business units are informed and engaged throughout the project.
Conducts discovery sessions, gathers requirements, creates process maps, performs analysis, identifies root causes to issues, QA tests, validates data, and creates functional documentation in partnership with their value stream lead.
Works with Business Leads and Subject Matter Experts to understand business strategy and vision and then writes, refines, and proposes prioritization of features to support effective and compliant solutions while balancing investment and business value.
Supports the success metrics for the workstream and demonstrates user engagement, behavior change, and value of the workstream to clients and internal partners
Aligns with Business Lead to ensure external partners and vendors meet the workstream’s needs. Escalates promptly if timeline and milestones are not met.
Participates in training plans, content creation, and delivery to maximize employee engagement and system utilization.
Documents unknown requirements and raise them to Business Leads to coordinate between stakeholder groups to address them.
Works with the Business Lead to perform problem solving and prototype new procedures for the purpose of enhancing ERP business processes, operations, and information process flow.
Advocates for leveraging "Out of the Box" functionality rather than custom solutions.
Takes ownership to ensure new ERP solutions are delivered successfully.
Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
Performs other duties as assigned.

Knowledge, Skills, and Abilities:

Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders
Ability to support and evangelize product features and strategy from the Business Leads to both a technical and non-technical audience with ease.
Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are required
Experience in managing multiple priorities and delivering results in fast-paced environments.
Strong problem-solving skills and the ability to navigate challenges effectively.
Ability to focus on business value results, rather than solutions. Results and value oriented
Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy, stamina, and enthusiasm.
Demonstrates functional knowledge and hands-on experience in day-to-day operations.
Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors
Consistently demonstrates high emotional intelligence, resiliency and the ability to work well under pressure; must be agile and comfortable with change
Ability to thrive in a fast paced, rapid iteration environment while balancing multiple priorities
Effective at influencing and convincing others into action yet able to also be a collaborative team member.
Ability to stay focused in a fast-paced, high-energy, challenging environment where there are multiple competing priorities daily.
Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles.

Specifications/Focus Area:

Finance

Finance operations, including General Accounting, Accounts Payable, Accounts Receivable, Credit & Collections, Financial marketing, Sales Support/Machine Invoicing.

Parts

Parts operations including inventory management, parts counter operations, pricing and discounts, sourcing, and related activities.

Power

Power Systems operations related to Project Management including project procurement, general project management, and milestone tracking.
High-level understanding of Power Systems business and the industries it serves.

Rental

Rental operations, including Contract Management, Rental Inventory Management, Call Off’s, Depreciation, Inbound and Outbound Transportation, Proration, and related processes.

Service

Service operations, including Machine and PSD Shop and Field execution.
Proficient in key operational areas such as Work Order Management, Coordination, Scheduling, Maintenance Solutions, eSolutions, Standard Jobs, Rebuild, CAT Support, Component Handling, and Technical Services.

WMS (Warehouse Management)

Warehouse Management operations including inbound, outbound, transfer activities, cycle counts, hose build processes, and warehouse setup.

Education and Experience:

Bachelor’s degree in Business Administration, Management, Information Technology or a related field.
Minimum of 3 years of experience in process improvement, business operations, and/or project management.
Minimum of 3 years of experience of functional workstream experience strongly preferred.
Experience as a highly collaborative liaison between multiple departments.

Supervisory Responsibilities:

None.

Travel:

Up to 30% and overnight travel may be expected.
Valid driver’s license required.

Physical Requirements:

This role frequently communicates with others, must be able to exchange accurate information in these situations
This role routinely uses standard office equipment such as computers, phones, photocopiers, and conference room AV/video equipment.

Work Environment:

Works primarily in a professional office environment.
This role constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Frequently works at fast pace with unscheduled interruptions.

Disclaimer:

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

HOLT CAT

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