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Data Solutions Delivery Analyst 2- D365 F&O
Holt Group
Bridge business and IT to deliver D365 F&O solutions, capture requirements, test, and manage change.
8d ago
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
San Antonio, TX
Office Full-Time
Company Size
3,753 Employees
Service Specialisms
Industrial & Commercial
Energy
Technology
Training & Development
Sector Specialisms
Industrial
Commercial
Energy
Technology
Training & Development
Role
What you would be doing
requirements gathering
test execution
process modeling
risk analysis
documentation
user stories
- Facilitates, influences, and leads team-member peers in designing and defining solutions which may include the ideation, discovery, initiation, and business requirements phases of an initiative.
- Collaborates with our business partners regularly with face-to-face encounters, to gather requirements and understand the business ask; also conducts sessions to align on the priority, discuss requirements, demo completed work, and solicit and embrace feedback from others.
- Recommends method and procedural changes; Defines and documents improvements.
- Leverages data-driven problem-solving techniques and analytical rigor to complete, document, and speak to risk analysis, and offers solutions to help stakeholders make informed decisions.
- Identifies and reports bugs with clear descriptions and necessary details to the development team.
- Ensures risks associated with business activities are effectively identified, measured, and monitored.
- Conducts business process modeling and generates applicable scenarios for the technology technical functionality testing team.
- Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
- Works with the training team to document system scenarios and identify roles impacted to help develop a change management/training plan.
- Creates readable and functional documentation which may include Joint Application Development (JAD,) screen designs, report layouts, features, stories, use cases, and data models mapping inputs, outputs, interfaces, etc.
- Reviews and understands system specifications and user requirements to develop test cases.
- Fosters change management in a delicate manner to ensure business and IT partners are comforted through transformation and delivery.
- Researches and identifies industry best practices and trends to increase the effectiveness of products and systems.
- Manually or automatically executes test cases and records results.
- 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.
- Gathers data, creates process flow diagrams/ process maps/ functional design documents, captures design interfaces, identifies root causes, provides solid solutions, and analyzes inputs and outputs to arrive at logical conclusions.
- Assists in providing training and guidance to business users and IT teams on supported applications.
- Synthesizes information gathered from multiple sources, assisting in the identification of symptoms and root causes; Works with IT and business leadership to develop alternative solutions and address the organizational pain within resource and schedule constraints.
- Participates in the quality assurance process to ensure features and functions have been enabled and optimized.
- Partners with IT teams to ensure a clear understanding of business requirements.
- Continue to develop skills in process elicitation, internal customer research, and requirements discovery to create meaningful documentation including: process flows and flow charts, data flow diagrams, use cases, user stories, and functional design thinking artifacts.
- Creates detailed test cases covering various scenarios and edge cases.
- Assists in maintaining documentation and standard operating procedures (SOPs) related to usage of software products. Attends IT Change Control & Prioritization meetings and helps in the discovery and estimating of the impact of change on end-user experiences.
- Partners with the Project Managers, Scrum Masters, and Product Managers through the entire software development life cycle to ensure clear objectives are defined and documented. Ensuring there is a clear definition of the execution of deliverables that meet requirements and business needs, and user stories are closed out appropriately based on defined and documented requirements.
- Translates business requirements into user stories for technical teams, and ensures test cases are written and executed to meet the business needs.
- Conducts testing after software deployment to ensure quality in the live environment.
- Captures business processes, requirements, capabilities, features, and data requirements for new and existing software product solutions.
- Maintains clear and comprehensive test documentation, including test plans, test cases, and defect reports.
What you bring
pmp/cbap
dynamics
bachelor's
data analysis
testing
communication
- Ability to shadow a mentor to document processes and capture requirements with guidance. Can be monitored to assist experienced Solution Delivery Analysts with efforts and/or take on a low priority, small initiative individually with little to no guidance.
- PMP or CBAP
- 4 or more years of experience required
- Ability to focus on business value results and solutions.
- Understanding of different testing types (functional, regression, performance, etc.) and ability to design appropriate test cases.
- Ability to execute in a fast pace, rapid iteration environment while balancing multiple priorities.
- Ability to clearly document requirements (epics, features, stories, process flows, etc.) in an organized and understandable format.
- MB-901: Microsoft Dynamics 365 Fundamentals
- Excellent communication skills with the ability to translate complex concepts into simplified solutions and present them in a straightforward and understandable manner to multiple stakeholders.
- A working understanding of both waterfall and agile frameworks and an ability to transition and adapt seamlessly between the two.
- Verifies that bug fixes do not introduce new issues.
- Outstanding meeting facilitation and leadership skills with the ability to maximize meeting time to reach objectives while minimizing distractions and interruptions.
- Ability to manage scope change process and issue identification/resolution.
- Up to 15% and overnight travel may be expected
- Ability to work effectively with assigned stakeholders in a team environment where flexibility, collaboration, and adaptability are required.
- Willingness to learn new tools, dive right in, roll up their sleeves and “get things done”.
- Bachelor’s or Associate’s degree in Information Technology or related field, or equivalent work experience required
- Valid driver’s license
- Other traits/characteristics: Curiosity, humility, logic, creativity, clarity, empathy, coachability, self-starting.
- Relevant Certifications Preferred such as:
- Data collection and analysis skills, understanding the relevance and organization of the data as well as the structure and statistical significance of the data (e.g., trend analysis).
- A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
- An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.
- A Tuition Reimbursement program to support the pursuit of accredited college courses.
- A competitive salary, commensurate with your experience and competencies.
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Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
$1.5B Annual Revenue
Generating Revenue
The company generates over $1.5 billion from heavy equipment sales, service, technology, training, and consulting.
55,000 Acres
Wildlife Preserve Management
Overseeing extensive wildlife preserves with integrated solar installations across multiple facilities.
- Founded nearly a century ago as a family‑owned machinery business.
- Today it operates the largest Caterpillar dealership in the U.S. alongside brands spanning rentals, truck centers, cranes, aerial systems, industrial systems, and renewables.
- Its project portfolio includes large‑scale construction equipment deployments, power and energy infrastructure, and integrated technology systems.
- Specializing in industrial machinery, energy solutions, advanced technology platforms, training programs, and renewable energy projects.
- We maintain the highest standards of professionalism and ethics.
- We deliver exceptional value by exceeding expectations.
- We foster teamwork and open communication across all levels.
- We encourage creative solutions and continuous improvement.
- We take responsibility for our actions and results.
Net Zero by 2050
Net Zero Target Year
Aiming to achieve net zero emissions by the year 2050.
- Focus on reducing carbon footprint through operational efficiencies and green technology.
- Initiatives include energy-efficient buildings, renewable energy sourcing, and waste reduction.
- Ongoing investment in sustainable infrastructure to support long-term environmental goals.
- The organization is committed to fostering a culture of inclusion and belonging.
- Strategic focus on increasing gender diversity at all levels.
- The company tracks and measures progress towards diversity goals.
- Programs designed to support underrepresented groups in leadership roles.
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