Lead Business Systems Analyst – Erp Record-to-report

Role: Lead Business Systems Analyst – ERP Record-to-Report

Business Systems Analyst to support and enhance our Revenue Recognition ecosystem across Salesforce, D365, Oracle, and Zuora RevPro. This role partners closely with Finance, Quote-to-Cash, Product Ops, and Business Applications teams to deliver scalable, compliant revenue solutions. The position is part of the Receivables & Revenue application portfolio, which owns high-visibility deliverables including ERP modernization, revenue automation, PSA integrations, and IPO readiness initiatives.

The Revenue Recognition BSA partners with Finance, Order-to-Cash, Product Ops, and Business Applications teams to design, refine, and support revenue recognition processes across Salesforce, D365, Oracle, and Zuora RevPro. This role requires strong end-to-end understanding of ASC 606/IFRS 15 compliance, multi-system integration flows, and hands-on experience with RevPro configuration, data mapping, and revenue automation. This position also collaborates closely with upstream CRM and Salesforce CPQ teams; and financial systems stakeholders to ensure accurate performance obligation creation, invoicing data flow, and revenue release logic.

Key Responsibilities

1. Requirements Elicitation & User Story Development

· Capture and refine user stories related to revenue accounting flows, including contract creation, project modifications, terminations, and revenue release events.

· Analyze existing integrations and document build-ready enhancements (Salesforce-to-RevPro, D365 ERP-to-RevPro, Oracle ERP-to-RevPro).

2. RevPro Solution Design & Configuration

· Recommend and design RevPro configurations aligned with revenue policies, PSA product offerings, and multi-element arrangements.

· Support design of revenue recognition methodologies and performance obligations, including percentage-completion models.

· Collaborate with technical teams on ETL design, mapping, iPaaS logic, and transformation rules required for RevPro ingestion.

3. Data Integration & System Flows

· Partner with owners of Salesforce CPQ, D365, Oracle, and Informatica/iHub to ensure contract, invoice, and GL data is synchronized accurately into RevPro.

· Troubleshoot data issues such as missing invoices, repulled SO lines, and template transformation errors across revenue systems.

4. Cross-Functional Collaboration

· Work closely with Receivables & Revenue, Order-to-Cash, Product Ops, and Finance leadership to deliver roadmap items and strategic application solutions.

· Partner with QA to define test plans, support testing cycles, validate revenue schedules, and ensure completeness of end-to-end revenue flows.

5. Process Improvement & Thought Leadership

· Contribute to future-state revenue automation strategies, including forecasting integrations, data migration readiness, and ERP modernization initiatives.

· Advocate for standardization and visibility in revenue processes and exceptions, especially during SKU creation and contract setup.

Required Skills & Experience

· Strong domain knowledge of Zuora RevPro including revenue arrangement creation, event processing, templates, SSP rules, waterfall logic, and GL journal generation.

· Experience in ASC 606/IFRS 15 revenue recognition models.

· Hands-on experience with:

o Salesforce Order/Contract structures

o D365 ERP or Oracle finance modules (AR, GL)

o ETL/integration mapping and validation

· Proven ability to document functional design specifications, data flows, and integration requirements.

· Strong analytical and problem-solving skills in complex system landscapes.

· Excellent communication and collaboration with both technical and business stakeholders.

Preferred Qualifications

· Experience with PSA (Certinia), Salesforce integrations, or Oracle data flows into RevPro.

· Familiarity with ETL tooling (Informatica), GL consolidation, and revenue forecasting integrations

· Knowledge of upstream product/SKU setup and its impact on revenue flows.

Thanks,

Renuka,