Job Description

George J. Igel & Co., Inc.

ERP Systems Analyst

Reports to: IT Director

FLSA Status: Exempt

Hours: 7:00 a.m. to 4:00 p.m. (One (1) Hour Lunch); occasional work outside normal business hours may be required for system maintenance, upgrades, or implementations

Job Location: 3500 Alum Creek Drive, Columbus, OH 43207. This is a 100% in-office position. Remote and hybrid work arrangements are not available for this role. Candidates must be able to regularly report to the Columbus, Ohio office. George J. Igel & Co., Inc. does not provide relocation assistance for this position.

General Overview:

The ERP Systems Analyst is responsible for supporting, maintaining, and improving the Company’s enterprise resource planning systems, with an immediate focus on Sage 300 Construction and Real Estate (Sage 300 CRE) and our supporting Microsoft SQL Server environment. This position serves as a technical resource for ERP administration, Crystal Reports development and support, reporting, data analysis, system integrations, troubleshooting, and data integrity.

A significant responsibility of this position is developing, maintaining, troubleshooting, and improving the Company’s Crystal Reports environment. The ERP Systems Analyst will work closely with business users to understand reporting requirements, develop accurate financial and operational reports, troubleshoot existing reports, and ensure reporting data can be reconciled to source systems.

In addition to supporting the Company’s current ERP environment, the ERP Systems Analyst will play a key role in preparing for and supporting the Company’s eventual transition to a modern ERP platform. Responsibilities will include data extraction and cleansing, data mapping, integration planning, migration support, testing, documentation, and coordination with ERP vendors and implementation partners.

This position works closely with Accounting, Operations, Estimating, Project Management, Human Resources, IT, and other business functions to understand system requirements, resolve issues, improve processes, and ensure that enterprise systems effectively support the Company’s business needs.

This position requires regular, full-time, in-person attendance at the Company’s Columbus, Ohio office. It is not eligible for remote or hybrid work.

This individual should consistently demonstrate Integrity, Gratitude, Excellence, and Leadership.

Responsibilities

Sage 300 CRE Administration & Support

• Serve as a primary technical resource for the Company’s Sage 300 CRE environment and related applications.
• Support the Sage 300 CRE modules, functionality, workflows, databases, and related applications utilized by the Company (GL, AR, AP, JC, and PR).
• Develop a detailed understanding of the Company’s Sage 300 CRE configuration, database structure, customizations, reports, integrations, and business processes.
• Maintain a strong working understanding of the Microsoft SQL Server databases supporting Sage 300 CRE and related business applications.
• Write, review, and optimize SQL queries, stored procedures, views, and other database objects used for reporting, integrations, troubleshooting, and data analysis.
• Monitor and improve database performance through appropriate indexing, query optimization, database maintenance, and performance troubleshooting.
• Investigate and resolve ERP-related issues involving application functionality, data, database performance, interfaces, reports, and user workflows.
• Assist with maintaining appropriate ERP security, user access, roles, permissions, and system controls.
• Maintain accurate documentation of ERP configurations, customizations, integrations, databases, reports, interfaces, and business processes.
• Coordinate with software vendors and third-party support providers to diagnose and resolve system issues.

Crystal Reports, Reporting & Business Intelligence

• Develop, modify, maintain, and troubleshoot complex Crystal Reports used throughout the Company for financial, accounting, operational, project, and management reporting.
• Serve as a primary technical resource for the Company’s Crystal Reports environment and report library.
• Work directly with business stakeholders to understand reporting requirements and translate those requirements into accurate, usable Crystal Reports.
• Analyze existing Crystal Reports to understand data sources, table relationships, joins, formulas, parameters, grouping, calculations, sub-reports, and business logic.
• Develop reports utilizing information contained within Sage 300 CRE, SQL Server, and other Company systems and databases.
• Write and optimize SQL queries used to support Crystal Reports and other reporting requirements.
• Troubleshoot report performance, incorrect results, broken database connections, data discrepancies, and other Crystal Reports issues.
• Validate report logic and reconcile report results to Sage 300 CRE and other source-system data.
• Maintain and organize report documentation, including data sources, logic, calculations, dependencies, intended use, and ownership.
• Identify outdated, redundant, or duplicate reports and recommend opportunities to consolidate or improve the Company’s reporting environment.
• Identify opportunities to automate recurring reporting and data-processing activities.
• Support additional reporting and business intelligence technologies, including Power BI, Sage Intelligence, SQL-based reporting tools, and other platforms, as appropriate.
• Assist with developing consistent data definitions, reporting standards, and data governance practices.
• Assist business users with understanding ERP data structures and determining the appropriate sources of information for reporting and analysis.

Legacy Systems & Integrations

• Support, maintain, and troubleshoot integrations between Sage 300 CRE and other Company systems.
• Maintain existing integrations such as EDI feeds, CRM connections, financial applications, operational systems, and other third-party platforms.
• Analyze data flows between systems and troubleshoot failed, incomplete, duplicated, or inaccurate transactions.
• Document system interfaces, source and destination fields, transformation logic, dependencies, schedules, and exception-handling processes.
• Work with internal IT resources and third-party vendors to improve the reliability and maintainability of existing integrations.
• Identify legacy customizations or integrations that may create operational risk or affect future ERP migration efforts.

ERP Migration & Data Readiness

• Support the Company’s preparation for a future ERP replacement or modernization initiative.
• Extract large volumes of historical data from Sage 300 CRE, SQL Server, legacy databases, spreadsheets, and other business systems.
• Clean, normalize, validate, deduplicate, and transform data in preparation for migration.
• Develop repeatable ETL processes to move data into flat files, staging databases, integration platforms, or other migration environments.
• Analyze Sage 300 CRE and other legacy database tables, relationships, fields, and business rules to understand how historical information is stored and used.
• Develop and maintain detailed source-to-target data mappings between legacy ERP structures and future ERP data models.
• Identify reports and reporting requirements that must be recreated, replaced, or redesigned as part of a future ERP implementation.
• Document the data sources, calculations, logic, and business requirements contained within critical Crystal Reports to support their eventual transition to the future ERP and reporting environment.
• Work with business stakeholders to establish data-retention requirements and determine which historical information should be migrated, archived, transformed, or retired.
• Perform reconciliation and validation activities to confirm that migrated data is complete and accurate.
• Assist with migration rehearsals, mock conversions, cutover planning, production conversion, and post-migration validation.

Modern Integrations & Cloud Readiness

• Assist with developing integration requirements and technical specifications for future systems.
• Support cloud-based ERP applications and related data platforms as the Company modernizes its technology environment.
• Evaluate existing integrations and recommend whether they should be retained, redesigned, replaced, or eliminated as part of future ERP initiatives.
• Assist with establishing scalable integration and data-management practices that reduce dependence on one-off custom solutions.

ERP Implementation & Vendor Coordination

• Serve as an internal technical liaison between the Company, ERP software vendors, consultants, and implementation partners.
• Provide implementation partners with accurate information regarding Sage 300 CRE, database structures, integrations, Crystal Reports, business processes, customizations, and historical data.
• Participate in requirements-gathering sessions, system-design discussions, data-conversion workshops, integration meetings, reporting workshops, testing activities, and implementation planning.
• Help identify critical reports and reporting requirements that must be incorporated into the future ERP environment.
• Review technical recommendations from vendors and implementation partners and help evaluate their impact on existing Company systems and processes.
• Track technical issues, dependencies, risks, decisions, and outstanding implementation items.
• Assist with system configuration, testing, user acceptance testing, defect resolution, cutover activities, and post-go-live support.
• Help ensure knowledge developed by implementation partners is appropriately documented and transferred to internal Company resources.

Business & Technical Analysis

• Meet with employees, managers, and department leaders to understand business processes, system requirements, reporting needs, challenges, and opportunities for improvement.
• Translate business requirements into clear technical requirements, data requirements, system changes, reports, integrations, or projects.
• Analyze current-state processes and recommend opportunities to improve efficiency, reliability, accuracy, and system utilization.
• Evaluate ERP-related requests based on business impact, technical complexity, dependencies, and long-term system strategy.
• Develop clear process, system, data-flow, interface, report, and technical documentation.
• Communicate technical concepts to both technical and non-technical audiences.
• Learn and adhere to all Company policies and procedures.
• Perform other duties as assigned.

This list is non-exhaustive. Job responsibilities may vary based on operational needs and the instructions of the employee’s supervisor.

Qualifications

• Bachelor’s degree in Information Systems, Computer Science, Business Analytics, Accounting Information Systems, or a related field; equivalent professional experience may be considered.
• Three (3) or more years of experience supporting ERP, financial, accounting, construction management, or enterprise business systems preferred.
• Hands-on experience supporting Sage 300 Construction and Real Estate (Sage 300 CRE) strongly preferred.
• Demonstrated experience developing, modifying, and troubleshooting Crystal Reports required.
• Ability to develop complex Crystal Reports utilizing relational databases and multiple data sources required.
• Experience working with Microsoft SQL Server and writing SQL queries required.
• Experience with relational databases, database schemas, tables, views, stored procedures, indexing, and query optimization.
• Experience developing financial, accounting, operational, or project-management reports strongly preferred.
• Experience with Power BI, Sage Intelligence, or other business intelligence platforms is beneficial but secondary to strong Crystal Reports experience.
• Experience supporting integrations between ERP systems and third-party applications.
• Experience with ETL, data conversion, data migration, or large-scale data transformation strongly preferred.
• ERP implementation or ERP migration experience preferred.
• Experience working with ERP vendors, consultants, or implementation partners preferred.
• Must be able and willing to work 100% in person at the Company’s Columbus, Ohio office. This position is not eligible for remote or hybrid work.
• Candidates outside the Columbus area may be considered. Relocation assistance is not guaranteed but may be considered for a highly qualified candidate.
• Must successfully pass a pre-employment drug screening in accordance with Company requirements.
• Must be at least 18 years old.

Knowledge, Skills, and Abilities:

Sage 300 CRE & Current Environment

• Strong working knowledge of Sage 300 Construction and Real Estate (Sage 300 CRE) architecture, data structures, modules, configuration, and reporting strongly preferred.
• Strong understanding of Microsoft SQL Server and relational database concepts.
• Ability to write complex SQL queries and troubleshoot data-related issues.
• Knowledge of database indexing, query execution, performance tuning, and database maintenance practices.
• Understanding of ERP, accounting, construction, project, and operational data and the relationships between transactions, master records, and reporting.
• Ability to understand, troubleshoot, and document legacy system integrations and customizations.

Crystal Reports

• Strong proficiency developing, modifying, maintaining, and troubleshooting Crystal Reports.
• Ability to build complex Crystal Reports involving multiple tables, joins, formulas, parameters, conditional logic, grouping, summaries, calculations, and sub-reports.
• Ability to understand and troubleshoot existing Crystal Reports developed by others, including reports containing complex business logic.
• Strong understanding of relational database structures and how they are used within Crystal Reports.
• Ability to develop SQL queries and other data sources that support Crystal Reports.
• Ability to identify and resolve report performance issues and inaccurate or inconsistent report results.
• Ability to validate and reconcile Crystal Report results against Sage 300 CRE and other source systems.
• Ability to translate financial, operational, accounting, and business requirements into effective reports.
• Ability to clearly document report logic, data sources, calculations, dependencies, and business purpose.

Data Migration & Future ERP Readiness

• Strong understanding of ETL concepts and techniques for extracting, transforming, validating, and loading large volumes of data.
• Ability to analyze legacy database schemas and understand relationships between ERP tables, transactions, master data, and historical records.
• Ability to develop detailed source-to-target data mappings for ERP migration.
• Strong understanding of data cleansing, normalization, deduplication, reconciliation, and validation techniques.
• Familiarity with staging databases, flat-file formats, data-import templates, and migration utilities.
• Ability to identify data-quality issues and work with business stakeholders to determine appropriate corrective action.
• Ability to analyze existing reports and document reporting requirements for recreation within a future ERP or business intelligence platform.

Integration & Technical Skills

• Ability to understand end-to-end system and data flows across multiple applications.
• Strong technical troubleshooting and root-cause analysis skills.
• Ability to evaluate technical solutions with consideration for maintainability, scalability, security, and long-term supportability.

Business & Project Skills

• Strong analytical and problem-solving skills with the ability to break down complex technical and business problems into understandable components.
• Ability to communicate effectively with employees, managers, department leaders, technical staff, vendors, consultants, and implementation partners.
• Ability to translate between business requirements and technical requirements.
• Strong documentation skills, including the ability to create system diagrams, process maps, data mappings, report documentation, integration documentation, technical requirements, and testing documentation.
• Ability to manage multiple priorities and maintain accurate, organized, and up-to-date technical documentation.
• Strong attention to detail, particularly when working with financial, operational, reporting, and migration data.
• Ability to work effectively both independently and collaboratively with business stakeholders and IT resources.
• Ability to coordinate activities and follow-up items with external vendors and implementation partners.
• Intellectual curiosity and a willingness to develop a detailed understanding of how business processes, systems, reports, and data interact.
• Ability to learn new ERP platforms, cloud technologies, integration technologies, reporting platforms, and business processes as the Company’s technology environment evolves.

Igel Difference – Our Benefits Package*

• Comprehensive Health Insurance
• Employees pay a low portion of their insurance premium
• Dental, Vision, Short Term Disability, Long Term Disability, and Life insurance are offered at no cost to the employee
• Incentive Compensation
• 401K Match
• 401K Profit Sharing
• Professional Development
• Student Loan Repayment Program
• Tuition Assistance
• Paid Vacation, Sick Time and Holidays
• Paid Parental Leave

*This list of benefits is intended to serve only as a representation of current benefit offerings. The Company reserves the right to modify benefit offerings at any time.

Equal Opportunity Employer