Scope
:

• 
  The
  Business Analyst supports the delivery of assigned enhancements of the
  Office of the Public Guardian and Trustee (OPGT) Modernization program,
  including functionality intentionally sequenced beyond the Minimum Viable
  Product (MVP).
• 
  The
  role bridges business requirements, solution configuration, and validation
  activities, working closely with business stakeholders and subject matter
  experts to elicit, analyze, and refine business and functional
  requirements. Strong communication and interpersonal skills are critical
  to success, as the Business Analyst must build effective working
  relationships, facilitate discussions, and ensure business needs are
  accurately understood, documented, and clearly articulated.
• 
  The
  Business Analyst translates business needs into clear, prioritized user
  stories and acceptance criteria and plays a key role in validating that
  implemented solutions meet business expectations. This includes active
  participation in testing and quality assurance activities from a business
  validation perspective, such as supporting system, integration, and user
  acceptance testing (UAT), validating test outcomes against documented
  requirements and acceptance criteria, and confirming business readiness for
  solution sign‑off and deployment.
• 
  The
  Business Analyst collaborates closely with Solution Architects,
  Developers, testing teams, and business users throughout the delivery
  lifecycle, from requirements definition through testing, deployment, and
  transition to operations. Familiarity with Microsoft Dynamics 365 Finance
  & Operations (F&O) is considered desirable, particularly where
  business processes or solution components interact with financial or
  accounting functions.

Assignment Deliverables
:

The Business Analyst will be responsible for delivering the
following outputs in support of assigned enhancements of the OPGT Modernization
program:

Business and Functional Requirements:

• 
  Elicit,
  analyze, and document business and functional requirements in
  collaboration with business stakeholders and subject matter experts.
• 
  Develop
  clear, prioritized user stories and business led acceptance criteria
  aligned with approved scope and business objectives.

Functional Design and Configuration Support:

• 
  Provide
  functional guidance for Microsoft Dynamics 365 Customer Engagement (CE)
  and Finance & Operations (F&O) configuration, customization,
  workflows, forms, dashboards, reports, and integrations.
• 
  Participate
  in functional and technical design reviews to ensure alignment with
  business requirements and industry accepted best practices.

Testing and Validation Artifacts (Business QA Ownership):

• 
  Develop
  and document testing artifacts, including business test scenarios, test
  cases, and validation results.
• 
  Support
  system integration testing (SIT), user acceptance testing (UAT),
  regression testing, and deployment readiness activities from a business
  validation perspective.
• 
  Verify
  configured workflows, dashboards, forms, reports, and interfaces against
  documented business requirements and acceptance criteria.
• 
  Validate
  test outcomes and confirm readiness for business sign off prior to
  deployment.

Defect and Issue Management:

• 
  Support
  defect identification, analysis, and business validation during testing
  and deployment phases.
• 
  Assess
  business impact and collaborate with the Project Manager and delivery
  teams to escalate high impact issues as required.

Operational Readiness and Knowledge Transfer:

• 
  Support
  deployment readiness, transition activities, documentation, and knowledge
  transfer to enable adoption and sustainable operations beyond the initial
  MVP release.

Requirements

Experience and Skill Set Requirements:

Must Haves:

• 
  8–10+
  years of experience as a Business Analyst, with significant experience
  supporting testing and validation activities in enterprise IT initiatives.
• 
  Proven
  experience working with Microsoft Dynamics 365 Customer Engagement (CE)
  and/or Finance & Operations (F&O) in enterprise solution
  environments.
• 
  Experience
  supporting large‑scale system implementations or modernization programs,
  including post‑go‑live enhancement phases.
• 
  Experience
  working in structured governance environments, including formal testing,
  validation, and business approval processes.
• 
  Strong
  analytical, documentation, and communication skills, with demonstrated
  ability to validate solutions against business requirements and acceptance
  criteria.

Nice to Have:

• 
  Relevant
  Microsoft Dynamics 365 certification (e.g., Finance Functional Consultant
  Associate or equivalent) is considered an asset.

Skill Set Requirements:

Mandatory Requirements

• 
  8–10+
  years of experience as a Business Analyst, with significant experience
  supporting testing and validation activities in enterprise IT initiatives.
• 
  Proven
  experience working with Microsoft Dynamics 365 Customer Engagement (CE)
  and/or Finance & Operations (F&O) in enterprise solution
  environments.
• 
  Experience
  supporting large‑scale system implementations or modernization programs,
  including post‑go‑live enhancement phases.
• 
  Experience
  working in structured governance environments, including formal testing,
  validation, and business approval processes.
• 
  Strong
  analytical, documentation, and communication skills, with demonstrated
  ability to validate solutions against business requirements and acceptance
  criteria.
• 
  Relevant
  Microsoft Dynamics 365 certification (e.g., Finance Functional Consultant
  Associate or equivalent) is considered an asset.

Desired Skills and Experience:

The ideal candidate will demonstrate strong functional,
analytical, and testing expertise within enterprise ERP and CRM environments:

Dynamics 365 Functional Expertise:

• 
  Strong
  hands‑on experience with Microsoft Dynamics 365 Customer Engagement (CE),
  with working knowledge of Finance & Operations (F&O).
• 
  Knowledge
  of Dynamics 365 configuration capabilities, including workflows,
  dashboards, forms, views, reports, and integrations.

Business Analysis and Testing (Business QA Focus):

• 
  Strong
  experience eliciting, analyzing, and documenting business and functional
  requirements.
• 
  Solid
  understanding of quality assurance concepts, testing methodologies, and
  business validation processes for ERP and CRM solutions.
• 
  Experience
  developing business test scenarios and test cases, and supporting system
  integration testing (SIT), user acceptance testing (UAT), and regression
  testing to validate alignment with requirements and acceptance criteria.

Tools and Delivery Practices:

• 
  Experience
  using tools such as Azure DevOps for requirements, test case, and defect
  management.
• 
  Familiarity
  with both automated and manual testing approaches from a business
  validation perspective.
• 
  Understanding
  of agile, iterative, or SDLC‑based delivery methodologies.

Communication and Collaboration:

• 
  Strong
  analytical, problem‑solving, and communication skills.
• 
  Ability
  to explain complex functional and technical concepts clearly to non‑technical
  stakeholders.
• 
  Demonstrated
  experience working collaboratively with internal teams, business
  stakeholders, and vendors across the delivery lifecycle.

Business & Functional Requirements Analysis:

Demonstrated experience leading and supporting business and
functional requirements analysis within enterprise IT initiatives, including:

• 
  Eliciting,
  analyzing, and documenting business and functional requirements in
  collaboration with business stakeholders and subject matter experts.
• 
  Translating
  business needs into clear, structured requirements artifacts, such as:
• 
  business
  requirements documents
• 
  functional
  requirements
• 
  user
  stories and supporting documentation
• 
  Developing
  prioritized user stories and business‑led acceptance criteria that are
  traceable to approved scope and business objectives.
• 
  Facilitating
  requirements gathering workshops, working sessions, or interviews to
  ensure business needs are accurately understood, validated, and agreed
  upon.
• 
  Ensuring
  requirements are complete, unambiguous, and testable, enabling downstream
  solution design, configuration, and validation activities.
• 
  Managing
  requirements across iterative or enhancement‑driven delivery approaches,
  including incorporating feedback and changes during post‑MVP solution
  evolution.

Testing, Validation & Business QA Ownership:

Demonstrated experience owning and supporting business‑led
testing and validation activities within enterprise IT initiatives, including:

• 
  Developing
  and documenting business test scenarios and test cases aligned with
  business requirements, functional specifications, and acceptance criteria.
• 
  Supporting
  system integration testing (SIT), user acceptance testing (UAT), and
  regression testing from a business validation perspective.
• 
  Validating
  test outcomes against documented requirements and acceptance criteria,
  confirming that solutions meet business expectations.
• 
  Reviewing,
  analyzing, and business‑validating defects, including:
• 
  confirming
  expected vs actual behavior
• 
  assessing
  business impact
• 
  collaborating
  with delivery teams to support resolution
• 
  Supporting
  deployment readiness activities, including confirming business readiness
  for go‑live or release.
• 
  Demonstrated
  experience confirming readiness for business sign‑off prior to deployment,
  based on test results and validated outcomes.
• 
  Experience
  participating in testing and validation activities within structured
  governance or approval frameworks.

Dynamics 365 Functional & Configuration Expertise:

Demonstrated experience applying functional knowledge of
Microsoft Dynamics 365 solutions to support requirements definition, solution
validation, and business process alignment, including:

• 
  Strong
  hands‑on experience with Microsoft Dynamics 365 Customer Engagement (CE)
  from a functional user and configuration perspective.
• 
  Working
  knowledge of Dynamics 365 Finance & Operations (F&O) concepts,
  particularly where business processes, financial activities, or accounting
  functions interact with CRM functionality.
• 
  Functional
  understanding of Dynamics 365 configuration capabilities, such as:
• 
  workflows
  and business process flows
• 
  forms,
  views, dashboards, and reports
• 
  security
  roles and access considerations
• 
  integrations
  and data interactions
• 
  Experience
  providing functional guidance to delivery teams by:
• 
  clarifying
  expected system behavior
• 
  validating
  configuration against business requirements
• 
  supporting
  functional and technical design reviews
• 
  Ability
  to assess whether configured workflows, interfaces, and system behaviors
  accurately support documented business processes and requirements.
• 
  Experience
  supporting business users by explaining system functionality and helping
  confirm that configured solutions align with operational needs.

Delivery Collaboration, Governance & Communication:

Demonstrated experience working effectively within
structured enterprise delivery and governance environments, including:

• 
  Experience
  collaborating closely with cross‑functional delivery teams, such as:
• 
  Solution
  Architects
• 
  Developers
• 
  Testers
  / QA teams
• 
  Project
  Managers and vendors
• 
  Experience
  working within formal delivery or governance frameworks, including:
• 
  defined
  approval and sign‑off processes
• 
  structured
  testing and validation checkpoints
• 
  controlled
  change or defect‑management processes
• 
  Ability
  to communicate business and functional requirements clearly to both
  technical and non‑technical stakeholders.
• 
  Demonstrated
  experience facilitating discussions, workshops, or working sessions to
  support decision‑making, issue resolution, or requirement clarification.
• 
  Experience
  producing and maintaining clear, concise documentation to support delivery
  transparency, business understanding, and operational readiness.
• 
  Ability
  to work effectively in complex stakeholder environments, building trust
  and alignment across business and technical groups.