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.


