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Business Lead - Technology Modernization- Finance
Business Lead - Technology Modernization- FinanceHolt Cat • San Antonio, TX, US
Business Lead - Technology Modernization- Finance

Business Lead - Technology Modernization- Finance

Holt Cat • San Antonio, TX, US
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Business Lead - Technology Modernization- Finance

Job Category

Info Technology Mgr

Requisition Number

BUSIN011913

  • Posted : September 22, 2025
  • Full-Time
  • On-site

Locations

Showing 1 location

Description

Job Summary :

The Business Lead – Technology Modernization serves as the voice of the business and drives the successful implementation and ongoing improvement of our organization's ERP system for a given functional value stream. This role will focus on aligning the ERP initiative with the value stream's strategic goals, driving business transformation, and ensuring smooth collaboration with other value streams and the Principal Business Lead. The ideal candidate will have exceptional leadership, communication, and business knowledge, and be a trusted partner in this high-impact program.

The incumbent in this position is expected to model the following practices daily :

  • Demonstrate alignment with the company's mission and core business values.
  • Collaborate with key internal / external resources.
  • Participate in ongoing self-development.
  • Facilitate change management between IT and business partners, acting as an emissary.

    • Essential Functions :

  • 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.
  • Hires, develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS).
  • Leads the ERP project value stream by aligning it with the implementation's broader business goals. Collaborates with project leadership to support the vision, objectives, and scope of the project to support growth and operational excellence.
  • Oversees the value stream and related workstreams within the ERP Project, ensuring that it stays on track, within budget, and delivers value to the organization. Monitor progress, manage resources effectively, and resolve any issues that arise in collaboration with other project resources.
  • Ensures the maximization of investment and capabilities of the purchased or proprietary software products supporting his / her value stream.
  • Fosters collaboration with departments such as Parts, Service, Equipment / Asset Operations, HR, Data, and IT to ensure the value stream addresses the diverse needs of the business.
  • Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Promotes initiatives that enhance decision-making, eliminates waste, and creates operational efficiencies.
  • Supports change-management efforts to ensure the successful adoption of new processes and systems across the value stream. Executes strategies to engage employees, address resistance, and drive successful transitions.
  • Conducts discovery sessions, gathers requirements, creates process maps, performs analysis, identifies root causes to issues, QA tests, validates data, and creates functional documentation. Supervises Business Analysts when they execute these activities.
  • Advocates for leveraging "Out of the Box" functionality rather than custom solutions.
  • Builds and maintains strong relationships with key stakeholders across the business. Provides regular updates on value stream progress, manages expectations, and ensures that project leadership and business units are fully informed and engaged throughout the project.
  • Ability to communicate, pitch, and evangelize product features, and product strategy to both a technical and non-technical audience with ease.
  • Collaborates with business stakeholders and Subject Matter Experts to grasp the business strategy and vision, then crafts, refines, approves, and prioritizes features to deliver effective, compliant solutions that balance investment costs with business value.
  • Defines the success metrics for the value stream and demonstrates user engagement, behavior change, and value to clients and internal partners.
  • Aligns with Project Manager and Principal Business Lead to ensure external partners and vendors provide services to align with the value stream's needs. Escalates promptly if timeline and milestones are not met.
  • Ensures that employees are properly trained and equipped to leverage new systems and processes. Participates in training program creation to maximize employee engagement and system utilization.
  • Evaluates information to form metrics for customer / business partner software product usage, customer behavior, or other business metrics, and solicits and embraces feedback from others.
  • Identifies unarticulated ERP business needs and coordinates between stakeholder groups to address them.
  • Performs problem solving and prototype new procedures for the purpose of enhancing ERP business processes, operations, and information process flow.
  • Takes ownership to ensure new ERP solutions are delivered successfully.
  • Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
  • Performs other duties as assigned.

    • Knowledge, Skills, and Abilities :

  • Exceptional leadership and people management skills, with the ability to motivate and guide teams.
  • Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders
  • Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are required
  • Consistently demonstrates high emotional intelligence, resiliency and the ability to work well under pressure; must be agile and comfortable with change
  • Experience in managing multiple priorities and delivering results in fast-paced environments.
  • Strong problem-solving skills and the ability to navigate challenges effectively.
  • Ability to focus on business value results, rather than solutions. Results and value oriented
  • Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy, stamina, and enthusiasm.
  • Demonstrates strong working knowledge of the value stream with deep expertise. Possesses foundational understanding across related functions.
  • Ability to execute in a fast paced, rapid iteration environment while balancing multiple priorities.
  • Ability to make trade-off decisions between possible and desirable, which requires a good sense of what is technically feasible.
  • Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors.
  • Effective at influencing and convincing others into action yet able to also be a collaborative team member.
  • Ability to stay focused and thrive in a fast-paced, high-energy, challenging environment where there are multiple competing priorities daily.
  • Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
  • Be comfortable working in a matrix environment and foster motivation within the project team to meet tight deadlines. Ability to inspire individuals and teams to achieve success.
  • Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles.

    • Specifications / Focus Area :

    Finance

  • Finance operations, including General Accounting, Accounts Payable, Accounts Receivable, Credit & Collections, Financial marketing, Sales Support / Machine Invoicing.
  • Demonstrates strong working knowledge of the Finance value stream with deep expertise in General Accounting and Financial Reporting.
  • Possesses foundational understanding across related functions including Accounts Payable, Accounts Receivable, Credit and Collections, Financial Marketing, Procurement, Sales Support / Machine Invoicing, Tax and Audit.

    • Service

  • Service operations, including Machine and PSD Shop and Field execution.
  • Demonstrates strong working knowledge of the Service value stream across key workstreams, including Machine and PSD Shop and Field service execution and operations functions such as work order management, scheduling, maintenance solutions, rebuild processes, component handling, standard jobs execution, and CAT support.

    • Education and Experience :

  • Bachelor's degree in Business Administration, Management, Accounting, Information Technology or a related field.
  • Minimum of 7 years of experience in process improvement, business operations, and / or project management.
  • Minimum of 7 years of value stream experience strongly preferred.
  • Proven experience as a highly collaborative liaison between multiple departments.
  • Strong ability to influence decision-makers and lead teams toward shared objectives.

    • Supervisory Responsibilities :

  • This position may direct and manage employees within an assigned department or value stream. Responsibilities include, but are not limited to interviewing, hiring, and training employees; planning, assigning, and directing work; coaching and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

    • Travel :

  • Up to 30% and overnight travel may be expected.
  • Valid driver's license required.

    • Physical Requirements :

  • This role frequently communicates with others, must be able to exchange accurate information in these situations
  • This role routinely uses standard office equipment such as computers, phones, photocopiers, and conference room AV / video equipment.
  • Works primarily in a professional office environment.
  • This role constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
  • Frequently works at fast pace with unscheduled interruptions.

    • Disclaimer :

    Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

    J-18808-Ljbffr

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    Finance Finance • San Antonio, TX, US

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