Job Description Bachelor’s/Master’s Degree in Accounting or related field, CA can be plus 5+ years of relevant experience as a Microsoft D365 F&O Finance Lead Travel to client-site when necessary Experience with SCM is an asset. Excellent Communication Skills Microsoft Certified: Dynamics 365 Finance Roles & Responsibilities Financial Module Expertise: Being the subject matter expert in Microsoft Dynamics 365 Finance and Operations, with In-depth knowledge of Microsoft Dynamics 365 Finance and its modules, including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Financial Reporting, Bank and Cash Management, Management Reporter/FRx, Project Accounting Solution Design: Collaborating with business stakeholders and financial teams to design and implement financial solutions in Dynamics 365 that align with the organization's financial and accounting requirements. Configuration and Customization: Configuring and customizing financial modules within Dynamics 365, including chart of accounts, financial dimensions, ledgers, and other financial elements. Integration: Ensuring seamless integration between Dynamics 365 Finance and external financial systems, such as banks, payment gateways, and other financial tools. Reporting and Analytics: Developing and optimizing financial reporting and analytics within Dynamics 365 Finance, including balance sheets, income statements, and financial dashboards. Compliance and Regulations: Ensuring that financial processes and reporting within Dynamics 365 Finance comply with industry regulations and accounting standards. Optimization: Identifying opportunities to improve financial processes, enhance efficiency, and reduce operational costs within Dynamics 365 Finance. Training and Support: Providing training and support to finance consultants’ and end-users to ensure they can effectively use Dynamics 365 Finance. Troubleshooting: Diagnosing and resolving complex financial and accounting issues within the Dynamics 365 system. Documentation: Maintaining comprehensive documentation of financial processes, configurations, and best practices. Budget Management: Overseeing budgeting and forecasting processes within Dynamics 365 Finance, and ensuring that the system supports the financial planning needs of the organization. Vendor Management: Collaborating with vendors and external partners to implement financial solutions and integrations effectively. Compliance and Security: Ensuring data security and compliance with financial data by implementing proper access controls and data protection measures. Lead D365 F&O implementations from analysis phase and onward with little supervision from the Functional Solution Architect in a highly visible, client facing role Define functional requirement and design documents that developers can use for enhancements; Finalize and sign-off on FRD and FDD; Perform unit and system test scripts, and deployment plans Organize and manage entire training cycle; Train power users and end users on efficient use of the solution, share ‘tips and tricks’ Participate in pre-sales activities including proposal development and client presentations.
Job Title
Microsoft D365 F&O Finance Lead