D365 Finance & Operations Leadership 

• Serve as the primary functional expert for D365 Finance & Operations. 

• Lead the design, configuration, testing, implementation, and support of D365 Finance modules. 

• Drive adoption of Microsoft best practices and standard system functionality. 

• Evaluate new D365 capabilities and recommend solutions that improve business outcomes. 

• Support platform upgrades, One Version releases, and ongoing optimization initiatives. 

• Coordinate with Microsoft partners, managed service providers, and internal technical teams. 

Financial Process Analysis 

• Analyze and improve financial business processes across the organization. 

• Partner with Finance and Accounting leadership to identify opportunities for automation and process improvement. 

• Lead requirements gathering, process mapping, gap analysis, and solution design activities. 

• Ensure business processes are scalable, efficient, and aligned with internal controls. 

• Conduct cost-benefit and ROI analyses for proposed system enhancements and initiatives. 

Provide leadership, support, and enhancement recommendations in areas including: 

• General Ledger (GL) 

• Accounts Payable (AP) 

• ExFlow 

• Accounts Receivable (AR) 

• Fixed Assets 

• Cash and Bank Management 

• Treasury Automation  

• Financial Dimensions 

• Budgeting and Forecasting 

• Project Accounting 

• Cost Management 

• Revenue Recognition 

• Expense Management 

• Procurement and Vendor Management 

• Financial Reporting and Analytics 

Solution Design and Delivery 

• Lead workshops and functional design sessions with stakeholders. 

• Translate business requirements into functional specifications and solution designs. 

• Work closely with technical resources to design integrations, workflows, reports, and extensions. 

• Ensure compatibility, integration, and interoperability across enterprise applications. 

• Mitigate risks associated with customizations through thoughtful solution architecture. 

• Testing, Deployment and Support 

• Develop and execute testing strategies for new functionality and system enhancements. 

• Coordinate user acceptance testing and facilitate issue resolution. 

• Provide production support and participate in escalation and support processes. 

• Maintain application documentation, process diagrams, and support procedures. 

• Ensure successful deployment and post-implementation adoption of solutions. 

Reporting and Data Analysis 

• Partner with reporting and analytics teams to define reporting requirements. 

• Assist with financial data validation, reconciliation, and troubleshooting. 

• Support development of Power BI reporting solutions and financial dashboards. 

• Utilize data analysis techniques to identify trends, issues, and improvement opportunities. 

Leadership and Cross-Functional Collaboration 

• Act as a trusted advisor to business leaders and stakeholders. 

• Lead cross-functional initiatives involving Finance, Operations, HR, and IT. 

• Mentor and provide guidance to Business Systems Analysts and other team members. 

• Facilitate stakeholder alignment and drive consensus on solution approaches. 

• Influence strategic decisions related to enterprise applications and business processes. 

Governance and Compliance 

• Partner with Information Security to ensure appropriate controls and compliance requirements are implemented. 

• Support audit activities and financial system control reviews. 

• Ensure changes follow established governance, testing, and change management processes. 

• Maintain strong documentation and traceability for all system changes.