Senior D365 Finance & Operations Business Analyst

We are seeking a highly experienced and proactive Senior D365 Finance & Operations Business Analyst to join our team. The ideal candidate will have a deep and hands-on understanding of D365 F&O (Finance and Operations) and its core financial modules, as well as Treasury Automation Suite & Exflow. This role requires a professional who can not only configure and support the system but also work closely with cross-functional teams including Finance, Operations, and IT to gather/understand business requirements, provide solutions, and ensure successful system adoption.

Essential Duties:

System Administration

• Support & Configure D365 modules to meet business requirements.
• Accounts Payable (including Exflow).
• General Ledger (including Financial Reports).
• Accounts Receivable (subscription & project billing).
• Fixed Assets.
• Cash & Banking (including Treasury Automation Suite – bank recon, positive pay, EFT).
• Configure and Setup new legal entities, including all necessary financial components as well as drive configuration consistency between all entities.
• Configure and Set up Co-pilot for certain modules.
• Assist with building, maintaining & fixing workflows.
• Document customizations, configurations, and workflows.
• Participate, Develop & Own Robust QA/Regression Testing.
  
  

User Support & Training

• Provide technical support to D365 users, troubleshooting, reperforming & resolving problems in a timely manner.
• Develop and deliver training materials (as needed) and sessions to educate users on D365 functionality and best practices – especially new features in upgrades.
• Act as a point of contact for user inquiries and escalations, maintaining a high level of customer satisfaction.
  
  

Continuous Improvement

• Stay informed about new features, updates, and best practices related to D365.
• Proactively identify opportunities to optimize and enhance the D365 environment to better support business processes and objectives.
• Participate in ongoing process improvement initiatives to streamline workflows and increase efficiency.
  
  

Education/Experience:

• Bachelor’s degree in Computer Science, Information Technology, Accounting or related field.
• D365 F&O Expertise: 5 Years - Extensive hands-on experience as a Business Analyst or Consultant with D365 F&O finance modules.
• Full Lifecycle Project Experience: Proven experience leading and delivering complex finance-specific projects, from initial scoping to go-live and support.
• Financial Process Knowledge: Deep understanding of core financial processes including P2P, O2C, and the month-end close cycle.
• Technical Skills: Experience with workflow configuration and security setup within D365 F&O.
• Analytical Skills: Demonstrated ability to analyze business processes, identify inefficiencies, and propose effective solutions.
• Communication: Excellent communication skills, with the ability to explain complex technical and financial concepts to non-technical stakeholders.
• Strong problem-solving skills and attention to detail.
• Must be naturally curious.
  
  

Certificates/Licenses:

• Microsoft certifications in Dynamics 365 or related technologies (e.g., MCSA: Microsoft Dynamics 365, MCSE: Business Applications) are a plus.
  
  

Job Knowledge, Skill, and Ability Preferences

• Must be a self-starter with the ability to take initiative and drive positive changes.
• Experience and maturity to handle confidential and sensitive data and information.
• In-depth understanding of accounting systems, business processes, industry standards & internal controls.
• Strong organizational skills, including ability to handle multiple projects simultaneously in a fast-paced environment.
• Proficiency w Excel and data analytics in general.
• Knowledge of the D365 Expense Management module.
• Experience with intercompany relationships and configurations.
• Familiarity with financial reporting tools.
• Familiarity with document template tools like Docentric a plus.