D365 F&O Finance Analyst supporting Dynamics 365 Finance & Operations platform through application support and Finance process improvements. Collaborating with Finance stakeholders and IT teams while leading enhancements.
Responsibilities
Provide functional support for D365 F&O Finance modules: GL, AP, AR, Cash & Bank, Fixed Assets, Expense Management (scope may vary).
Triage and resolve incidents: reproduce issues, identify root cause, document fixes/workarounds, and escalate to technical teams/partners when needed.
Support period close activities (month-end/year-end): validation, issue resolution, and process guidance.
Maintain and support workflows (e.g., invoice approvals), posting setups, journals, and Finance parameters within approved governance.
Support user access/security requests and role-based access practices; assist with segregation-of-duties awareness.
Create and maintain knowledge articles, SOPs, and end-user guidance; deliver light training as needed.
Monitor data quality (vendors, customers, chart of accounts, dimensions) and support master data governance.
Lead or support small-to-medium Finance enhancements: requirements gathering, process mapping, solution design (functional), and delivery coordination.
Write clear user stories/functional specs, including acceptance criteria and test scenarios.
Configure Finance features (within role scope) and coordinate with developers for extensions/integrations.
Plan and execute SIT/UAT: test scripts, defect logging, validation, and sign-off support.
Support reporting and analysis needs: collaborate on Power BI/Excel extracts, reconciliations, and Finance insights.
Participate in release planning and regression testing; ensure changes meet compliance and control requirements.
Contribute to continuous improvement of Finance processes and platform usage (best practices, simplification, automation opportunities).
Requirements
0–3 years' experience in ERP functional support, business analysis, Finance systems, or similar (D365 F&O preferred).
Foundational understanding of core Finance processes: record-to-report, procure-to-pay, order-to-cash, month-end close basics.
Ability to gather requirements and translate them into functional documentation (user stories, specs, process flows).
Strong troubleshooting skills: issue triage, root-cause analysis, clear communication of status and resolution.
Strong Excel skills (pivot tables, lookups, reconciliations); comfort working with Finance data.
Strong communication and stakeholder management skills; ability to work with Finance and IT/partners.
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