Senior Business Analyst

We are seeking a highly experienced and proactive Senior D365 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

• 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.

• 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.

• 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

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

• 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.