Dynamics 365 Finance & Operations (D365 F&O) Finance Analyst

Role Summary

We’re hiring a D365 F&O Finance Analyst to support and improve our Dynamics 365 Finance & Operations platform with a focus on Finance processes. This role blends day-to-day application support (60%) with project and continuous improvement work (40%)—ideal for someone who enjoys troubleshooting, partnering with Finance users, and helping deliver system enhancements.

You’ll work closely with Finance stakeholders (AP, AR, GL, Cash & Bank, Fixed Assets, Expenses) and collaborate with IT/implementation partners to stabilize operations, improve controls, and deliver well-tested changes.

Key Responsibilities (60% Support / 40% Projects)

60% — Application Support & Operations

• 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.

40% — Projects & Continuous Improvement

• 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.

Preferred / Nice-to-Have

• Hands-on exposure to D365 F&O Finance configuration (posting profiles, ledger setup, dimensions, workflows, tax basics).
• Familiarity with LCS, Azure DevOps (work items/test plans), and release management concepts.
• Experience supporting month-end close in an ERP environment.
• Basic knowledge of data tools: SQL concepts, Power Query, Power BI.
• Microsoft certifications (nice to have): MB-310 (Finance), MB-300, or related.

Key Skills & Competencies

• Finance process mindset + systems thinking
• Structured problem-solving and incident management
• Documentation discipline (clear, auditable change notes)
• Testing rigor (SIT/UAT, regression awareness)
• Prioritization and time management in a mixed support/project workload
• Collaboration across Finance, IT, and external partners

Education

• Bachelor's degree in finance, Accounting, Business, Information Systems, or related field (or equivalent practical experience).