Dynamics 365 Specialist

A Dynamics 365 F&O Functional Specialist with Global Ledger experience (5+ years)professional who has hands-on expertise in implementing, configuring, and supporting Microsoft Dynamics 365 Finance & Operations (F&O), specifically focusing on the Global Ledger (also known as General Ledger). With 5 +years of experience, this role would typically involve a blend of both functional and technical knowledge, allowing the specialist to manage financial systems while ensuring compliance and integration across various business units, regions, and currencies.

Key Responsibilities:

1. Global Ledger Configuration and Management:
   • Set up and maintain General Ledger (GL) configurations, including chart of accounts, journal setups, and posting profiles.
   • Manage multi-currency and multi-company structures to ensure seamless financial transactions across global entities.
   • Configure and maintain financial dimensions, ensuring they meet the needs of the business and align with financial reporting requirements.
2. Integration with Other Modules:
   • Work closely with other functional areas (Accounts Payable, Accounts Receivable, Procurement, Sales, etc.) to ensure smooth integration and data flow between modules.
   • Monitor and troubleshoot cross-module transactions to ensure accurate posting to the Global Ledger.
   • Support intercompany transactions and reconciliation processes, ensuring accuracy across different legal entities.
3. Financial Reporting and Analysis:
   • Assist in the setup of financial reporting tools and templates within Dynamics 365 F&O, including balance sheets, income statements, and trial balances.
   • Work on month-end closing, ensuring that all journal entries are posted correctly, and provide reports as needed for senior management and auditors.
   • Perform data reconciliation between the Global Ledger and other modules to ensure data integrity.
4. Business Process Optimization:
   • Understand and analyze the organizations business processes related to financial management and suggest improvements.
   • Help implement best practices for financial transaction processing, accounting structures, and closing processes.
   • Act as a subject matter expert on Global Ledger configurations, ensuring that financial operations run smoothly.
5. System Testing & Issue Resolution:
   • Participate in system testing, including unit testing, integration testing, and user acceptance testing (UAT).
   • Identify and resolve issues with financial data entry, posting errors, or integration problems across various modules of Dynamics 365 F&O.
   • Collaborate with developers and technical teams to address more complex issues related to customizations or system bugs.
6. End-User Support and Training:
   • Provide end-user training and ongoing support for finance teams and other business stakeholders.
   • Develop user documentation and assist in the creation of knowledge-sharing materials to enable users to work efficiently with the system.
7. Global Regulatory Compliance:
   • Assist in configuring the system to comply with local tax laws, financial regulations, and reporting standards (e.g., IFRS, GAAP, country-specific rules).
   • Ensure that statutory financial reports can be generated based on global requirements.
8. Continuous Improvement:
   • Stay updated with new features and releases within Dynamics 365 F&O and identify opportunities to apply these updates to improve system performance and functionality.
   • Regularly assess the effectiveness of financial processes and contribute to ongoing improvements in automation and efficiency.

Key Skills and Qualifications:

1. Core Dynamics 365 F&O Expertise:
   • 3-5 years of practical experience working as a Functional Consultant or Specialist in Dynamics 365 Finance and Operations.
   • Hands-on experience with Global Ledger (General Ledger), including multi-entity, multi-currency, and multi-country configurations.
   • Solid understanding of financial dimensions, journals, and accounting structures in Dynamics 365 F&O.
2. Financial & Accounting Knowledge:
   • Understanding of accounting principles (IFRS, GAAP) and their application in an ERP environment.
   • Experience with financial reporting, month-end closing, and consolidation processes in a global context.
3. Technical Acumen:
   • Knowledge of system integration between Global Ledger and other F&O modules such as Accounts Payable (AP), Accounts Receivable (AR), and Procurement & Sourcing.
   • Basic understanding of SQL or Power BI for reporting and data analysis is a plus.
4. Problem-Solving and Troubleshooting:
   • Ability to identify, analyze, and resolve issues related to financial transactions, data discrepancies, and system integration.
5. Project Experience:
   • Previous experience working on at least one Dynamics 365 F&O implementation or a similar ERP project, specifically related to General Ledger.
   • Experience participating in user training and post-go-live support.
6. Soft Skills:
   • Strong communication skills, both verbal and written, for interacting with stakeholders at all levels.
   • Ability to manage multiple priorities and work in a fast-paced, project-driven environment.
   • Good analytical and organizational skills to handle complex financial data and systems.