Dynamics Systems Manager

Responsibilities

• Provide timely end-user support for sales, project management, billing, and accounting functions within Dynamics 365 F&O and Project Operations.
• Serve as the subject matter expert (SME) for project accounting modules including sales & opportunities, project set up, billing, and collections.
• Administer and configure system settings, workflows, and security roles related to project, sales, and accounting functionality.
• Collaborate with business development, finance, IT, and project management teams to translate business needs into system solutions and reporting tools.
• Support month-end and cycle-close activities by ensuring timely support of project transactions, invoices, and revenue recognition.
• Partner with finance, IT and business stakeholders to plan and execute system upgrades, patches, and enhancements.
• Lead and participate in User Acceptance Testing (UAT) and regression testing to validate system changes and ensure stability.
• Develop and maintain system documentation, including standard operating procedures, configuration records, and user guides.
• Identify opportunities to streamline processes, improve reporting, and automate recurring tasks.
• Train and coach users on effective system use and best practices.
• Act as a strategic partner in system planning by aligning platform capabilities with organizational goals.
• Monitor industry trends, new features, and product roadmaps to recommend and plan system enhancements that improve efficiency and competitiveness.
• Support sales and business development teams in managing opportunity pipelines, customer and contact lifecycle management, and integration between CRM and ERP modules.
• Collaborate with stakeholders to improve end-to-end business processes across project delivery, sales, and finance functions.
• Provide analysis and recommendations on system performance, usage, and process optimization to leadership.
• Ensure alignment of system design with compliance, audit, and data governance requirements.

• Bachelor’s degree in accounting, finance, information systems, business administration, or related field (or equivalent experience)
• 10+ years of proven experience as a system administrator or support specialist with Microsoft Dynamics 365 Finance & Operations and Project Operations; exposure to Dynamics 365 Sales or Customer Engagement is a plus
• Strong understanding of project accounting concepts including billing types (T&M, fixed fee, intercompany), cost controls, and revenue recognition
• Experience supporting sales processes including opportunities, customer lifecycle, and contact management
• Experience configuring security roles, workflows, and integrations in D365
• Ability to troubleshoot system issues and work with technical teams to resolve them
• Familiarity with month-end close processes, billing cycles, and project management practices
• Strong organizational, analytical, and documentation skills with attention to detail
• Excellent interpersonal and communication skills, with the ability to train and support users of varying technical backgrounds
• Self-motivated, proactive, and comfortable working both independently and collaboratively
• Relevant certifications in Microsoft Dynamics 365 Finance & Operations or Dynamics 365 Sales are highly desirable.

Demonstrates expertise in Microsoft Dynamics 365 Finance & Operations and Project Operations, with a strong focus on project accounting, system configuration, and user training. Capable of collaborating with cross‑functional teams to enhance system performance and streamline business processes.