Finance Systems Analyst IV; D365 F&O

Position: Finance Systems Analyst IV (D365 F&O)
The Finance System Analyst III is a key contributor within the Enterprise Shared Services (ESS) team, responsible for supporting the implementation, configuration, and ongoing optimization of Microsoft Dynamics 365 Finance & Operations (D365 F&O). This role combines hands-on finance and accounting process expertise with technical system knowledge to deliver end-to-end workflow solutions, financial reporting enablement, and planning/budgeting capabilities across the enterprise.

The Finance System Analyst III translates complex business requirements into solution designs, prepares solution diagrams and presentation materials for stakeholder alignment, and partners with cross-functional teams to assess current-state processes and enable future-state improvements. This individual also contributes to ongoing system support and optimization efforts following go-live, ensuring sustained value delivery.

KEY RESPONSIBILITIES D365 F&O Implementation & Solution Design Support the end-to-end implementation of Dynamics 365 Finance & Operations modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash & Bank Management. Develop and present solution diagrams that clearly illustrate end-to-end finance and accounting workflows, data flows, and system integration points. Collaborate with Solution Architects and technical teams to translate functional requirements into detailed Functional Design Documents (FDDs) and user stories.

Participate in fit/gap analysis sessions to evaluate D365 F&O capabilities against business requirements and recommend configuration or customization approaches. Support system configuration, data migration validation, and user acceptance testing (UAT) throughout implementation phases. Accounting & Finance Process Assessment & Enablement Conduct current-state assessments of accounting and finance processes to identify inefficiencies, control gaps, and automation opportunities within D365 F&O. Partner with process owners, controllers, and finance leadership to design future-state workflows that leverage D365 F&O standard functionality.

Develop process documentation including workflow maps, standard operating procedures (SOPs), and role-based responsibility matrices. Support change management activities by preparing enablement materials, conducting training sessions, and providing hands-on user coaching during system transitions. Financial Reporting & Planning/Budgeting Enablement Support the design and configuration of financial reporting solutions within D365 F&O, including Financial Reporter, Management Reporter, and Power BI integrations. Assist in enabling planning, budgeting, and forecasting capabilities by translating business planning requirements into system configuration.

Collaborate with finance stakeholders to define report specifications, validate data accuracy, and ensure reporting outputs align with organizational standards. Develop user guides and quick-reference materials to support self-service reporting and budget management by finance teams. Ongoing Support & System Optimization Provide post-implementation support by triaging functional issues, troubleshooting system behavior, and coordinating resolution with technical teams. Monitor system performance, user adoption metrics, and support ticket trends to identify areas for continuous improvement.

Evaluate and prioritize enhancement requests from Finance & Accounting stakeholders, preparing business cases and impact assessments. Stay current on D365 F&O release updates, new features, and best practices to proactively recommend system optimizations. Specific Qualifications Required Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related field. 5+ years of experience in business/systems analysis with a focus on Finance & Accounting processes.

2+ years of hands-on experience with Microsoft Dynamics 365 Finance & Operations or comparable ERP platforms (e.g., AX 2012, SAP, Oracle Financials). Demonstrated experience supporting ERP implementations through at least two full project life cycles. Working knowledge of financial reporting tools and planning/budgeting processes. Strong ability to create solution diagrams, process flow documentation, and stakeholder-ready presentations. Exceptional ability to communicate complex technical concepts to non-technical stakeholders and vice versa.

Experience developing and delivering end-user training programs and documentation. Preferred Advanced degree or professional certification (CPA, CMA, PMP, CBAP, MB-310, or similar).

Experience with Power BI, SSRS, or Financial Reporter for D365 F&O. Familiarity with Azure Dev Ops for backlog management, sprint planning, and requirements tracking.

Experience with change management frameworks (e.g., ADKAR, Prosci). Background in shared services or centralized operations environments. CORE COMPETENCIES Business Acumen - Solid understanding of Finance & Accounting operations,…