Microsoft Dynamics 365 Finance Analyst

Houston, Texas

Oscar
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What We Need From You

  • Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
  • 8+ years of experience working with Microsoft Dynamics 365 F&O and/or Dynamics AX 2012.
  • Experience with financial reporting tools (SSRS, Management Reporter, Power BI).
  • Experience with SQL queries, data extraction, and reporting tools (SSRS, Power BI, Financial Reporter).
  • Strong functional and technical knowledge of financial modules in Microsoft Dynamics 365 F&O / AX 2012.
  • Familiarity with data migration, integrations, and ERP support best practices.
  • Proficiency in Dynamics 365 F&O (or AX 2012) setup, configuration and business processes (record to report, procure to pay, order to cash).
  • Understanding of finance business processes (GL, AP, AR, FA, Budgeting, Procurement, Cash & Bank).
  • Familiarity with ERP integrations, data management, and reconciliation processes.
  • Knowledge of Microsoft Dynamics DMF, OData, business events, or API integrations is preferred.
  • Strong analytical and problem-solving abilities to diagnose and resolve ERP issues.
  • Excellent communication and stakeholder engagement skills, able to bridge the gap between business and IT teams.
  • Ability to work independently, manage multiple priorities, and drive process improvements.
  • Microsoft Dynamics 365 Finance & Operations Functional Consultant Associate Preferred

The Lead Business Analyst plays a key role in supporting and optimizing Microsoft Dynamics 365 Finance & Operations (D365 F&O) and Dynamics AX 2012 for financial and accounting functions. This role involves analyzing business processes, identifying system enhancements, supporting integrations, and troubleshooting ERP-related issues. The Lead Business Analyst will work closely with business users, IT teams, and third-party vendors to ensure smooth operations, system improvements, and effective reporting solutions. A strong understanding of financial modules, data management, reporting tools (SSRS, Power BI, Financial Reporter), and integrations is essential. Additionally, this is a key role for the Dynamics 365 F&O upgrade project, configuring and setting up the system, supporting testing, data migration, and training efforts to ensure a successful transition from Dynamics AX 2012.

  • ERP System Analysis & Support
  • Serve as a subject matter expert (SME) for Dynamics 365 F&O and Dynamics AX 2012, supporting finance, accounting departments, and shared services teams.
  • Analyze, troubleshoot, and resolve system issues, escalating complex cases as needed.
  • Work closely with business users to gather requirements, configure system settings, and recommend process improvements.
  • Maintain system documentation, configurations, and user guides to support ERP operations.
  • Financial Modules & Reporting
  • Provide expertise in General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, Organization Management, Treasury Automation Suite (ISV solution), Procurement & Sourcing, and Cash & Bank Management modules.
  • Support SSRS, Financial Reporter (Management Reporter), and Power BI reporting for financial and operational data insights.
  • Assist in financial period closing activities and troubleshooting posting issues, reconciliations, and financial reporting discrepancies.
  • Integrations & Data Management
  • Work with IT teams to support integrations between Dynamics 365 F&O (AX 2012) and external systems.
  • Perform data validation, reconciliation, and migration tasks to maintain system integrity.
  • Support the Dynamics 365 upgrade project, assisting with data mapping, cleansing, and all testing activities including unit testing, regression testing, and user acceptance testing (UAT).
  • Testing & System Enhancements
  • Participate in testing new features, patches, and upgrades to ensure system stability.
  • Document and communicate system enhancements, configuration changes, and business impacts to key stakeholders.
  • Assist with user training and knowledge transfer for ERP processes and best practices.
  • Collaboration & Stakeholder Engagement
  • Work closely with finance, accounting, treasury, procurement, and IT teams to align ERP solutions with business needs.
  • Support cross-functional projects related to finance transformation, process automation, and reporting enhancements.
  • Provide technical guidance and mentorship to junior analysts and Dynamics 365 F&O (AX 2012) users.
Desired Skills and Experience

Dynamics, F&O, Finance, Operations, Dynamics 365, Dynamics AX, Implementation, ERP, ERP Support, Troubleshoot, Business Analyst

Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Date Posted: 04 May 2025
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