
Lead D365 Finance Consultant – Client Services
Arbi Arredobagno
full-time
Posted on:
Location Type: Remote
Location: Canada
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Salary
💰 CA$120,000 - CA$165,000 per year
Job Level
About the role
- Keep tickets updated and adhere to SLAs
- Follow defined processes and procedures
- Maintain accurate timesheets and submit as per defined policies
- Manage Managed Services cases and initiatives
- Maintain comprehensive documentation of case status, initiatives, solution designs, configurations, and any modifications made.
- Support in project planning, execution, and management by performing tasks such as data collection, and progress tracking.
- Collaborate with clients to understand their business objectives, challenges, and technology requirements. Conduct thorough assessments to identify areas where technology can drive improvements and efficiencies.
- Participate in client meetings and contribute to discussions.
- Manage client cases and initiatives, including regular communication and status updates.
- Design, develop and execute solutions that align with the client's needs and objectives.
- Analyze industry trends and provide strategic insights to clients. Stay up to date with emerging trends, tools, and technologies, and recommend their integration into client initiatives or cases when applicable.
- Prepare and provide detailed estimates on solutions and modifications for client initiatives, seeking client approvals, and track budget to actuals on those initiatives.
- Continuously monitor the performance of implemented solutions to identify areas for improvement or optimization. Provide recommendations for updates, upgrades, or modifications as needed.
- Maintain professionalism in Client engagements
- Seek and receive feedback
- Reply to clients in a timely manner, adhering to contracted SLAs
- Prepare clear and conscience reports, presentations and documentation to communicate findings and recommendations to clients
- Share learnings and knowledge to team members and clients
Requirements
- Bachelor's degree in a relevant field such as Business Administration, Economics, Finance, Engineering, etc. preferred.
- 6 - 8 years of D365F&SCM Finance implementation experience.
- Experience leading teams
- Good understanding of Managed/ Client Services.
- Previous experience working in IT/consulting companies preferred.
- MB-310 Microsoft Dynamics 365 Finance Certification
- Communication: Clear communication, both written and verbal, for collaborating with team members and conveying findings to clients. Proficient in English
- Systems: Familiarity with different operating systems and software applications.
- Analytical Skills: Analytical skills to gather and interpret data, identify trends, and draw meaningful insights.
- Knowledge: Familiarity with different operating systems and software applications.
- Strategic Thinking: Senior Consultants should have a strategic mindset and the ability to develop and execute project strategies.
- Client Relationship Management: Building and maintaining strong positive client relationships, identifying opportunities, understanding client needs and effectively communicating with clients are vital skills.
- Problem-Solving: Skilled at researching and solving problems and making data-driven decisions.
- Presentation Skills: The ability to deliver clear and persuasive presentations to clients and colleagues is crucial.
- Adaptability: Willingness to learn and adapt to new tasks and challenges. Flexibility to learn about different industries and client needs are important in this role.
- Teamwork: Often work in teams, so the ability to collaborate and contribute to group efforts is crucial.
- Innovation: Contributing innovative ideas and solutions is important for addressing complex challenges.
- Financial Acumen: Understanding project or initiative budgets, profitability, and financial implications is important.
Benefits
- Argano is an equal-opportunity employer.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
D365F&SCM Finance implementationdata collectionprogress trackingsolution designperformance monitoringbudget trackinganalytical skillsproblem-solvingstrategic thinkingpresentation skills
Soft Skills
clear communicationclient relationship managementadaptabilityteamworkinnovationprofessionalismfeedback seekingtimelinesscollaborationflexibility
Certifications
MB-310 Microsoft Dynamics 365 Finance Certification