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.

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
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.

Benefits

Medical, Dental, Vision, Life, AD&D, Disability and other voluntary benefits
Flexible Spending Accounts for Medical and Childcare
Paid Time Off, Family Leave for New Parents, Volunteer Time
Tuition Reimbursement
Commuter Transit (where available)
401k retirement savings with Company matching on employee contributions and/or qualified student loan repayments
Fitness Reimbursement
And other various wellness, diversity/inclusion and employee resource programs and initiatives

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Microsoft Dynamics 365 Finance & OperationsMicrosoft Dynamics 365 Project Operationsproject accountingbilling typescost controlsrevenue recognitionsecurity roles configurationworkflow configurationsystem troubleshootingprocess optimization

Soft Skills

organizational skillsanalytical skillsdocumentation skillsinterpersonal skillscommunication skillstraining skillsself-motivatedproactivecollaborativeattention to detail

Certifications

Microsoft Dynamics 365 Finance & Operations certificationMicrosoft Dynamics 365 Sales certification