UNIFY Dots

Financial Planning and Analysis

• Lead the implementation of the Finance workstream for Microsoft Dynamics 365 ERP (“D365”) including analysis, design, build, test, train, cutover, operations, and support.
• Conduct client workshops to define business requirements required for them to successfully implement the ERP solution.
• Capture these requirements in Business Scenario Documents/ Functional Requirements Documents / User Stories per the requirements of the project.
• Writing design documents for any customizations and reports for D365.
• Ensure the design documents capture boundary conditions and include comprehensive test scenarios.
• Review design documents, data mapping and integration mapping written by other team members.
• Configure D365 for General Ledger, Accounts Payable, Accounts Receivable, Credit and Collections, Fixed Assets, Tax, Bank Management, Budgeting, Workflows and Financial Reporting.
• Perform Data mapping and import data into D365 using data entities.
• Do field mapping between D365 and other integrating systems.
• Perform testing including functional testing, integration testing and automated testing using the Regression suite automation test tool.
• Lead training for D365 and associated systems to clients as well as to other Unify Dots team members.
• Provide pre-go live and post go live support to clients and manage any escalations including escalating to Microsoft for support.
• Conduct 1 training session at Unify University once a year.
• Write 2-3 D365 functional blogs articles per year on the Unify Dots blog.

Senior D365 Finance Consultant

Solutions Engineer

• Lead the implementation for Microsoft Dynamics 365 Finance, Project Operations (“D365”) projects including analysis, design, build, test, train, cutover, operations, and support.
• Manage client engagement and lead client workshops to define business requirements required for them to successfully implement the D365 solution.
• Ensure these requirements are captured in Business Scenario Documents/ Functional Requirements Documents / User Stories per the requirements of the project and onto Azure DevOps.
• Lead Conference Room Pilots to show case the D365 solution to clients.
• Create deliverable examples for other team members including Design documents for complex customizations and report modifications Data mapping and import data into D365 using data entities.
• Field mapping between D365 and other integrating systems.
• Review design documents for customizations, reports for D365, data mapping and integration mapping written by other team members.
• Ensure the design documents capture boundary conditions and include comprehensive test scenarios.
• Oversee configuration of D365 for Finance, Project Operations as required.
• Ensure a high-quality solution by providing leadership for testing including functional testing, integration testing and automated testing using the Regression suite automation test tool.
• Undertake Data mapping, Data migration and data import into D365.
• Lead training for D365 and associated systems to clients as well as to other Unify Dots team members.
• Lead pre-go live cutover and post go live support to clients and manage any issues including escalating to Microsoft for support.
• Provide pre-sales support as required.
• Providing estimations for customizations, report enhancements, workflows, batch jobs, upgrades, integrations and data migration work.
• Conduct 2 training sessions at Unify University every year.
• Write 3-4 D365 ERP functional blogs articles per year on the Unify Dots blog.

Senior D365 Finance Consultant

Finance Solution Architect – D365 F&O