Candidate Cover Sheet - Microsoft Dynamics AX (D365) Senior Functional Consultant #217271

This candidate is a Certified Public Accountant with over 25 years of corporate accounting and finance experience and certified Microsoft Dynamics 365 for Finance and Operations in Financial Management. They are a professional with diversified corporate experience in many facets of business including Accounting, Financial Planning, and Analysis, Financial Reporting, Accounts Payable, Treasury, Cash Management, Hedging & Derivatives of Foreign Currency and Interest rates. This candidate is currently providing clients with consulting services interested in upgrading or replacing their existing ERP systems to Microsoft Dynamics AX or D365.

This candidate’s Corporate Experience includes

• Accounting:
  • Month-end Close
  • Financial Reporting
• Financial Planning & Analysis:
  • Budgeting and Forecasting
  • Variance Analysis• Cash Management:
  • 13-week Liquidity Forecasting (USD & FX)
  • Debt Management of bank syndicate, revolvers, tranches, related party loans, etc.
•  Hedging:
  • Interest Rate Swaps
  • Cash Management
• Shared Services:
  • Accounts Payable
  • Payroll
• Project Management:
  • Process Flows
  • Requirements gathering, Testing
• Cost Saving Initiatives:
  • Evaluating processes for cost-effectiveness
  • Applying logical alternatives for significant cost savings
• Process Optimization and Integration:
  • Reorganization of duties
  • Staff Development and Empowerment
  • Consulting experience:

This candidate is also a certified professional in Microsoft Dynamics 365 for Finance and Operations Financial Management. They are an expert at collaborating with clients and team members to plan, organize, implement and train team members on Microsoft Dynamics 365 for Finance and Operations. They also have experience with mplementations that are designed to meet best practice processing, internal controls, and reporting of General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Budget, Financial Designer Management Reporter, and month-end closing. 

In a recent position, this candidate’s role and responsibilities included:

• Conduct Microsoft Dynamics 365 for Finance and Operations technical trainings and implementations in all areas of Accounting and Finance.
• Provide Accounting best practice guidance to meet GAAP and IFRS standards.
• Enhance Internal Controls.
• Train teams to work with Financial Reporter Designer (MR) to meet their financial reporting needs.
• Create BRD (Business Requirements Document) to provide detailed instructions for developers to modify or create code in order to resolve financial reporting challenges pertaining to Accounts Receivable, Accounts Payable, NSF, Fixed Assets, Rebates, Received Un-Invoiced and Revenue Recognition.
• Created a year-end Accounting close checklist and training document.
• Modified User roles to ensure segregation of duties.
• Conducted weekly status meetings with key team members to ensure open system issues were prioritized and resolved in the most expeditious manner.
• Worked with SharePoint in managing a client’s incident log; established thresholds and standards to ensure progress was monitored.