Dynamics 365 Finance & Operations ERP Analyst

About Us:

Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues.

For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done.

Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A

Summary:

Under the supervision of the Director, Finance & Accounting Operations, the Dynamics 365 F&O ERP Analystdiscovers, synthesizes, and analyzes information to elicit business needs, document requirements, devise strategies and solutions, prioritizes business requests, and proposes changes with the goal of improving business outcomes for enterprise-level ERP projects.

Dynamics 365 Finance & Operations (F&O) is the Funds’ Enterprise Resource Planning (ERP) system that provides the ability to automate, manage global operations, and allows real-time visibility to support decision-making, forecast future outcomes, and foster organizational growth. In this role, you will support the organization’s ERP vision, encourage department and business stakeholder collaboration, and inspire forward-thinking ideas.

Essential Duties and Responsibilities:

• Manage key ERP initiatives driven by the Accounting leaders and business stakeholders;
• Lead daily support operations of ERP system by working closely with Subject Matter Experts (SMEs) to support all departments and users, with direct alignment to corporate policies, procedures, and best practices
• Provide 1st and 2nd level support for end users;
• Ensure the solutions for the Finance, Accounting, Accounts Payable, Procurement, and related business operations are sound and work well with the solutions being offered throughout the project as a whole;
• Participate in recurring and ad-hoc meetings to evaluate productivity insights, share project updates, and facilitate teams with proactive solutions
• Evaluate future ERP needs/projects, resource requirements, and establish timelines with management
• Partner with the IT Business Analysts team and others to receive mentorship, training, and best practices in the approach to functional analysis, issue resolution, and requirements elicitation
• Engage in industry events, nurture a culture of continuous learning, and encourage an integrated approach to the use of the ERP system
• Provide user training, go-live support and post go-live process improvement workshops/sessions;
• Engage with end users and resolve support issues based on the SLAs defined for the corresponding issue priority.
• Perform functional installation, hands-on configuration, and identify when more specialized development work is necessary.
• Partner with vendors to deliver identified development projects or support issues related to the ERP system.
• Work with department users to make sure adequate training is provided and system processes are well documented
• Collaborate with enterprise stakeholders and end users to identify, understand, and document business and technical processes and requirements;
• Analyze, prioritize and map current business processes;
• Conduct gap analyses and create viable functional design document (FDD);
• Develop business cases, business, functional and non-functional requirements, feasibility studies and scope solutions for new business processes and technical applications;
• Responsible for determining the functional solutions for the areas to ensure the solution is of the highest standard possible within the scope, timeline and budget for the project;
• Assess proposed solutions to determine which fit the business need, identify gaps and shortcomings in solutions and determine necessary workarounds and/or changes to the solutions proposed;
• Collaborate with business stakeholders to create Cost Benefit Analyses for various initiatives;
• Coordinate with the vendors and other partners to successfully deliver projects;
• Create test plans, develop test cases, conduct and coordinate business/user acceptance and regression testing;
• Perform other tasks as assigned by management/supervisory staff;
• Perform tasks after hours, on weekends, and as required by management/supervisory staff.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• At least three to five years of diverse work experience in IT, Accounting and/or Finance Operations;
• Strong experience with data analysis, business analysis, project management, and ERP analysis
• Strong understanding of Dynamics 365 Finance & Operations (F&O) or other similar ERP (Enterprise Resource Planning) systems
• Experience as an analyst in the functional implementation and post-roll out support of Dynamics 365 Finance & Operations or other similar ERP systems
• End to end implementation cycle ability, from analysis/design through to go-live, and post go-live support.
• Experience with Agile methodologies
• Strong knowledge of Microsoft Dynamics 365 security roles, duties, privileges, and permissions
• Experience with data integration between Dynamics 365 Finance and Operations (F&O) and other ERP systems
• Experience with Business Acceptance test planning, test case development and test execution;
• Experience working within project management practices described in the PMI Project Management Body of Knowledge, PMBOK.
• Excellent MS Office skills including Excel, Visio, PowerPoint, SharePoint and MS Project;

Interpersonal Skills:

• Excellent communication/stakeholder management skills
• Results oriented / self-directed ability to drive change in unstructured environment
• Strong presentation and business acumen skills
• Track record of initiative and outstanding performance
• Excellent interpersonal skills with a 'Customer Focus' perspective
• Manages customer expectations effectively
• Detail oriented with excellent organization, analytical thinking, communication, and problem solving skills;
• Ability to plan and take initiatives to accomplish objectives in timely fashion;
• Understands the Funds’ business environment;
• Ability to prioritize work and meet deadlines;
• Ability to establish and maintain effective working relationships with project team members, supervisors, and employees from other departments.

Education and/or Experience: Bachelor’s degree in Computer Science, Accounting or a related discipline.

Language Skills: Speak, read, write and understand English

Reasoning Ability: High

Certificates, Licenses, Registrations: Microsoft Dynamics Finance Functional Consultant Certification Preferred, and other similar certifications preferred.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

• Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling
• 1/2 to 2/3 of the time: Sitting, Reaching with Hands & Arms
• Over 2/3 of the time: Talking or Hearing
• 100% of the time: Using Hands

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.