Dynamics 365 Data Analyst & Migration Specialist
About The Position
We are looking for a skilled Data Analyst & Migration Specialist to help plan and execute multiple migrations from various platforms to Microsoft Dynamics 365. The successful candidate will be responsible for helping to evaluate the current state of data in the source system and then drive transferring the data accurately and securely, ensuring all elements are included. This involves understanding the data structure in both source and target systems, extracting the necessary information, and mapping it appropriately. The specialist should have experience with data migration tools and be proficient in Dynamics 365. Strong problem-solving skills and the ability to work independently are important for this role. Attention to detail is crucial, as any errors in the migration process could cause data loss or inconsistencies. You will work closely with the project team to understand business requirements and translate them into technical solutions when it comes to data migration.
Requirements
- Bachelor’s degree required
- 5+ years of relevant experience, ideally in finance or private wealth/retirement management
- Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, data visualization, and reporting)
- Experience with other CRM platforms i.e. RedTail, Salesforce, etc., and Experience with Microsoft Power Platform (including Power Automate) and SQL
- Strong analytical and problem-solving abilities
- Proven ability to lead cross-functional meetings and coordinate with stakeholders across all levels
- Demonstrated experience serving as a primary point of contact or subject matter expert on data migration initiatives
- Excellent communication and interpersonal skills; able to work both independently and collaboratively
- Strong organizational skills with the ability to prioritize, influence, and align teams with project objectives
- Excellent written and verbal communication skills with the ability to translate complex data into clear, actionable insights for both technical and non-technical stakeholders.
- Ability to multi-task across multiple source systems and data sets
- Ability to work well with others, leverage effective emotional intelligence, proactively anticipate and develop solutions, and work collaboratively with multiple teams
- Proven experience working in a fast paced and quickly evolving work environment specifically as it relates to changing technology
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
