Financial Systems Consultant

Aston CarterBloomingdale, IL
$36 - $45Hybrid

About The Position

Working with the Project Manager, the Finance Implementation Lead will be responsible for rolling out Dynamics 365 Finance (D365) to our various manufacturing plants and sales offices around the world. The ideal candidate will have strong communication skills, creative problem solving, and project management experience. In this role, the Finance Implementation Lead will interface directly with the finance teams in each subsidiary/region while developing knowledge to become the subject matter expert for D365 and reporting. Eventually this role will transition into a global reporting and analytics role.

Requirements

  • Bachelor’s degree in accounting or finance with 3-5 years of customer-facing experience
  • Strong organizational and project management skills
  • Ability and desire to continuously learn and integrate new skills, technologies and ideas.
  • Ability to understand business requirements, translate into a project plan and execute on that plan.
  • High analytical and emotional intelligence with engaging demeanor.
  • Technical aptitude to understand system capabilities to align to business requirements and manage scope.
  • Take charge, dependable, trustworthy, curious and eager to learn.
  • Self-motivated team member with high accountability for delivery and commitments.
  • Meticulously detail oriented and analytical with strong problem-solving skills.
  • A quick learner who can work with minimal supervision.

Nice To Haves

  • Experience leading or being part of a software implementation project.
  • Prior experience with Dynamics 365 Finance.
  • Prior experience with PowerBI.
  • CPA, Certified Public Accountant

Responsibilities

  • Assess current financial policies and procedures at each subsidiary and determine the structure required based on global, legal and local requirements.
  • Work closely with internal and external finance and technical teams to evaluate how system changes will affect workflow, data, and reporting. Recommend changes based on evaluations and input.
  • Identify key users who will help transition data from the old system to the new. Ensure that data to be converted is sound before the transition and ensure that balances moving to the new system tie with consolidation reports.
  • Determine how cash balances and other balance sheet items should be accounted for in D365.
  • Research design problems as they arise and propose solutions.
  • Develop and track project requirements with the implementation teams.
  • Develop and track project phasing and schedule with the implementation teams.
  • Document, communicate and manage changes that surface during design and implementation.
  • Monitor and manage functional, schedule, and cost risks for the project.
  • Communicate, in close collaboration with the Project Manager, project status at scheduled meetings and serve as a central source of project information.
  • Identify reporting requirements and work with Project Manager to develop these reports using the D365 report writer tools, with supporting dashboards as required.
  • Manage the day-to-day aspects of training and testing of the Finance modules before launch.
  • Develop a training curriculum for finance staff on the finance modules and report writing. Training materials should include user guides and job aids. Training itself should be prepared to be conducted both in-person and online.
  • Identify key power users who can be trained first and then train others.
  • Maintain working knowledge of D365 solutions, platform features and best practices.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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