MS Dynamics Finance Consultant

Itineris • ,

7d

About The Position

The Finance Domain Pursuit Consultant is responsible for contributing to Itineris North America's growth by collaborating with the Business Development Team. This role involves performing needs analysis to understand prospect business goals, translating these goals into favorable results, responding to RFPs, and providing demonstrations. Itineris provides cloud-based CIS and CE solutions, with their CIS solution, UMAX, built on the Microsoft Dynamics 365 (D365) for finance platform. The company is seeking a consultant to aid market growth by providing solution demonstrations, assisting with Discovery Sessions, and responding to RFPs. The ideal candidate will have a finance background, utility industry knowledge, and an understanding of CIS modernization. Additionally, this role may contribute to active customer projects by leveraging finance and billing domain expertise, providing guidance, participating in workshops, and collaborating with delivery teams, while maintaining a primary focus on pursuit and sales support.

Requirements

• A master's or bachelor's degree in finance, or equivalent experience
• Experience in the utility or telecom industry
• Qualified in identifying business requirements
• Ability to understand business processes
• Experience in sales engineering / support or project delivery
• Experience in public speaking and presenting
• Strong sales and communication skills (written and verbal)
• A team player and self-motivator willing to go the extra mile

Nice To Haves

• Experience with Microsoft Dynamics 365 for Finance a big advantage
• Experience providing RFP responses and shortlist demonstrations a big advantage

Responsibilities

• Be the link between business and IT for finance and billing domains (GL, AP, AR). Examples: contract and product management, credit management, processing outgoing and incoming payments, configuration of accounting, manage invoice, etc.
• Translate business and functional requirements into application solutions
• Configure UMAX processes to make sure the system works as expected for demonstrations and discovery sessions
• Work with the sales team to make sure that RFP and prospect needs are incorporated into product specifications and functions
• Lead and organize meetings and workshops with the Pursuit and Sales
• Travel, as needed

Benefits

• Incredible work experience with a leading, award-winning international software vendor in the utilities sector
• Working in a fast-changing, highly stable, AI-driven technology market
• Working with a best-in-class A-Team of collaborative goal-minded individuals
• Representing UMAX, a best-in-class and market leading tier one and tier two utility solution built on the Microsoft Dynamics 365 for Finance platform
• Long term career development and opportunity for career advancement
• An attractive and competitive compensation and benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree