Job Openings Microsoft Dynamics 365 ERP Consultant

About the job Microsoft Dynamics 365 ERP Consultant

Transform your career in Accounting as a Techno-Functional ERP Accountant Consultant


Microsoft ERP Accounting Consultant to join our growing team. In this role, you will play a pivotal role in onboarding new customers/partners to our expanding Automation module.

About the Position

We are looking for a curious and dynamic professional to join our growing team as a Accounting Consultant for our cloud-based accounting package. You will be responsible for driving the adoption of our services and Accountings by new users/customers and supporting current customers.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

Characteristics of an ideal candidate include

  • Experience in the successful implementation of an ERP system.
  • Strong background in manufacturing, finance/accounting, warehousing, distribution, logistics, or supply chain management.
  • Proficiency in basic bookkeeping or accounting tasks.
  • Familiarity with inventory management principles and cost analysis.
  • In-depth knowledge of business processes within organizations, the ability to speak the same language as the customer to recommend best practices.
  • Ability to take initiative and self-direct assignments to meet objectives.
  • Strong problem-solving skills.
  • Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

Routine Accounting Tasks

General Accounting:

  • Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
  • Record all accruals, amortization, and depreciation entries
  • Assist in the Annual Audit process. (d) Perform ad hoc projects, such as account analysis, spending analysis, etc.
  • Setup new projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
  • Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
  • Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
  • Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
  • Review and monitor projects to determine both opportunities and risks related to billings and collections
  • Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
  • Manage consultant invoices and release as appropriate for payment
  • Prepare monthly consultant accruals
  • Coordinate with office leadership to update monthly cash flow
  • Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
  • Report monthly billing and contract status for office
  • Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
  • Prepare special project analyses and provide finance support as requested by PICs, PMs and others
  • Recommend and implement agreed process improvements to finance processes
  • Act as an integrated and collaborative member of the finance team

Accounts Receivable:

  • Proper storage of all customer billings and related documentation.
  • Collection of past due accounts.
  • Cash application of incoming customer payments.
  • Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
  • General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
  • Assist with the Finance database, used for commission calculation and gross margin analysis.
  • Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.


Month End Close:

  • This role will assist in the month-end close process.
  • record month end entries in accordance with company and generally accepted accounting policies.
  • Complete account reconciliations.

What you will do as a Consultant:

  • Become an expert in the use of our cloud-based Accounting and ERP Accounting that is native to the Microsoft Dynamics 365 Finance/Business Central 365 Platform
  • Conduct in-depth Accounting training sessions for new customers, focusing on best practices and efficient workflows.
  • Provide support through online case management and online meetings to answer users questions and solve problems
  • Advise on best practices in using the Accounting
  • Work closely with the Customer Success Manager team to assist customers adapt Accounting Seed to their evolving business needs
  • Serve as a subject matter expert to the Accounting development, marketing, and technical writing teams
  • Troubleshoot any technical issues and escalate complex problems to the development team.

Essential Skills and Qualifications

  • Bachelors degree or 4+ years of experience in accounting
  • In-depth knowledge of Business Accounting Processes, with experience in automation best practices.
  • Microsoft Dynamics 365 Finance/Business Central 365 Experience required as our Accounting is native to Microsoft Dynamics 365 Finance/Business Central 365 and configuring this Accounting requires some Microsoft Dynamics 365 Finance/Business Central 365 customizations.
  • Strong customer relationship, organizational, analytical skills, and problem-solving skills
  • Experience supporting customers -- proficiency in troubleshooting software issues, resolving technical problems, and providing technical guidance to customers
  • Experience in software implementation and project management
  • Confident, self-starter with strong written and verbal communication

Responsibilities:

  • Work with the vertical sales teams to remove any objections to complex functional and technological aspects of the sale
  • Partner with Professional Services Technical team members to design key accounting extensions to core Accounting or industry offerings to help remove complexities and challenges
  • At times, work across all verticals within Professional Services customizations to create high level solution implementation design and resolve deployment challenges
  • Analyze and validate enterprise business process and drivers to determine impact on solutions and architectures
  • Determine appropriate future state architectures and mechanisms, in particular, optimizing existing customer solutions
  • Negotiate and white board different strategies and approach with prospects and customers
  • At times, implement solutions for customers
  • Maintain relationships with senior technologists in other departments
  • Provide key roadmap feedback to Accounting Management team to help evolve industry vertical solution offerings
  • Give feedback on learning from involvement in project activity to further refine the target architecture
  • Miscellaneous responsibilities as needed for the specific vertical team

Qualifications/Skills:

  • 5+ years experience in ERP application implementations, like Oracle, SAP, Microsoft Dynamics, NetSuite, Infor, Sage, etc
  • 5+ years deep understanding of business processes
  • 5+ years experience in accounting industry and GAAP particularly in the following areas:
  • Strong background and experience in Financials, Accounting is required
  • Knowledge of Audit Processes a plus
  • Demonstrated initiative in researching and understanding the implications of emerging technology
  • Pre-sales experience with C level executives
  • Knowledge of components of technical architectures
  • Familiar with enterprise ERP solutions, like Oracle, SAP, Microsoft Dynamics, NetSuite, etc.

Competencies

To perform the job successfully, an individual should demonstrate the following.

Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.

Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.

Continuous Learning - Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills

Customer Service - Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service.

Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.

Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.

Qualifications:

  • Strong knowledge of Microsoft Dynamics 365 Finance & Supply Chain or Business Central
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced and dynamic environment.
  • Prior consulting services sales experience required and an understanding of Microsofts Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations)

This role requires Training & Certification which you must complete pre-hire - at least two (2) of the different Learning Paths below:

Course MB-910T00-A: Microsoft Dynamics 365 Fundamentals (CRM) - Training

Applies ALL Sales Roles (General) Required:

Adoption framework for Dynamics 365 salespeople - Dynamics 365 | Microsoft Learn

Training for Business Users | Microsoft Learn

MS-900 Microsoft 365 Fundamentals: Describe Microsoft 365 apps and services

MS-900 Microsoft 365 Fundamentals: Describe Microsoft 365 security and compliance capabilities

MS-900 Microsoft 365 Fundamentals: Describe Microsoft 365 pricing, licensing, and support

Inhouse Training Provided

Microsoft Service Relationships and Accounting Training
Topics:
Mapping MSFT Services
Detailed Overview of MSFT Services and Accountings (M365, D365, AZ800)
Understanding Utility and Warranty (SLA)



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