Dynamics 365 Systems Analyst

Summary: The Financial Business Systems Analyst will serve as the functional lead for Microsoft Dynamics 365 Finance & Operations (D365 F&O), supporting core financial modules, system configuration, and continuous improvement initiatives. This role will partner with Finance, Accounting, IT, and Operations to optimize financial processes, strengthen system controls, and implement automation solutions. The ideal candidate is a hands-on, finance-minded systems professional who can independently drive enhancements, improve business workflows, and support ongoing system modernization. This is a remote position requiring approximately 10–20% travel.

Responsibilities: Serve as the functional lead for D365 F&O financial modules, including General Ledger, Accounts Payable, Accounts Receivable, Cash and Bank Management, Fixed Assets, and Project Management and Accounting. Configure and optimize financial processes, including chart of accounts, financial dimensions, posting profiles, intercompany transactions, consolidations, payment workflows, reconciliations, and project accounting. Partner with Finance, Accounting, Treasury, Supply Chain, and Operations to gather business requirements, identify process gaps, and design scalable solutions using standard D365 functionality whenever possible. Develop functional specifications, process maps, user stories, and acceptance criteria for system enhancements, integrations, and reporting requirements. Lead functional testing, regression testing, and user acceptance testing (UAT) for system enhancements, integrations, upgrades, and releases, coordinating defect resolution with technical teams. Identify and implement opportunities to automate financial processes using D365 capabilities, Power Platform, AI agents, and workflow automation to improve accuracy and reduce manual effort. Support financial close activities, internal controls, segregation of duties, audit requirements, and financial reporting across multiple business entities. Troubleshoot complex D365 finance issues, support integrations with external applications and ISV solutions, and collaborate with technical architects, developers, and implementation partners. Drive continuous improvement initiatives, provide training and documentation for finance users, and support adoption of new system capabilities and standardized processes.

Required Skills: 5+ years of hands-on experience as a Functional Analyst or Business Systems Analyst supporting Microsoft Dynamics 365 Finance & Operations (D365 F&O) or Dynamics AX financial modules. Strong functional knowledge of General Ledger, Accounts Payable, Accounts Receivable, Cash and Bank Management, Fixed Assets, and Project Management and Accounting, including financial accounting principles and month-end close processes. Hands-on experience configuring D365 F&O finance modules, gathering requirements, developing functional specifications, and executing integration, regression, and user acceptance testing. Experience leading cross-functional financial systems enhancements from requirements gathering and solution design through implementation, change management, and user adoption. Experience supporting D365 integrations, ISV applications, Data Management Framework (DMF), data entities, financial reporting, internal controls, and security configurations. Demonstrated experience applying AI and automation to financial processes, including hands-on development of AI agents for finance-related use cases such as reconciliations, close automation, or variance analysis. Familiarity with Power Platform and D365 automation capabilities. Degree in Accounting, Finance, Information Systems, or equivalent experience. Experience with SQL or data analysis, global finance operations, multi-entity and multi-currency environments, and ISV solutions such as SKSoft, Kofax, or ExFlow is preferred. Exposure to a forward deployed engineering (FDE) model is also preferred. CPA, Microsoft Dynamics 365 Functional Consultant, or Business Analyst certification is a plus. Willing to travel up to 20% of the time. H1 sponsorship is not available. PeerSource is a nationwide technology recruiting firm that prioritizes building strong relationships with the talented professionals we are fortunate to serve. We offer contract, contract-to-hire, and direct hire opportunities throughout the US and support W2 as well as independent consultants working on a Corp-to-Corp basis. W2 benefits with PeerSource include health, dental, vision, and life insurance as well as a matching retirement plan. Contact us for more details!