About Tres Vista
Tres Vista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. Tres Vista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.
Tres Vista has more than 1,800 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.
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Roles and Responsibilities:
As a D365 Finance & Operations Functional Consultant , you will be responsible for the successful design, implementation, deployment, and adoption of Dynamics 365 F&O modules. You will ensure that the solutions meet the organization’s needs now and in the future, working closely with both technical, business teams, and vendor partners.
Responsibilities Assumed:
Solution Design :
Develop comprehensive technical solution designs and implementation plans tailored to client requirements.
Project Management :
Able to create a holistic project plan defining every milestone in detail along with the Critical Path. Oversee project timelines, deliverables, and resources to ensure successful project completion.
Requirement Gathering :
Collaborate with stakeholders to gather and analyze business requirements, translating them into technical specifications.
Solution design and configuration :
Design and configure solutions to meet business needs, including AR, AP, Planning & Budgeting, Procurement, Fixed Assets, Project Accounting, Financial Reporting and Consolidation, H2 H Payments, Integration with other 3rd Party systems
Testing :
Conducting testing to ensure solutions meet requirements and function correctly. Lead the Unit testing and UAT phases and ensure the acceptance criteria and success criteria for every phase is defined clearly.
Technical Leadership :
Provide technical guidance and mentorship to development teams, ensuring best practices are followed.
Business Analysis :
Conduct fit-gap analysis to identify the differences between current and proposed solutions.
Vendor Liaison :
Coordinate with third-party vendors to integrate and optimize technologies across the organization.
Support :
Offer ongoing support and maintenance to ensure smooth operation.
Integration :
Weel versed with Dual Write integrations and related configuration between D365 F&O and D365 Project Operations.
Problem-Solving :
Use excellent problem-solving skills to address any issues that arise.
Customer Service :
Maintain a strong customer service orientation to ensure internal stakeholder satisfaction.
Feasibility Evaluation :
Evaluate the feasibility of proposed solutions and validate efforts shared by vendors.
Solution Review :
Review the solution approach both functionally and technically to ensure alignment with business goals.
Documentation :
Create and maintain detailed project documentation, including design specifications, test plans, and user manuals.
Stakeholder Communication :
Facilitate communication between business and technical teams, ensuring alignment on project goals and deliverables.
Technical guidance :
Provide guidance and support to the technical team during the development and deployment of D365 solutions, ensuring that the solutions are implemented correctly and meeting the organization's requirements.
User training and support :
Provide user training and ongoing support for D365 users, ensuring that they are able to effectively use the system and that their needs are met.
System performance monitoring :
Monitoring the performance of D365 and make recommendations for improvement, ensuring that the system is operating at optimal levels.
Industry knowledge :
Staying current with new features and functionalities in D365 and make recommendations for their use within the organization, helping to ensure that the organization is utilizing the latest and most effective tools and processes.
Knowledge Management :
Mentoring and coaching junior consultants to ensure the delivery of high-quality solutions.
Reporting:
Creating Power BI reports and Dashboards as per business requirements
Prerequisites:
A bachelor's degree in computer science (preferably B. Tech or BE from a reputed institution) or a related field is preferred. MBA (from Tier 1 or 2 colleges) candidates would have an added advantage.
5-8 years of relevant experience in D365 F&O modules.
Extensive experience in D365 Finance & Operations covering modules like (and not limited to) AP, AR, Fixed Assets, Procurement, Project Accounting, Financial Reporting and Consolidation, Budgeting, Planning, H2 H Payments, Automation and Reporting.
Working knowledge in building Power BI report with D365 as source (leveraging standard integration)
Strong understanding of D365 and the ability to customize and configure the system.
Several years of experience in business analyst role, specifically with Dynamics 365 F&O implementations.
Relevant certifications in Dynamics 365 and project management preferred
Excellent communication and interpersonal skills.
Ability to work effectively with technical and business teams.
This role requires an individual who is highly organized, detail-oriented, and able to work well under pressure. The ideal candidate will have a passion for technology and a drive to help organizations maximize the benefits of their D365 investment.