Jobs · Management · California

D365 Finance and Operations Functional Lead

Trust Automation, Inc. · San Luis Obispo, CA · Yesterday
On-siteManagement$150k–$180k/yrFull-time

Job Summary

The Dynamics 365 Finance and Operations Functional Lead will serve as Trust Automation's in-house ERP expert and strategic advisor. This position will lead the optimization and expansion of the D365 F&O platform, working directly with business users to configure solutions, streamline processes, and implement integrations that enhance financial, operational, and manufacturing capabilities.

Duties and Responsibilities

  • Serve as the primary functional expert and point of contact for D365 F&O across the organization.
  • Partner with business stakeholders to identify opportunities where D365 F&O can improve efficiency and reduce overhead.
  • Provide functional guidance and best practice recommendations to end users and management.
  • Lead cross-functional initiatives to enhance system adoption and optimize business processes.
  • Collaborate with technical resources to ensure solutions align with business requirements.
  • Configure and optimize Microsoft Dynamics 365 Finance & Operations modules including: Financials, Supply Chain Management, Production Control, Master Planning, Project Management and Accounting.
  • Work with technical resources to ensure any enhancements or customizations meet user requirements without jeopardizing application performance.
  • Verify and sign-off on all enhancements, parameter changes, and customizations prior to releasing them to end users for final testing.
  • Review customizations and extensions to validate they meet functional requirements and business process needs.
  • Perform system administration tasks including security role design, user management, and environment maintenance.

Position Requirements

  • Education and Certifications: Bachelor's degree or equivalent work experience in Computer Science, Accounting, Management Information Systems, Business Administration, or related field. Microsoft Dynamics 365 certifications in Finance and Operations, Supply Chain Management, or related modules (highly preferred).
  • Technical Experience: 8+ years of experience in the implementation, functional support, and auditing of D365 F&O systems as a consultant and end user. Proven experience in full-cycle ERP implementations, upgrades, and migrations. Preferred experience in Finance, Supply Chain, and/or Project Management modules.
  • Strong knowledge of manufacturing processes including production control, MRP planning, BOMs, routing, and shop floor control. Proficiency with Lifecycle Services (LCS), Azure DevOps, and RSAT (Regression Suite Automation Tool). Experience with integrations using REST APIs, OData, dual-write, and Azure services.
  • An understanding of the Agile development framework and knowledge of leveraging Azure DevOps within the SDLC process. An understanding of the SCRUM methodology for tracking issues and enhancements. Knowledge of Power Platform (Power BI, Power Automate, and Power Apps) and F&O integration. Knowledge of best practices in D365 F&O development and system configuration. Experience with X++ development, extensions, and customizations. Understanding of workflow design and approval hierarchies in D365 F&O. Deep understanding of ERP architecture and data flow across modules. Ability to troubleshoot complex system issues and identify root causes. Analytical mindset with strong problem-solving capabilities. Excellent verbal and written communication skills for both technical and non-technical audiences. Strong stakeholder management and relationship-building skills.

Physical Requirements

  • Hearing and speaking to exchange information in person, on the telephone or virtually.
  • Dexterity of hands, fingers, and wrist to operate a computer keyboard, calculator or assemble/manufacture intricate items.
  • Seeing to read a variety of materials.
  • Sitting or standing for extended period of time.
  • Physical agility to lift 20 pounds to shoulder height.
  • Physical agility to lift, carry, push, or pull objects.

Pay/Salary Information

The pay scale for this position is $150,000-$180,000. By submitting your application, you acknowledge that you have read and understand the information provided within. You certify that the information contained in this application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire, or for discharge should you be hired.

Similar jobs

D365 F&O Infrastructure Lead

ASC Engineered SolutionsLiberty, SC· 1 wk ago
RemoteInformation Technologyapply on asc-es-reliable.pinpointhq.com