Dynamic 365 Business Systems Analyst (Finance or Economics Background)

About the role

The ideal candidate brings hands-on experience with a lessor back-office platform such as LeasePlus, Odessa, Solifi, or equivalent. They know how these systems model leases, assets, and contracts, and can look at a workflow and quickly identify where technology can eliminate friction or manual effort.

Responsibilities

• Serve as subject matter expert on equipment leasing operations, deal flow, and back-office processes — drawing on direct experience with Dynamics CRM which holds the origination to booking process. Knowing one of the following platforms is a plus: LeasePlus, Odessa, Solifi, or a comparable lessor platform.
• Identify opportunities to improve workflows across origination, quoting, credit, booking, contract management, and asset lifecycle using a strong understanding of how lessor systems model these processes.
• Engage directly with business stakeholders across originations, operations, and finance to understand pain points and translate them into actionable system improvements.
• Stay current on leasing platform capabilities and evaluate how new features or configurations can serve the business.
• Administer Microsoft Dynamics 365 Sales as the primary CRM supporting our origination-to-booking process.
• Maintain and extend custom HTML web resources and Jscript-driven form logic that power purpose-built UIs within Dynamics 365.
• Support Power Automate flows and basic Power Apps configurations that extend CRM functionality for business users.
• Maintain system hygiene, user access, security model, and documentation for the CRM environment.
• Solution Design & Development Partnership:
• Participate in architectural and design decisions — weighing build-vs-buy trade-offs, evaluating data model options, and recommending solutions that fit the complexity of our business.
• Use AI tools (such as Claude) to accelerate requirements gathering, draft process documentation, and prototype lightweight solutions or configuration logic.
• Produce clear, well-structured requirements packages and technical handoff materials for the development team when changes exceed configuration scope.
• Partner with the development team on more complex CRM enhancements, back-office integrations, and automation initiatives — providing business and systems context so developers can work efficiently.
• Ownt user acceptance testing (UAT) for system changes, validating that solutions behave correctly in the context of real leasing workflows.
• Maintain documentation for system changes, configurations, and process improvements.

Qualifications

• Hands-on lessor platform experience. Direct experience with an equipment lessor back-office platform — LeasePlus, Odessa, Solifi, or directly comparable.
• Leasing lifecycle expertise. Deep working knowledge of the equipment leasing lifecycle: origination, credit, quoting, booking, contract management, and asset servicing.
• Dynamics 365 administration. 3+ years working with Microsoft Dynamics 365 CE / Sales in an administrative, configuration, or functional capacity, with the ability to make configuration changes independently — entities, workflows, business process flows, security roles, views, and forms.
• Lessor organization experience. Experience working in or directly supporting a lessor organization — or a financial services background.
• Communication. Strong communication skills; able to engage credibly with business stakeholders and technical developers alike.
• AI tool comfort. Comfortable using AI tools (Claude or equivalent) to accelerate requirements gathering, documentation, and prototyping.
• Custom UI development. Experience building or maintaining custom HTML web resources and JScript-driven form logic within Dynamics 365.
• Power Platform. Familiarity with Power Automate, Power Apps (model-driven and canvas), and Dataverse.
• Integration tooling. Experience with KingswaySoft or similar Dynamics 365 integration tooling, and working knowledge of FetchXML and Microsoft SQL for data queries and ETL troubleshooting.
• Reporting. Experience with SSRS report development and Power BI for operational visibility would be a plus.
• Administrative tooling. Familiarity with XrmToolBox for CRM administration tasks.
• Custom solution familiarity. Familiarity with custom entities and workflows specific to lease origination, debt placement, remarketing, and asset disposition is a strong plus.
• Domain depth. Background in lease accounting, debt tracking, or financial calculator configuration within a lessor system.

Pay

$125,000 + benefits.

About the company

Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.