What are the responsibilities and job description for the Microsoft Dynamics 365 (D365) Finance and Operations Functional Consultant - Onsite in Hampton, VA position at Booker DiMaio, LLC?
US Citizenship or a Green Card is required
4 month contract to start with possible extensions
40 hours/week, M-F 8 a.m. - 5 p.m.
*Since this is a 4 month contract, we will be hiring on a 1099 basis. Please include your 1099 hourly rate with your application.
Microsoft Dynamics 365 Finance and Operations (D365) Functional Consultant needed to perform post implementation review of Grants and Projects modules to confirm that the current configuration supports the most efficient administration and enhanced productivity associated with Grants Management and Project Management Accounting based on client's core and end user business needs.
Required Experience
- Eight (8) plus years of ERP Financials system implementation experience.
- Combined minimum of eight (8) years of functional operational experience supporting Microsoft Dynamics AX 2012 and 365 Finance and Operations, to include a minimum of three (3) years support on version Microsoft Dynamics 365 for Finance and Operations.
- Three (3) plus years of full Microsoft Dynamics Finance and Operations Software Development Life Cycle (SDLC) implementations, specifically with Grants, Projects, and Billing with support from Procurement, Purchasing, and Accounts Payable.
- Six (6) plus years of Production support experience with Grants and Project Contracts, Billing, Procurement, and Accounts Payable.
- Demonstrated experience in requirement gathering, fit/gap analysis, functional specifications, design documents, test planning, scripts and execution, training strategy and materials, and overall implementation planning.
- Proven ability to evaluate configuration options to leverage delivered functionality.
- Excellent issue resolution (problem diagnosis) and analytical and troubleshooting skills.
- Superior technical proficiency with tools for reviewing data, troubleshooting, developing user reports, and testing/validating source system data.
- Superior technical proficiency in developing user reports with Manage Report and Business Intelligence (BI).
- Must be able to QA test development work and work with the technical development team to ensure requirements are met.
- Demonstrated skills in verbal and written communications, making presentations before groups and committees, and working and/or leading effectively and cooperatively with staff and management.
- Advanced knowledge of Microsoft Office products, with particular emphasis on Excel, Project, Word, and Visio (or other flowcharting software).
- Understand and adhere to company’s documentation standards, file design and storage.
- Desirable: Experience in configuration and utilization of Regression Suite Automation Tool (RSAT) or other Automated Testing Software for D365.
Task No. 1: Analysis and Review of the following Current Processes
The Consultant shall work with business users to review the system and business processes in the areas listed below and recommend adjustment and/or improvement of any configuration changes and/or business processes which would support client in allowing client’s Finance department, Grants department, and end users to create, maintain, adjust, approve, and report on grant project budgets, purchases, billing, and drawdowns in a streamlined, effective, and efficient manner.
- Grants Setup and Tracking
- Project Contract Setup and Tracking
- Project Procure to Pay
- Grant Billing and Drawdowns
- Reporting
- Account Closeout
- Project Work Breakdown Structure (WBS) H. Integration with third-party software for Project Management (e.g., Microsoft Project)
- Reporting options to assist Finance department, Grants department, and end users in effective management of grant projects and purchases.
- Business Processes, Training, and other related documentation
- Communications and Notifications
Minimum Documentation Requirements
The minimum documentation requirements for Task No. 1 shall be as follows:
- Project schedule of review and working sessions.
- Review/working session agendas.
- Review/working session meeting notes.
Task No. 2: Functional Review Report
The Consultant shall provide formal current and proposed adjustment/enhancement Business Process documentation and validation for each specific area. Documentation shall include process flows and process narratives involved with the process, and opportunities for adjustment and/or improvement, as well as identification of functionality or business processes that can be improved and enhanced for effectiveness and productivity based on software delivered functionality.
Following the documentation for each area, review follow-up sessions shall be held with staff to validate the process and gather any changes for the specific business function.
After the final review sessions, which shall include demonstration of the proposed changes, the Consultant shall deliver a formal report document representing adjustments of the system to support business needs as related to grants and project contract process and administration. The report shall include an analysis of functional requirements.
Minimum requirements to be included in the Functional Review Report document, by the areas noted in Task No. 1, shall be as follows:
- Key Requirements
- Business Process Analysis: Process flows and narratives of systems involved with the process
- Documentation of issues and proposed resolutions
- Opportunities for improvement
- Notes
Task No. 3: Action Plan
The Consultant shall provide a formal written comprehensive recommended plan of action to implement effective and cost-efficient solutions for adjustments and/or enhancements to support the needs identified in Task No.1.
The Action Plan shall include, but not be limited to, the following:
- Prioritization of adjustments and enhancements.
- Potentials for phasing-in solution implementation adjustments and enhancements.
- Suggest timeframes for implementing.
- Estimates on the level of effort that will be required for functional staff, technical staff, and end users for each recommended change.
- Recommendations on functional roles (skill sets), technical roles (skill sets), experience, and staffing needed to adequately support the Action Plan.
- Types of policies and procedures needed to support Grants and Project Contract Accounting process.
- Production support methodology.
- Any additional strategic and tactical recommendations.
Task No. 4: Implementation
The Consultant shall work with functional users to implement chosen options based on the review, including performing configuration changes, testing, training, and business process documentation, as needed, to support client in ensuring on-going efficient usage.
For each option client chooses to implement, the Consultant shall lead in the following minimum requirements for each change:
- Creation of Functional Specifications.
- Quality Assessment (QA) of Technical Specifications.
- Creation of System and User Acceptance Test Scripts.
- Conducting System and User Acceptance Testing.
- Developing and/or updating Supporting Training Documentation.
- Conducting any needed Training Sessions as required.
- Developing and/or updating Supporting Business Process Documentation.
