SUMMARY:

• Having done numerous Dynamics 365 FO projects from start to go - live in the last three years and dozens of AX 2012, Confidential leads the implementation and solution design from Client Requirements Discovery and Education to Solution Architecture and System Configuration, User Training and Validation, User Acceptance, and Go live as a Functional Finance Architect in Finance, Trade Logistics, Manufacturing Costing, Project Accounting, Retail Modules, Human Resources and Payroll, System Administration, Data Management tool.
• A functional Finance Architect with over 19 years of Dynamics GP/AX implementation and consulting expertise for a wide variety of industries from manufacturing and distribution, professional services, as well as government utilities
• Has the unique rare competence to understand the D365FO Financial Account Structure inside and out, and expertly educate CFO and Controllers how to design an effective global chart of accounts that takes advantage of the D365 FO Account Structure and financial dimensions to achieve global consolidation of financial reporting for multi-national global companies in AX 2012 and Management Reporter 2012 across multiple ERP platforms with compliance to GAAP or local country regulatory reporting including China, South Korea, France, Canada, Germany.
• Has conducted diagnostic assessments and solution definitions for various clients and written up the Proposal of Solution Scope and Estimate of Efforts or Statement of Work with a Project Plan.
• Has prepared realistic implementation schedule/Budget and project plan to execute identifiable project milestones as a PM by both Waterfall and Agile methodology.
• Proven ability to bridge the communications between business users, functional consultants, technical developers and infrastructure experts through work sessions and FDD/TDD - Confidential ’s Functional Configuration Document Format has been the default FDD on every project he is involved.
• Proven ability to manage a team of consultants, developers and infrastructure network experts to identify a gap and design a solution and drive the efforts to success
• Conduct educational demonstrations and design sessions and training sessions with super users in a wide variety of AX 2012/D365 modules including System Administration, Organization Administration, General Ledger, Accounts Receivable, Accounts Payable, Cash and Bank, Fixed Assets, Project Accounting, Supply Chain Trade and Logistics modules, Production Control (Discrete Manufacturing and Lean Manufacturing), Sales and Marketing, Budgeting, Compliance and Internal Control, Travel and Expense, Management Reporter, and most recently Retail modules, Call Center and Transportation Modules in AX 2012R3CU9.
• An expert to use the Data Managements tool in AX to migrate Financial beginning balances in GL, AP, AR, Fixed Assets; as well as master data in other modules
• Prepare FRD, FDD, and User Training Procedures and conduct Conference Room Pilot and User Acceptance Test with users
• Gather business requirements and provide AX solutions with customized configurations
• Lead functional configuration and design sessions with super users or internal ERP Core team to configure the D365FO system that will enable a “Simple and Sweet” work process for D365 users in their daily work
• Identify any gaps between the end user business requirements and the AX functional capabilities and write up functional design documents for AX developers.
• Work with infrastructure network experts and AX developers to ensure the AX system has been deployed correctly for implementation team.
• This expansive career path has provided Confidential Confidential with a unique mix of IT technical expertise, accounting expertise, operations management experience, corporate training skills, and ERP consulting expertise, which enables him to quickly grasp a keen understanding of business processes and workflows of any companies and develop a sound implementation blueprint for the Dynamics AX 2012 solution with Sarbane-Oxley compliance
• Confidential has the capability to handle the widest spectrum of tasks in Dynamics GP/AX such as pre-sales demos to prospects, determination of project scope and project estimates/proposals, responses to Request for Proposals, project management, implementation design and hands-on configuration, user training including both CFO/Controllers and end users with varied levels of computer literacy, as well as post implementation support including performing month-end account reconciliation, bank reconciliation, accruals & adjusting entries, quarter-end and year-end closings. Confidential also has extensive experience in managing experts with different tracks of technologies such as SQL DBA, network engineers and AX developers as well as in writing customization specifications for developers.

PROFESSIONAL EXPERIENCE:

Confidential

Responsibilities:

• Implemented Dynamics 365 for Finance and Operations as the Finance lead from start to go-live
• Implemented Dynamics 365 for Finance and Operations as the Finance lead from start to go-live
• Led the design phase in the implementation of Dynamics 365 for Finance and Operations as the Finance lead in financial series and manufacturing costing
• Implemented AX 2012 R3 as the Finance lead in Finance and Project Accounting modules

Confidential - Boston

Responsibilities:

• Implemented AX 2012 R3 as the Finance lead
• Implemented the Financial modules of AX 2012 R3 as the functional lead
• Chart of account design with the legacy system accounts, complete configuration of all financial modules and data migration and user training
• Implemented the Project Accounting module for Professional Services team as Lead Finance and Project Solution Architect in AX 2012 R3
• Implemented the Human Resources and Payroll modules on AX R3
• Lead Finance and Trade Logistics Consultant in AX 2012 R3 on Finance and Retail Modules

Lead Finance and Trade Logistics Consultant

Confidential, Orlando, FL

Responsibilities:

• Lead Finance Functional Consultant in AX 2012 CU7
• Supported the end users for go-live and post go-live activities on AX 2012 R2
• As the Functional Finance/Trade Logistic Lead Implemented General Ledger, Accounts Payable and Bank Reconciliation, Account Receivable, fixed Assets, Supply Chain Foundation, going live with 6 corporate holding legal entities, a South Korea manufacturing legal entity as well as one Japanese legal entity on AX 2012 R2
• For the South Korean manufacturing site, we implemented the full financial series with the South Korean Localization ISV and the supply chain series with manufacturing costing. Tectura Korea is the ISV provider for the South Korean localization with VAT Tax reporting feature.
• As a Finance lead I had direct work experience with the Korean Localization and the Korean ISV team
• System Administrator of Dynamics AX 2009, supporting Dynamics AX users in Financial, Trade and Logistics Series; tasks include gathering business requirements from functional department users, user administration, developing configuration specification and enforcing SOX compliance policies and security controls
• Implemented General Ledger, Accounts Payable and Bank Reconciliation , Purchase Order Processing, HR module with Payroll in Dynamics GP
• Lead the planning phase for General Ledger, Accounts Payable and Bank Reconciliation in Dynamics GP with MS Enterprise Team.
• Implement Microsoft Dynamics Financial Series in Dynamics GP
• Implement Microsoft Dynamics GP Financial Series and Project Series, Nolan Intercompany
• Implement Microsoft Dynamics Financial Series and Distribution Series in Dynamics GP
• Implement Microsoft Dynamics GP Project Series to replace Workforce
• Implement Microsoft Great Plains system with Financial series, Project Series, Field Service, HR and Payroll, Distribution Series, Business Portal
• Implemented the Great Plains Financial Modules and PO from the Peachtree accounting
• Implemented the Project Accounting for Professional Services as well as Campus 2000 for various private and non-profit schools
• Implemented the Great Plains Financial Modules and PO Processing & Integrated Campus 2000
• Implemented the Great Plains Financial Modules with Inter-Companies
• Implemented Campus 2000 student administration system
• Integrated Great Plains and Campus 2000
• Implemented the Great Plains Financial Modules from the Quickbooks

Confidential, Sanford, FL

Finance Implementation Analyst

Responsibilities:

• Implemented Great Plains financial modules, payroll module
• Implemented Great Plains Financial modules, Purchase Order Processing, Inventory Control, Sales Order Processing,
• Implemented Great Plains Financial modules, Purchase Order Processing, Inventory Control, Sales Order Processing

Confidential, Longwood, FL

Principal Consultant

Responsibilities:

• Implemented AX 2012 modules of General Ledger, Accounts Payable and Bank Reconciliation, Account Receivable, Fixed Assets, Manufacturing Costing, SCM on AX 2012 since August 1, 2011 going live with 6 corporate holding legal entities, a South Korea manufacturing legal entity as well as one Japanese legal entity on AX 2012 R2 in the coming April