ERP Functional Analyst, Finance and Corporate Systems

Hybrid: Markham, Ontario

Job Description
Job Overview

The
ERP Functional Analyst – Finance
plays a critical role within the IT Enterprise Applications team by bridging the gap between business needs and technical solutions in the D365 Finance & Operations (F&O) platform. This role partners closely with Finance stakeholders (e.g., Financial Reporting, AP, AR, GL, Fixed Assets, Tax, Treasury) to design, implement, and support solutions that align with business processes, compliance standards, and enterprise IT architecture.

As a senior member of the team, the analyst leads functional and technical assessments, drives solution delivery, and acts as a subject matter expert (SME) on D365 F&O Finance modules. The ideal candidate brings a strong blend of finance domain knowledge, hands-on configuration experience, technical acumen, and collaboration skills to deliver scalable and sustainable technology solutions in a highly regulated and structured enterprise environment.

Essential Duties And Responsibilities- Functional & Business Analysis

• Lead requirements gathering sessions with Finance and cross-functional stakeholders to understand business processes and pain points.
• Translate business needs into functional specifications, process flows, and D365 solution designs.
• Conduct fit-gap analysis, documenting current and future state processes with a focus on maximizing D365 F&O standard functionality.

• Advise business users on best practices and standard features available in the Finance modules of D365 F&O (e.g., General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting, Project Accounting, Cash & Bank, Tax).

• Configuration & Solution Delivery

• Lead the functional configuration of D365 F&O Finance modules, including setups, workflows, approval hierarchies, and financial dimensions.

• Collaborate with development teams to design, test, and deploy customizations, integrations, and extensions as required.

• Participate in sprint planning, backlog grooming, solution design reviews, and technical workshops with internal and external teams.

• Testing & Quality Assurance

• Define and work on end-to-end test plans (SIT, UAT) in coordination with QA teams and business users.

• Validate integrations with 3rd-party systems (e.g., banking platforms, tax engines, reporting tools).

• Support data migration and validation efforts during releases, cutovers, and environment refreshes.

• Production Support & Continuous Improvement

• Act as a Tier 2/3 escalation point for D365 F&O Finance-related incidents and service requests.

• Analyze recurring issues, conduct root cause analysis, and implement permanent fixes.

• Identify and recommend opportunities to automate and improve financial workflows and reporting.

• Stakeholder Management & Governance

• Partner with Finance leaders, internal audit, and compliance teams to ensure solutions meet internal controls, regulatory, and SOX requirements.

• Maintain clear documentation of configurations, functional specs, test cases, and support procedures.

• Collaborate with enterprise architecture, cybersecurity, and data governance teams to ensure platform alignment.

• Training & Knowledge Sharing

• Mentor junior analysts and business users through knowledge-sharing sessions and documentation.

• Create and deliver training materials and job aids related to D365 Finance processes and changes.
• Other duties as required.
• Occasional travel may be needed for workshops, training, or go-lives.

Skills, Experience, Education, Certifications

• 6–9 years of experience as a techno-functional analyst or consultant working with ERP platforms, with a strong focus on D365 Finance & Operations (F&O).
• Bachelor's degree in accounting, Finance, Business Information Systems, Computer Science, or a related field.
• Deep understanding of financial processes (GL, AP, AR, Fixed Assets, Budgeting, Procurement, Project Accounting).
• Hands-on experience configuring and supporting D365 F&O Finance modules.
• Experience working with system integrators, third-party vendors, and cross-functional delivery teams.
• Familiarity with reporting and analytics tools such as Power BI, Management Reporter, or other financial reporting tools.
• Exposure to Azure DevOps, Lifecycle Services (LCS), and Finance data entities.
• Knowledge of financial compliance requirements including SOX, audit controls, and segregation of duties (SoD).
• Experience working in Agile and hybrid delivery models.
• Microsoft Dynamics 365 certifications (Finance Functional Consultant Associate or similar) are a strong asset.
• Ability to self-start, eager to learn.

Competencies

• Finance Domain Expertise – Strong understanding of financial operations and reporting requirements.
• Technical Acumen – Able to partner with developers and architects to translate business needs into scalable solutions.
• Collaboration & Influence – Engages stakeholders and builds consensus across finance and IT teams.
• Analytical Thinking – Strong problem-solving skills; breaks down complex issues to identify root causes and effective solutions.
• Communication – Clearly articulates functional needs and technical considerations to diverse audiences.
• Results Orientation – Delivers high-quality, sustainable solutions that meet business goals and timelines.
• Accountability – Owns assigned modules, enhancements, and issue resolution processes end-to-end.
• Adaptability – Comfortable working in a fast-paced, enterprise environment with evolving business needs.
• Leadership – Leads solution workshops and mentors' peers; contributes to continuous improvement initiatives.
• Change Management – Understands the impact of system changes on people, process, and policy.