D365 Finance and Operations Functional Lead
Trust Automation
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Job summary
Trust Automation seeks a seasoned D365 Finance and Operations Functional Lead to act as the in-house ERP expert, optimizing and expanding D365 F&O. You will configure solutions with business users, streamline processes, and implement integrations that enhance financial, operational, and manufacturing capabilities.
You will partner with finance, manufacturing, supply chain, and operations to continually improve D365 F&O, identify inefficiencies, implement solutions, and drive system adoption
Qualifications
- Bachelor's degree or equivalent work experience in Computer Science, Accounting, MIS, Business Administration, or related field.
- Microsoft Dynamics 365 certifications in Finance and Operations, Supply Chain Management, or related modules (highly preferred).
- 8+ years of experience in the implementation, functional support, and auditing of D365 F&O systems as a consultant and end user.
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.
Skills
Education
Tools
Job description
San Luis Obispo
Trust Automation has over 35 years of experience in custom motors, linear drives, digital drives, and systems which meet the unique needs of its customers. Its product line includes motors, linear drives, digital drives, custom assemblies, and products to fit unique applications and ground-up system design and manufacturing solutions. We design, build and support control and power management systems for the most demanding defense, semiconductor, industrial automation, and medical applications.
Trust Automation is an equal opportunity employer and committed to attracting, hiring, developing, and retaining a skilled, productive, and diverse workforce, personnel with competencies and experience related to the regional and State population. Every employee has an “at-will” relationship with Trust Automation. This means that employment with Trust Automation is at the mutual consent of the employer and the employee and is subject to termination by either party at will, with or without cause or advance notice.
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.
This position will partner with business stakeholders across finance, manufacturing, supply chain, and operations to continuously improve D365 F&O implementation, identify process inefficiencies, implement solutions, and drive system adoption across the organization.
As the Functional Lead, this position will be the voice of D365 F&O, acting as a bridge between business needs and technical solutions. The role will guide Trust Automation through system enhancements, integrations such as PLM, MES, Field Service, and CRM, while ensuring the ERP platform supports our precision manufacturing operations and systems engineering approach.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities, who are otherwise qualified, to perform the essential functions.
- 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: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Financial Dimensions.
- Supply Chain Management: Inventory Management, Procurement and Sourcing, Sales and Marketing.
- Production Control: Discrete and process manufacturing, production orders, job costing, shop floor execution.
- Master Planning: Planning Optimization engine, MRP, demand forecasting.
- Project Management and Accounting: Project tracking, resource scheduling, project costing.
- 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.
- Configure and optimize Microsoft Dynamics 365 Finance & Operations modules including:
- Financials: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Financial Dimensions.
- Supply Chain Management: Inventory Management, Procurement and Sourcing, Sales and Marketing.
- Production Control: Discrete and process manufacturing, production orders, job costing, shop floor execution.
- Master Planning: Planning Optimization engine, MRP, demand forecasting.
- Project Management and Accounting: Project tracking, resource scheduling, project costing.
- 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.
- Bachelor's degree or equivalent work experience in Computer Science, Accounting, Management Information Systems, Business Administration, or related field.
- Microsoft Dynamics 365 certificationsin Finance and Operations, Supply Chain Management, or related modules (highly preferred).
- 8+ years of experience in the implementation, functional support, and auditing of D365 F&O systems as a consultant and end user
- Proven experience infull-cycle ERP implementations, upgrades, and migrationsPreferred experience in Finance, Supply Chain, and/or Project Management modules
- Strong knowledge ofmanufacturing processesincluding production control, MRP planning, BOMs, routing, and shop floor control
- Experience withfinancial modules: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, Cash & Bank Management
- Proficiency withLifecycle Services (LCS), Azure DevOps, andRSAT (Regression Suite Automation Tool)
- Experience withintegrationsusing 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 developmentand system configuration
- Experience withX++ development, extensions, and customizations
- Understanding ofworkflow designand 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
- Ability to facilitate meetings with executives, managers, and end-users
- Strong stakeholder management and relationship-building skills
- This position may be asked to drive for company purposes during the course of employment. If asked and agreed upon, employees must possess a valid California Driver’s License and clean driving record.
- May participate in the identity verification process to access secure client or government portals by authorizing certified supplier or customer management platforms to obtain information from your personal credit profile or other information, solely to verify your identity.
- 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 scale for this position : $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.
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in Trust Automation’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
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