Dynamics 365 Systems Analyst — Power Platform Specialist

BNY Mellon; Florida; On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Flexible global resources

Job summary

A leading global financial services company is seeking a Microsoft Dynamics 365 Systems Analyst to enhance their CRM platform. This role involves capturing business needs, translating them into solutions, and providing configuration support in Dynamics 365. Candidates should have 6+ years in software development and a strong grasp of Power Platform. The position offers competitive compensation and a culture fostering employee growth and success.

Qualifications

• 6+ years of experience in software development.
• Strong understanding of enterprise CRM configuration.
• Experience in the securities or financial services industry is a plus.

Responsibilities

• Capture, refine, and validate requirements for the CRM platform.
• Translate processes into user stories and designs.
• Analyze workflows and propose optimizations.
• Provide configuration support within Dynamics 365 CE.
• Champion usability and user-centric design.

Skills

Software development

Power Platform (Power Apps, Power Automate)

Documentation skills

Stakeholder engagement

Functional testing

Education

Bachelor’s degree in computer science engineering or related discipline

Tools

Dynamics 365

Dataverse

Job description

Microsoft Dynamics 365 Systems Analyst

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Microsoft Dynamics 365 Systems Analyst to join our Enterprise CRM (ECRM) group - a team empowered to move fast, solve hard problems, and shape the future of client engagement across BNY Mellon. This role is located in Lake Mary, FL

In this role, you'll make an impact in the following ways:

• Serve as the voice of the business - capturing, refining, and validating requirements that shape the future of our CRM platform


• Translate process into user stories, test plans, and scalable designs for Power Platform solutions


• Build and Deploy Power Platform Solutions


• Analyze current-state workflows and propose optimizations that drive value through automation and smarter data


• Provide configuration support: building views, forms, dashboards, and security roles within Dynamics 365 CE


• Champion usability, accessibility, and user-centric design in every initiative you support

To be successful in this role, we're seeking the following:

• Bachelor's degree in computer science engineering or a related discipline, or equivalent work experience required


• 6+ years of experience in software development required; experience in the securities or financial services industry is a plus


• Prior experience working in a financial industry preferred


• Strong understanding of Power Platform (Power Apps, Power Automate), Dataverse, and enterprise CRM configuration


• Strong documentation, stakeholder engagement, and functional testing skills


• A keen ability to translate business needs into clear, actionable technical requirements


• Knowledge of platform governance, permission models, and enterprise data structures


• You're naturally collaborative, technically curious, and comfortable in a high-accountability environment

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025


• World's Most Admired Companies, Fortune 2025


• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.