Finance Systems Analyst IV (D365 F&O)

IES Holdings; Sugar Land (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

IES Holdings in Sugar Land, Texas seeks a Finance System Analyst III to support the implementation and optimization of Microsoft Dynamics 365 Finance & Operations. This role involves translating complex business requirements into effective solutions, collaborating with cross-functional teams to enhance financial processes.

The candidate will have a bachelor’s degree, over 5 years in systems analysis, and experience with Microsoft Dynamics. This position offers opportunities for professional growth while ensuring the delivery of efficient financial reporting and planning capabilities.

Qualifications

• 5+ years of experience in business/systems analysis focusing on Finance & Accounting processes.
• Demonstrated experience supporting ERP implementations through at least two full project lifecycles.
• Exceptional ability to communicate complex technical concepts to non-technical stakeholders.

Responsibilities

• Support end-to-end implementation of Dynamics 365 Finance & Operations modules.
• Develop process documentation including workflow maps and standard operating procedures.
• Monitor system performance and identify areas for continuous improvement.

Skills

Business/System Analysis

Microsoft Dynamics 365 Finance & Operations

Financial Reporting

Stakeholder Communication

Problem-Solving

Education

Bachelor’s degree in Finance, Accounting, Information Systems, or related field

Tools

Microsoft Dynamics 365

Power BI

Azure DevOps

Job description

The Finance System Analyst III is a key contributor within the Enterprise Shared Services (ESS) team, responsible for supporting the implementation, configuration, and ongoing optimization of Microsoft Dynamics 365 Finance & Operations (D365 F&O). This role combines hands‑on finance and accounting process expertise with technical system knowledge to deliver end‑to‑end workflow solutions, financial reporting enablement, and planning/budgeting capabilities across the enterprise.

The Finance System Analyst III translates complex business requirements into solution designs, prepares solution diagrams and presentation materials for stakeholder alignment, and partners with cross‑functional teams to assess current‑state processes and enable future‑state improvements. This individual also contributes to ongoing system support and optimization efforts following go‑live, ensuring sustained value delivery.

Key Responsibilities

• Support the end‑to‑end implementation of Dynamics 365 Finance & Operations modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash & Bank Management.
• Develop and present solution diagrams that clearly illustrate end‑to‑end finance and accounting workflows, data flows, and system integration points.
• Collaborate with Solution Architects and technical teams to translate functional requirements into detailed Functional Design Documents (FDDs) and user stories.
• Participate in fit/gap analysis sessions to evaluate D365 F&O capabilities against business requirements and recommend configuration or customization approaches.
• Support system configuration, data migration validation, and user acceptance testing (UAT) throughout implementation phases.
• Conduct current‑state assessments of accounting and finance processes to identify inefficiencies, control gaps, and automation opportunities within D365 F&O.
• Partner with process owners, controllers, and finance leadership to design future‑state workflows that leverage D365 F&O standard functionality.
• Develop process documentation including workflow maps, standard operating procedures (SOPs), and role‑based responsibility matrices.
• Support change management activities by preparing enablement materials, conducting training sessions, and providing hands‑on user coaching during system transitions.
• Support the design and configuration of financial reporting solutions within D365 F&O, including Financial Reporter, Management Reporter, and Power BI integrations.
• Assist in enabling planning, budgeting, and forecasting capabilities by translating business planning requirements into system configuration.
• Collaborate with finance stakeholders to define report specifications, validate data accuracy, and ensure reporting outputs align with organizational standards.
• Develop user guides and quick‑reference materials to support self‑service reporting and budget management by finance teams.
• Provide post‑implementation support by triaging functional issues, troubleshooting system behavior, and coordinating resolution with technical teams.
• Monitor system performance, user adoption metrics, and support ticket trends to identify areas for continuous improvement.
• Evaluate and prioritize enhancement requests from Finance & Accounting stakeholders, preparing business cases and impact assessments.
• Stay current on D365 F&O release updates, new features, and best practices to proactively recommend system optimizations.

Required

• Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related field.
• 5+ years of experience in business/systems analysis with a focus on Finance & Accounting processes.
• 2+ years of hands‑on experience with Microsoft Dynamics 365 Finance & Operations or comparable ERP platforms (e.g., AX 2012, SAP, Oracle Financials).
• Demonstrated experience supporting ERP implementations through at least two full project lifecycles.
• Working knowledge of financial reporting tools and planning/budgeting processes.
• Strong ability to create solution diagrams, process flow documentation, and stakeholder‑ready presentations.
• Exceptional ability to communicate complex technical concepts to non‑technical stakeholders and vice versa.
• Experience developing and delivering end‑user training programs and documentation.

Preferred

• Advanced degree or professional certification (CPA, CMA, PMP, CBAP, MB‑310, or similar).
• Experience with Power BI, SSRS, or Financial Reporter for D365 F&O.
• Familiarity with Azure DevOps for backlog management, sprint planning, and requirements tracking.
• Experience with change management frameworks (e.g., ADKAR, Prosci).
• Background in shared services or centralized operations environments.

CORE COMPETENCIES

• Business Acumen – Solid understanding of Finance & Accounting operations, controls, and reporting requirements within an enterprise environment.
• Solution Orientation – Ability to translate business challenges into practical, system‑enabled solutions with clear documentation and visual artifacts.
• Analytical Thinking – Strong problem‑solving skills with a data‑driven approach to process assessment and system optimization.
• Communication – Clear, effective written and verbal communication across all organizational levels, from end users to senior leadership.
• Adaptability – Comfort navigating ambiguity during implementation phases and shifting priorities in a dynamic environment.
• Collaboration – Proven ability to work across departments, build consensus, and deliver results through influence and partnership.
• Technical Curiosity – Proactive interest in learning D365 F&O capabilities, staying current on platform updates, and exploring new tools and features.

VALUE TO THE ESS TEAM

The Finance System Analyst III brings a practical blend of finance domain expertise and ERP system knowledge that directly supports the ESS team’s mission to deliver scalable, high‑quality technology solutions. This role strengthens the team’s capacity to execute D365 F&O implementations with rigor, provide meaningful process enablement to finance stakeholders, and sustain system value through ongoing optimization. By preparing clear solution visuals and translating between business needs and technical execution, this individual helps ensure that every feature delivered drives measurable impact.

EEO & AFFIRMATIVE ACTION

The IES policy on equal employment opportunity prohibits discrimination based on race, color, religion, national origin, sex, age, gender identity, sexual orientation, individuals with disabilities, protected veterans, or any other protected status or characteristic. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment, and also states that retaliation against any employee who files a complaint regarding possible violations of this policy will not be tolerated. IES is also committed to taking affirmative steps to promote the employment of minorities, women, individuals with disabilities, and protected veterans. IES develops affirmative action programs to support its commitment to equal employment opportunity, consistent with company policy and the company’s obligations as a contractor to the United States government.