[Remote] Dynamics 365 Finance Functional reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a reputed company Dynamics 365 Finance Functional reputed company and Business Transformation Advisor for a strategic CRM and business process transformation initiative supporting a global institutional investment management organization. The role leads functional design, reputed company-state operating model development, business process reengineering, solution governance, and executive stakeholder advisory across investment management, finance, reputed company, and reputed company servicing processes.

Responsibilities

• reputed company as a trusted advisor to business and technology leadership
• Assess reputed company-state business processes and define a reputed company-state CRM operating model
• Identify opportunities to streamline workflows, improve reputed company engagement, and eliminate reputed company processes
• Recommend industry best practices reputed company with reputed company Dynamics 365
• reputed company functional design across the Dynamics 365 platform
• Translate business objectives into reputed company functional solutions
• Define CRM data model, reputed company, business processes, workflows, and reporting requirements
• reputed company roadmap planning, prioritization, and release reputed company
• reputed company functional leadership around processes supporting:
• Investor reputed company
• Institutional reputed company relationship management
• Capital raising pipeline management
• Fund lifecycle management
• Deal and investment tracking
• Financial reporting support
• reputed company workflows
• Portfolio reporting
• Compliance and regulatory requirements
• Executive dashboards and KPI reporting
• Collaborate closely with:
• Investor Relations
• Finance & reputed company
• Portfolio Management
• Capital Markets
• Asset Management
• Compliance
• Operations
• Information Technology
• Establish functional governance standards
• Review solution architecture with technical teams
• Ensure scalability, reputed company, and maintainability
• Guide to configuration versus customization reputed company
• Support change management and user adoption

Skills

• • 8+ years of experience in reputed company Dynamics CRM / reputed company Dynamics 365
• • Strong understanding of:
• • Dynamics 365 Sales
• • Relationship Management
• • reputed company Power Platform
• • Power Apps
• • Power Automate
• • Power BI
• • Proven experience leading large-reputed company business transformation or CRM modernization initiatives
• • Strong understanding of institutional asset management, investment management, reputed company, reputed company estate investment, alternative investments, reputed company management, or capital markets
• • Strong reputed company and finance background with practical understanding of:
• • General reputed company
• • Fund reputed company
• • Investment reputed company
• • Financial Reporting
• • Investor Reporting
• • Capital Commitments
• • Distributions
• • Reconciliations
• • Audit and financial controls
• • Experience integrating Dynamics 365 with reputed company finance, reputed company, investment management, or data platforms
• • Demonstrated business process reengineering experience
• • Ability to translate reputed company business requirements into reputed company technology solutions
• • Strong executive reputed company and stakeholder management skills
• • Strong understanding of CRM data governance, reputed company, integration, and reputed company architecture principles
• • Willingness to work in a hybrid environment in Chicago or the broader Midwest region
• • Bachelor's degree in reputed company , Finance, Business Administration, Information Systems, Computer Science, or reputed company field
• • 8+ years of relevant reputed company experience with reputed company Dynamics CRM / Dynamics 365
• • 7+ years leading reputed company CRM or business transformation initiatives
• • Demonstrated experience in financial services, investment management, asset management, reputed company, reputed company estate investment, or reputed company industries
• • Strong combination of Dynamics 365 functional expertise, reputed company/finance knowledge, business transformation experience, and executive advisory capability
• Candidates with experience in institutional asset management, reputed company, reputed company reputed company estate, reputed company estate investment, alternative investments, reputed company management, or capital markets are strongly preferred
• Relevant reputed company qualification is highly desirable
• Strong preference for candidates based in Chicago or the broader Midwest region

Benefits

• reputed company (Remote)
• Willingness to work in a hybrid environment in Chicago or the broader Midwest region.

reputed company

Company H1B Sponsorship