Forvis Mazars

Solutions Architect- Finance

The Business Technology Services team helps organizations turn technology into a strategic advantage. With expertise in ERP, CRM, advanced technologies, and managed services, they guide clients through digital transformation to boost efficiency, enhance customer experiences, and gain competitive edge. Backed by successful implementations and strong partnerships with leading tech providers, they ensure clients are equipped to navigate the evolving business technology landscape with confidence. 

This position can take place in any of our firm’s major US offices and may be worked remotely.  

What You Will Do:

• Perform on-site and remote consulting services to implement Dynamics 365/AX with a primary focus on Financial and Accounting modules.
• Provide business process consulting and best practices to clients during ERP Implementation and digital transformation. 
• Collaborate with customers to understand business requirements and conduct gap analysis.
• Convert requirements to functional specs and functional design documents.
• Configure Dynamics 365 to meet client requirements within time-sensitive deadlines.
• Utilize ERP implementation standards, tools, and documentation.
• Adopt and adhere to the Forvis Mazars implementation methodologies for Microsoft Dynamics solutions, including the development of templates, strategies, and training materials to support the delivery methodology repository.
• Participate in cross-functional team collaboration to incorporate input and domain expertise into the overall solution design.
• Provide subject matter expertise in Forvis Mazars engagements to ensure the adoption of methodologies, processes, and best practices for consistent delivery experience. 
• Adopt industry best practices with the implementation cycle to align with the products strategic roadmap. 
• Maintain up-to-date knowledge of historical and current system capabilities, continuously learning to leverage Microsoft offerings and enhancements for optimal client solutions.

Minimum Qualifications:

• Bachelor’s Degree in Business, Finance, Technology, or other related field of study or 9+ years of experience performing duties similar to what is listed in this job posting 
• Five plus (5+) years working as a delivery professional with ERP/CRM implementation experience for small to large enterprise organizations.  Prior experienced with a minimum of two (2) end-to-end implementation cycles of Dynamics 365. 
• Familiarity with concepts supporting cloud topologies.  Specifically, a solid understanding of functional capabilities and modules in Microsoft Dynamics 365. 
• Prior experience with following an enterprise implementation methodology and collateral for large enterprise organizations. 
• Prior experience working directly with customers from sales to delivery and the transition to support. 
• Flexibility to travel up to (30% Travel) for client engagements and internal meetings. Travel may include overnight stays. 

Preferred Qualifications:

• Strong inter-personal skills with the ability to interact with both internal and client teams.  Ability to write and present information with confidence while demonstrating proficiency in subject matter
• 4 years or more of experience with Dynamics 365 Finance and Operations (or prior versions), or comparable ERP system.
• Implementation experience working with industry leading ISV solutions in the marketplace (i.e., Avalara, SkSoftware, etc.). 
• Implementation experience with Advanced Financial modules and offerings (i.e., Project Management Accounting, Cost Accounting, Asset Leasing, Subscription Billing, etc.). 
• Relevant Industry Certifications (i.e., CPA License) and Microsoft Certifications (i.e., Supply Chain Management, Solution Architect)
• Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
• Unmatched client service mindset. The candidate takes personal ownership in the quality of finished products. 
• Excellent organizational analytical and project management skills.  Demonstrated ability to establish priorities, manage shifting priorities and handle numerous time-sensitive projects with multiple deadlines.
• Outstanding communication skills in all mediums and to all levels within the organization. 
• Ability to understand business processes and translate into system requirements.