Microsoft Dynamics 365 F&O
Ankur Patel
Dynamics 365 F&O functional
Gurgaon,HR
Summary
Throughout my career, I have leveraged multiple versions of Microsoft Dynamics AX and Dynamics
365 Finance and Operations to optimize ERP implementations and drive new initiatives aimed at
achieving measurable business outcomes through ERP transformation and project delivery. With
over 16 years of experience in technology consulting and approximately 6 years as a corporate
finance end user, I possess a comprehensive understanding of both the technical and operational
aspects of ERP systems.
Full execution of MS D365 FO projects, including Finance and SCM modules with planning, setting up,
data migration, testing, training, switching over, and reporting.
Directly manage small teams (Functional and Developers) oversee project progress and provide guidance
on specific tasks.
Act as a bridge between upper management and the operational staff, ensuring communication and task
delegation.
Risk engineering was utilized to communicate with the client team and the onsite engagement team to
gather requirements, set expectations, and complete deliverables, as well as to build and implement
action plans on time, inform management if necessary, and then take further action.
Assist the delivery team by customizing the platform to identify business issues, create solutions, and
implement them.
Effective project management, analytical problem-solving, time management, conflict management, and
people management abilities
Regular visits to the client's places to obtain and record functional and technical requirements.
Having worked on-site at the client's locations in some countries, like the UAE and India, and managed
remotely for clients in the USA, Canada, and Europe.
Defines technology-based business solutions within the parameters of the project and collaborates with
the project teams and a chosen system integrator on the proper application of technology.
Before execution, the system and functional designs must be complete and within the designated level
of authority and defines user roles, access levels, and permissions.
Create an integration strategy as necessary to meet corporate needs.
Strong understanding of typical business processes combined with the capacity to pick up and
comprehend uncommon new business processes and the ability to apply this understanding to the
creation of solutions that are both consistent and efficient.
The designer's duties for successful implementation include designing detailed extensions and
modifications, assessing client business processes, re-engineering client processes to boost efficiency, and
performing several functional operations.
maintenance of test environments, test data, and other presentation tools for the company.
SCM for Finance and Operations completed full end-to-end implementations while possessing a solid
understanding of the finance and accounting processes including various taxes (VAT, GST, withholding
tax, TCS, and TDS).
Installation and configuration of AX components, Financial Statements (MR), Financial Workflows,
Consolidations, Intercompany Accounting, Advanced Payments, Multicurrency, Purchase Orders, and
Journals should all be well understood.
Key areas of expertise: -
Consulting Implementation Technology
Ø ERP Implementation, Upgrade &
Support
Ø Team Leadership
Ø Business Process Improvement
Ø Project Management
Ø Presales
Ø Client Management
Ø Business Process consulting
Ø Technology Enabled Business
Transformation
Ø Project Costing and analysis
Ø Pre & fit-gap analysis
Ø Process mapping &
Improvements
Ø Data Migration
Ø Project planning & delivery
Ø Requirements analysis
Ø Solution design
Ø UAT & Training
Ø Integration/ Customization
Ø Solution Architecture
Overview
2025
2025
years of professional experience
3
3
years of post-secondary education
Work History
Associate Director
Forvis Mazars Advisory LLP
Gurgaon
11.2024 - Current
- Leading the Microsoft Dynamics practice with varied responsibilities, covering many different facets of managing the organization's ERP system, Ensures alignment with strategic business goals
- Provides necessary resources and budget, Resolves escalated issues and conflicts
- Performing as a solution architect, executing and managing project finances as well as overall functional and technical requirements
- Participate in the Steering Committee deliverables as part of the end-to-end implementation project delivery process, which includes design, configuration, testing, training, cutover, and reporting
- Lead and inform internal stakeholders as well as customers about project developments, difficulties, dangers, etc
- By utilizing a thorough understanding of the project management life cycle and related principles, techniques, and best practices, these processes and execution are improved
- Participation in pre-sales efforts, estimating delivery, and customer presentations
- Manage detailed project budgets and plans, as well as project proposals, and actively participate throughout the whole engagement lifecycle, from sales through delivery
- Proven track record of managing budgets for several projects and overseeing a group of up to twenty- five consultants
- Manage independent contractors as necessary
- Manage business processes and strategies and develop and support business goals and objectives cost- effectively
- Builds strong internal relationships with key accounting/finance, operations, HR, payroll, IT, and other business leaders to define and understand strategic and tactical data requirements.
Manager
Grant Thornton Bharat LLP
Gurgaon
11.2021 - 1 1
Ernst & Young GDS
12.2022 - 06.2023
Lead Finance Consultant
Bafflesol Technologies Pvt. Ltd
Gurgaon
- 06.2020
- Client Company: Global Manufacturer (Coffee)
- Industry: Manufacturing
- Technology: Dynamics Ax 2012 R3
Assistant Manager
Price Waterhouse Cooper
Gurgaon
1 1 - 1 1
- Airline Ticketing
- Industry: Service Industry
- Technology: Dynamics 365-FO
Functional Consultant
Avya Consulting Ltd
Dubai
10.2017 - 01.2018
- Company: Medical Equipment
- Industry: Manufacturing Industry
- Technology: AX 2012 (R3)
Functional Consultant
Datnum, Delhi NCR
Chennai, Gujrat
10.2014 - 12.2016
Functional consultant
Emkor Solution Ltd
Gurgaon
1 1 - 1 1
- Worked with external clients to implement the Dynamics AX ERP system (Finance, Production
- Reporting, Warehouse Management, Cash& Bank Management.) Assisted in the creation and documentation of business processes and module configurations
- Assisted in all Finance-related data migration activities
- Customize and personalize options as per client requirements in AX 2012
- Worked with Project Manager and Client team and completed assigned tasks on projects
- Prepare FRD for technical Consultant as per client requirement
- Trained users on features and benefits of Dynamics AX solution
- Developed and documented a new course of action related to the completion of AX
- Project Detail:
- Client Company: Indian Liquor Brand
- Industry: Manufacturing/Engineering
- Technology: AX
04.2014 - 07.2014
- AP, AR, Procurement & and sourcing, and Cash and bank Management with training & and support
- Company: Asia's Largest Chemicals Manufacturer
- Industry, Manufacturing/Engineering
- Technology: AX
06.2013 - 03.2014
- Finance, Trade, and Logistics Cash and bank Management, Inventory with training & and support.
Trainer, Finance Executive
Emkor Solution Ltd, Aircel Limited
02.2013 - 05.2013
- For Finance & Accounts module with client support
- Worked with
Shree ShyamJee Autowheels Pvt. Ltd, Hero Honda Motors Ltd
Meerut
10.2011 - 01.2013
- Processing and payment of all capex and opex bills using SAP Fico in conjunction with PO approvals
- Booking AMC, O&M, and transportation expenditures, as well as making sure that direct and indirect taxes are correctly deducted, fall under this responsibility
- Vendors cleared, GR/IR open items resolved, and advancements (capex) made
- By using OCR, digitize large volumes of invoices, streamline approvals, and integrate the data into ERP systems
- Handling of reconciliations and inter-business area and inter-company transactions
- Provisioning for month-end closure activities, checking spending, and reconciling with vendors fall under the purview of SOA and GL
- Debtors are reconciled each month, and confirmation is followed up on
- Weekly or monthly preparation of various reports for senior management
- Accountable for maintaining accurate documentation to facilitate an audit., an executive account from August 2, 2004, to December 29, 2006
- Job responsibilities: - fundamental general accounting Knowledge of sales tax and income tax, as well as knowledge of income tax, MIS, and voucher entry Reconciliation of statutory payments every month completing service tax, trade tax, and TDS forms monthly bank statement reconciliation preparation of the workshop, sales, and staff salaries payment of telephone, electricity, and other expenses salary allocations to employees Full back-end support for the Receivables Ledger, validations of vouchers, MIS reports, portions of CRM features like demand letters, and monitoring and validation of sales accounting of expenses with wrong heads or categories
senior accountant
R. K. Associates
Meerut
01.2007 - 09.2011
- At the firm and have been engaged in medicine raw material trading of pharmaceuticals, raw materials, and chemicals since 1992
- Job responsibilities: - The Excise and Consignment Billing and Procurement Procedure required the development of the
- Finance and Accounting System (MS Dynamics Ax 4.0, Server 2003 in Visual Basic 6.0 with Crystal
- Reporting)
- Keep a fixed asset registry and make sure the accounting rules are followed while adding assets
- Understanding of Taxation: VAT/Sale Tax, Income Tax-TDS, Balance Sheet Preparation, Individual
- Firm, Dealer Excise, and Service Tax Up until finalization, accounts must be maintained in Tally, VAT returns must be prepared, and statutory registers for things like sales tax, excise tax, and VAT must be maintained
- TDS preparation
- Return on Freight, Interest, and Commission Receipts, as well as Credit Notes and Debit Notes
- Preparation: completing the vendor's payment on time Full back-end support for the Receivables Ledger, validations of vouchers, MIS reports, some CRM capabilities, such as demand letters, software upkeep, monitoring, and verification of sales accounting of expenses with wrong heads or classifications Every month, the bank's cash credit limit is reconciled with the stock statement and the bank statement
- Consignment billing for U.P
- Sales and central sales with consignment goods stock preparation Excellent accounts payable and receivable expertise
- Employment History: In Detail
Accountant
Nutech Building Products Distributor of V.I.P. Industries Ltd. and M/s Blow Plast Ltd
Garh, Meerut
10.2002 - 06.2004
- Bank reconciliation each month monthly debtor and creditor reconciliation
- The upkeep of cashbooks and ledgers is automated
- Debit and credit notes are issued to the parties and other regional offices
- Maintain monthly inventory levels
- Monthly Branch Audit (2 branches) maintaining sales tax registers such as Form 31, Form C, etc.
Chartered Accountant, Accounts Trainee
T.L. Mahajan& Co
Meerut, U.P.
09.2000 - 07.2002
- Accountable for calculating the trial balance and supporting senior personnel in the preparation of balance sheets
- Assistance to senior auditors during the entry of vouchers into the Tally package and the audits of
Education
B.A. - Accounting
Ch. Charan Singh University
Meerut College 07.1998 - 04.2001
Intermediate - Arts
U.P. Board
1998
Matriculation - Science
U.P. Board
1995
Skills
➢ Leading Practice
➢ Technology Enabled
Business Transformation
➢ ERP Implementation
➢ ERP Support Projects
➢ Team Leadership
➢ Project Deliveries
➢ Financial Reporting
➢ Business Process
Improvement
➢ Solution Architecture
➢ Project Management
➢ Business Analysis
➢ Business Intelligence
➢ Financial Statements
➢ Data Migration
➢ Financial Accounting
➢ Requirements Analysis
➢ Integration
➢ Presales
➢ Team Management
➢ Client Management
➢ User Training
➢ Functional Consulting
➢ Fixed Asset Mgmt
➢ Delivery Of Projects
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
On-SiteRemoteHybridSoftware
Microsoft Dynamics Ax 2012
Certification
Microsoft Dynamics 365 F&O
MB-310
MB-700
MB-310 & 700
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate -MB-310
Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert - MB-700
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- H1B holder
Timeline
Associate Director
Forvis Mazars Advisory LLP
11.2024 - Current
Ernst & Young GDS
12.2022 - 06.2023
Manager
Grant Thornton Bharat LLP
11.2021 - 1 1
Functional Consultant
Avya Consulting Ltd
10.2017 - 01.2018
Functional Consultant
Datnum, Delhi NCR
10.2014 - 12.2016
04.2014 - 07.2014
06.2013 - 03.2014
Trainer, Finance Executive
Emkor Solution Ltd, Aircel Limited
02.2013 - 05.2013
Shree ShyamJee Autowheels Pvt. Ltd, Hero Honda Motors Ltd
10.2011 - 01.2013
senior accountant
R. K. Associates
01.2007 - 09.2011
Accountant
Nutech Building Products Distributor of V.I.P. Industries Ltd. and M/s Blow Plast Ltd
10.2002 - 06.2004
Chartered Accountant, Accounts Trainee
T.L. Mahajan& Co
09.2000 - 07.2002
B.A. - Accounting
Ch. Charan Singh University
07.1998 - 04.2001
Lead Finance Consultant
Bafflesol Technologies Pvt. Ltd
- 06.2020
Intermediate - Arts
U.P. Board
Matriculation - Science
U.P. Board
Assistant Manager
Price Waterhouse Cooper
1 1 - 1 1
Functional consultant
Emkor Solution Ltd
1 1 - 1 1
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