Geetha R

Working experience in D365 as end users in below modules.

Modules

• Accounts receivable - Creations of customer master data, SO invoice, customer payments, ageing report
• Accounts payable - Managing vendor master data, invoice processing, Vendor payment.
• General ledger - Performing month end reporting task, Period close, General journal adjustment, ledger allocation, financial reporting.

1) Project : Implementation on US tax, Indian GST and TDS and Data migration for finance modules

Client : Clinipace

Organization : Think and Learn Pvt Ltd

Role : Functional Consultant

Client Overview:Clinipace Worldwide, a global full-service clinical research organization (CRO) serves the unique needs of venture-backed, mid-tier and strategic pharmaceutical, biotechnology and medical device firms, helping them advance drug candidates to deliver successful stakeholder and patient outcomes. They leverage our proprietary eClinical platform TEMPO to support life science firms in achieving some of their most important goals: Executing regulatory strategies, optimizing clinical development timelines and completing high quality trials

Responsibilities

• Handled implementation activities for D365 for Indian localization GST and TDS
• Data migration for Accounts payable, Accounts payable, General ledger, cash and bank management, fixed assets.
• Engaged in the requirements capturing phase and FRD creations for the new developments & requirements.
• Analyzed Gap / Fits of Business requirements to Standard D365 and documented them.
• Prepared (FDD) to map maximum of gaps.
• Handled simulation and mapping of business processes and workflows

2) Project: ACCA

Client overview :The Association of Chartered Certified Accountants (ACCA) is the global professional accounting body offering the Chartered Certified Accountant qualification (ACCA). It has 233,000 members and 536,000 future members worldwide. ACCA's headquarters are in London with principal administrative office in Glasgow.

Responsibilities

• Worked on Implementation on Finance module covering Accounts payable, Accounts payable, General ledger, Cash and bank management, fixed asset, Audit workbench, Taxation (Indian localization)
• Implemented Expense management module.
• Involved in Requirement gathering session.
• Involved in drafting FDD and collaborating with technical consultant for customization.
• Worked on Basware, XE.com, Bottom line integration with D365 F&O. Familiar with Basware tool in Finance modules.
• Involved in Regression testing, UAT, Change request, FDD testing.
• Involved in Hyper care support for Phase 1 implementation.
• Interacting with clients for any new requirement and fixing the issue.
• Providing end user training.
• Act as a SPOC for various ERP related queries for AP, AR, FA and other Financial Modules.