I am a highly skilled Finance Functional Consultant with expertise in Microsoft Dynamics 365 Finance & Operations (D365 F&O). With hands-on experience in General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, and Fixed Assets, I specialize in business analysis, system configuration, data migration, and end-user training. I am currently working with JRS Dynamics Info. Solutions and have been involved in both upgrade and fresh implementation projects.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Finance Functional Consultant
JRS Dynamics Info. Solutions
09.2022 - Current
Project #1: Iconix Brand Group (U.S.)
Project: Upgrade from AX2009 to D365 F&O
Duration: July 2022 – Present
Platform: Microsoft Dynamics 365 F&O
Description: An American brand management company licensing brands to retailers and manufacturers
Roles and Responsibilities:
Gathered and analyzed business requirements from the client
Designed and configured D365 modules, including General Ledger (GL), Accounts Receivable (AR), and Cash & Bank Management
Managed data migration, including mapping source fields and importing the Chart of Accounts
Configured and customized the Manage Licensee and Manage Licensor modules
Provided documentation for business requirements and user support
Collaborated with technical consultants to ensure system alignment with business needs
Assisted with unit testing and prepared user training manuals
Project #2: Ramon Aboitiz Family Office (RAFO) (Philippines)
Project: Fresh Implementation of D365 F&O
Duration: May 2024 – Present
Platform: Microsoft Dynamics 365 F&O
Roles and Responsibilities:
Gathered and analyzed business requirements for the new system implementation
Designed and configured D365 modules, including General Ledger (GL), Accounts Payable (AP), Cash & Bank Management, Budgeting, and Fixed Assets
Managed the creation of 23 legal entities and configured them within the system
Imported Chart of Accounts (COA) and configured account structures and dimension restrictions per legal entity
Conducted User Acceptance Testing (UAT) and documented user manuals
Played an active role in the on-site Go-Live process
Provided ongoing support and training to end-users
Education
MBA - Finance
AKTU University
08.2020 - 07.2022
Master of Commerce -
VBSPU University
06.2017 - 05.2019
Bachelor of Commerce -
VBSPU University
05.2014 - 06.2017
Skills
Business Analysis
Requirements Gathering
D365 Module Design
Configuration
Data Migration
Functional Specifications
Documentation
End-User Training
Support
Collaboration with Technical Teams
On-Site Experience
Certification
MB-310: Microsoft Dynamics 365 Finance Functional Consultant Associate
Personal Information
Date of Birth: 12/01/96
Disclaimer
I hereby declare that the above details are accurate to the best of my knowledge.
Corecompetencies
General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Cash & Bank Management (C&B), Fixed Assets (FA), Collecting and analyzing business requirements from clients or stakeholders., Configuring D365 modules to align with client business processes, including legal entity and ledger setup., Drafting functional specifications and customizing D365 applications to support business processes., Managing data migration processes using DMF and Excel add-ins., Providing user support and documenting business requirements, functional specs, and training materials., Conducting end-user training and offering ongoing support for D365 applications., Working closely with technical teams to align business needs with technical solutions., Managing client relationships, performing system testing, and ensuring project deliverables meet expectations.
Timeline
Finance Functional Consultant
JRS Dynamics Info. Solutions
09.2022 - Current
MBA - Finance
AKTU University
08.2020 - 07.2022
Master of Commerce -
VBSPU University
06.2017 - 05.2019
Bachelor of Commerce -
VBSPU University
05.2014 - 06.2017
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