Job Description
Seeking for a Sr. Microsoft Dynamics 365 BA Consultant with Financial Services/Capital Markets/Asset Management/Wealth Management domain with knowledge of Fiduciary function - Remote. The consultant is required to be based in the USA The client is seeking a
Microsoft Dynamics 365 CE & F&SCM Business Analyst with specific experience in the
Financial Services, Capital Markets, Asset Management, or Wealth Management sectors, particularly with knowledge of
fiduciary functions . A deep understanding of the
financial services domain , including
fiduciary functions . They should possess the technical skills to customize the CRM, manage project budgets, and lead cross-functional teams, while also communicating effectively with clients at all levels.
- Lead and manage mid-sized to enterprise projects independently
- Participate in design and architecture sessions with clients
- Gather and document business processes (some current state, mostly future state)
- Advise customers on best practices for CRM processes, user interface, and architecture
- Assist technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client's organizational processes
- Assist in developing project budget, and ensure work is completed on-track and within budget
- Write specifications for customizations, data migration, and system integrations
- Facilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
- Configure and customize the CRM system based on design specifications
- Coordinate with overseas team on custom development, complex customizations and portals
- Develop test plans and scripts
- Conduct system and end-to-end testing of the application
- Training super users
- Schedule work to be done and follows up to ensure completion within the project schedule
- Guide the project along through daily communications with the customer
- Conduct at least a weekly status meetings (may be more) and sends weekly status updates
- Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes
Qualifications and Skillsets: - Master's Degree in business, or computer science related field or Bachelor's Degree in business, or computer science related field and 6-8 years experience
- Up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organization
- Excellent verbal and written communication
- Professional demeanor
- Feels comfortable talking with clients at all levels of within an organization.
- Advanced use of Microsoft Project, Excel, Word, and Visio
Notes :- All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance.
Benefits : Danta offers a compensation package to all W2 employees that are competitive in the industry. It consists of competitive pay, the option to elect healthcare insurance (Dental, Medical, Vision), Major holidays and Paid sick leave as per state law.
The rate/ Salary range is dependent on numerous factors including Qualification, Experience and Location.
Job Tags
Holiday work, Local area, Remote job, Overseas,