Full Job Description
Position: D365 F&O Functional Analyst
Shift: 40 hours | Full-time
Department: IT
Location: Richmond, BC, Canada
Reports to: Manager, IT Analytics & Reporting
Reporting to the Manager, IT Analytics & Reporting, the D365 F&O Functional Analyst plays a key role focused on the day-to-day operation, configuration and ongoing support of our Microsoft Dynamics 365 Finance & Operations (ERP) platform. This is 4 days on-site role and has no direct reports.
YOUR ROLE
• Platform operations & administration
• Day-to-day administration of D365 F&O including security, role management, licensing and environment health
• Help coordinate the two Microsoft release-wave upgrades each year - scheduling, regression testing with the business, and validation before cutover
• Monitor environment health
• Maintain documentation of configurations, integrations and standard operating procedures
• Functional configuration & support
• Configure and support core modules - finance, procurement, inventory and warehouse, production control and project management
• Run and triage the support ticket queue
• Master data governance - helping the business maintain and monitor master data according to established standards
• Project execution
• Deliver enhancement work from requirements through go-live
• Gather and document requirements, then confirm them back with the business
• Work alongside our F&O developer
• Reporting & business intelligence
• Maintain and extend our existing Power BI reports built on D365 F&O data
• Build straightforward new reports and dashboards in response to business requests
• Investigate and resolve reporting discrepancies, working back to the underlying ERP data
• Users & communication
• Run user training and onboarding as new capabilities go live
• Provide clear, timely status updates to the program lead and stakeholders
• Translate business needs into platform terms, and platform behavior into business language
Qualifications and Experience:
• 3+ years hands-on with D365 F&O in a functional analyst, administrator or support role
• Platform administration experience - security and role management, licensing, environment health, patching and release waves
• Functional configuration and support experience across core modules
• Master data requirements - parts, BOMs, customer, vendor and accounting masters
• A track record of delivering work to deadlines, time estimates, user buy-in and adoption.
• Ticket-queue discipline - efficiently run and triage a support load
• Data Management - understanding of ERP data structure and data entities
• Basic to intermediate Power BI - creates, maintains and extends reports
• Clear user-facing communication - requirements gathering, training and status updates
Preferebly with:
• Manufacturing or engineer-to-order industry background
• Light X++ or similar exposure - enough to converse with a developer, not to develop
• Data integration and interface familiarity, particularly ERP-to-BI
• Exposure to CM2, ISO 9001 or other structured quality assurance protocol
• Familiar with Excel Add-ins and VBA
• Familiar with Power Automate
What success looks like - YEAR ONE
• Platform administration is routine, documented and predictable
• The support queue is triaged and current, with response and resolution times trending down
• Assigned enhancement work lands on schedule and is adopted by users
• Master data is maintained to standard and trusted by the business
• Users come to you first with D365 questions, and get consistent answers
Competencies, Skills & Abilities:
• Strong analytical skills and ability to research technical solutions.
• High attention to detail and commitment to quality.
• Ability to manage priorities, make informed decisions, and work with minimal supervision.
• Effective communicator who can collaborate across with different stakeholders.
• Proactive, innovative, and eager to improve systems, processes, and user experience.
WHITEWATER COMPETENCIES
• Accountability - We do what we say
• Collaboration - We work well together
• Customer Focus - We know and respond to our customers
• Communication - We listen to and understand each other
• Authenticity - We are honest and trust each other
• Resilience - We deal effectively with pressure, are persistent and optimistic
• Flexibility & Adaptability - We are willing and able to respond to changing circumstances