Financial Reporting

Domain: Non-Profit/NGO

• Situation: We faced challenges in integrating financial data across various departments, leading to discrepancies and inefficiencies in our reporting processes.
• Task: I was tasked with leading a project to streamline our financial operations by integrating our existing ERP system with Microsoft Dynamics 365.
• Action: I conducted a thorough analysis of our current financial workflows and identified key areas for improvement. I then designed and implemented a data integration solution that connected our legacy systems with Dynamics 365. This involved data cleansing, setting up data models, and configuring D365 modules to align with our business requirements. I also collaborated with cross-functional teams to ensure seamless adoption and provided training to end-users.
• Result: As a result of these efforts, we achieved a 30% reduction in manual data entry, improved accuracy in financial reporting, and enhanced our ability to make data-driven decisions. The integration also led to a 20% increase in operational efficiency, saving significant time and resources for the company.

Through this experience, I have developed a strong understanding of the Dynamics 365 framework (CRM, ERP, and F&O) and its application in optimizing financial operations. I am confident that my skills in data integration and modeling, combined with my finance and accounting background, will be valuable assets for your team.

Credit Funding Approval

Domain: Real Estate and Property Management

• Situation: The acquisition of 100's of homes daily required funding through multiple credit institutions, ordering inspections, and receiving certifications for each property. This process was manual and on spreadsheets, with the ability to capture the data and communicate with each partner automatically to receive approved funding and inspection certification so that the system would handle renewing the funding every 90, 180, and 365 days of the fiscal year.
• Task: I was tasked with gathering the current state of the process, the API, and Security Level Access to the 3rd party banking and inspection partners. Providing the communication protocols for the partner portals to send and receive information along with event notifications once approval, rejection, certifications, and funding were received.
• Action: I conducted a comprehensive analysis of our existing accounts receivable workflows and identified bottlenecks causing delays. I gathered the requirements and wrote the user stories with acceptance criteria. Additionally, I trained the accounting team on the new system and procedures.
• Result: These actions resulted in a 25% reduction in fines and a significant improvement in funding approval. The automated system reduced manual errors by 40%, and the streamlined processes increased overall efficiency within the accounting and funding department.

In terms of my educational background, I attended Branell Institute, where I completed extensive coursework in accounting. Some of the courses I completed include:

• Financial Accounting
• Managerial Accounting
• Cost Accounting
• Corporate Finance
• Taxation
• Auditing

Customer Invoicing

Domain: Non-Profit/NGO

• Situation: The company needed to improve the integration between our customer relationship management (CRM) system and our financial reporting tools to provide a more comprehensive view of customer profitability and streamline our billing processes.
• Task: I was tasked with configuring Power Apps to integrate with Microsoft Dynamics 365 to ensure seamless data flow between the CRM, and ERP.
• Action: I led the project to design and implement an integrated solution. This involved configuring MS Power Apps to capture essential customer financial data and setting up workflows to automatically transfer this data to the CRM and create the profile in the ERP system. Additionally, I collaborated with the finance team to define key financial metrics and reports. I also ensured that our configuration supported future integration with any scalable solutions that were included in the Microsoft Business framework by adhering to best practices for data modeling and system architecture.
• Result: The integration led to a 30% improvement in the accuracy of our customer data, along with financial reports, and a 20% reduction in the time required to generate these reports. This project also laid the groundwork for future enhancements involving any other Microsoft solution including F&O, demonstrating my ability to bridge CRM/ERP expertise with financial operation needs.

Through these experiences, I have developed a robust understanding of how CRM and ERP integrations can support financial operations, providing valuable insights and efficiencies that align closely with the goals of the Finance and Operations module.