Profile of the month – Dynamics AX/365 February 2019

Microsoft Dynamics AX/365 Financial Consultant

Summary:

Innovative Dynamics AX functional professional with 10 years of experience in accounting and over 5 years of Dynamics AX area. Extensive functional knowledge of Microsoft Dynamics 365 F&O / AX 2012 / 2009 / 4.0 / Participated in 4 full life cycle implementations projects mainly as Dynamics AX Financials consultant. 

My expertise lies within General Ledger, Banks, Finance Reporting, Sales Taxes, Account Payable, Account Receivable and Projects Accounting. 

Extensive business logic knowledge.  Experienced in variety of industries with Global instances including:  

  • Software / Electronics / Paint / Super Markets / Retail
  • Maquiladora’s Sector in Mexico 
  • Industrial Manufacturing / Plastic  

I hold several Microsoft Dynamics AX certifications for financials, also a certification in Microsoft methodology Sure Step, Certified Microsoft Professional with a certification on SQL server 2012. Also well versed in the use of Management Reporter. Fluent in both English and Spanish. 

Portfolio of Projects ERP Dynamics AX/365:  

  • 2 projects D365 F&O (2018)
  • 1 project roll-out German subsidiary’s AX 4.0 (2016 – 2016)  
  • 2 project roll-out USA and Japan subsidiary´s AX 2012 (2016)
  • 3 implementation with Dynamics AX 2012 (2012 – 2016)  
  • 1 implementation with Dynamics AX 2009 (2011 – 2011) 

CERTIFICATIONS: 

  • D365 F&O Financial (2019) 
  • AX 2012 R3 Financial (2016) 
  • AX 2012 Sure Step (2015)
  • AX Implementing Data Warehouse with SQL (2013)
  • AX Administrating Microsoft SQL server 2012 (2013)  AX Querying SQL Server 2012 (2013 

PROFESSIONAL EXPERIENCE:  

PROJECT DETAIL: 

Project Name: Implementation (Dynamics 365 F&O) 

  • Type of Company: Services         
  • Duration: 2018 –  6 Months         
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Banks and General Ledger 
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Bank, Accounts Receivable, Accounts Payable 

Project Name: Implementation (Dynamics 365 F&O) 

  • Type of Company: IT Services
  • Duration: 2018 – 4 Months
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Banks and General Ledger 
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Bank, Accounts Receivable, Accounts Payable 

Project Name: CFDI 3.3 (AX 2012) 

  • Type of Company: TTM (Automotive industry)
  • Duration: 2017  2 Months
  • Role: Financial Senior Consultant 
  • Responsibility:   
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Accounts Receivable, 

Project Name: Rollout TTAM (AX 2012) 

  • Type of Company: Wheels Assembly (Automotive industry)
  • Duration: 2016- 2017 – 4 Months
  • Role: Financial Senior Consultant 
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Banks and General Ledger 
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger,  Bank, Accounts Receivable, Accounts Payable 

Project Name: Rollout Mexico (AX 4.0) 

  • Type of Company: Software
  • Duration: 2016- 2016 – 6 Months
  • Role: Financial Senior Consultant 
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Fixed Assets and General Ledger 
    • Prepare and Configure Intercompany setup for international environments (3 env / 20 companies) 
    • Support and resolve tickets reported for financial modules.
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Fixed Assets, Bank, Accounts Receivable, Accounts Payable and Projects. 

 Project Name: New Implementation. (AX 2012) 

  • Type of Company:  Electronics / Retail  
  • Duration: 2016 – 4 Months 
  • Role: Project Manager / Senior Finance consultant
  • Responsibility:  
    • Prepare Business Process workflows 
    • Coordinate Key Users meetings and create Functional Requirements Documents 
    • Prepare FRD-FIT document and FDD documentation in order to run as engagement between key users and our Development team. 
    • Prepare CRP I & II and present to key users. 
    • Prepare Data Migration & Load and validate information. 
  • Modules: General Ledger, Bank, Project, Accounts Receivable, Accounts Payable 

Project Name: New Implementation (AX 2012)  

  • Type of Company: Coating Powder Systems / Manufacturing
  • Duration: 2014- 2014 – 9 Months 
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Prepare Business Process workflows 
    • Coordinate Key Users meetings and create Functional Requirements Documents 
    • Prepare FRD-FIT document and FDD documentation in order to run as engagement between key users and our Development team. 
    • Prepare CRP I & II and present to key users. 
    • Prepare Data Migration & Load and validate information. 
  • Modules: General Ledger, Fixed Assets, Bank, Accounts Receivable, Accounts Payable, Own TAX Module

Project Name: Support for New Implementation after Go Live (AX 2012)

  • Type of Company:  Plastic / Manufacturing 
  • Duration: 2014-2015 – 9 Months 
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Support to end users on Accounting, Bank, Cost, Fixed Assets, Sales, Accounts Payable departments. 
    • Prepare FDD in order to coordinate Development team. 
    • Run Testing and Train End Users on new enhancement’s and developments  
  • Modules:     General Ledger, Fixed Assets, Bank, Accounts Receivable, Accounts Payable

Project Name:  Support for New Implementation Go Live (AX 2012)

  • Type of Company: Art / Manufacturing
  • Duration: 2015-2016 – 6 Months
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Training programs according to Company Procedures. 
    • Translate AX Users Manuals Documents to Spanish. 
    • Weekly Training Programs for Go Live. 
    • Coordinate team (3 consultants) on GO-LIVE in Financials Modules. 
  • Modules:  General Ledger, Bank, Accounts Receivable, Accounts Payable

EDUCATION

  • College:  Bachelor’s Degree in Finance and Accounting            
    • ITESM, Campus Monterrey – May 2006                                                                                  
  • Master Degree in Finance     
    • ITESM, EGADE   August 2011 – Actual