23 days old

Client Services Finance/Payroll D365 Analyst

Campus Management
Boca Raton, FL 33433
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Campus Management

The Client Services Finance/Payroll D365 Analyst is responsible for supporting the Campus Management customer base with product-related issues for our CampusNexus Finance, HR, and Payroll product which is built on Microsoft Dynamics Finance application. The role involves working closely with other analysts and departments in order to provide effective and high-quality technical support services. The Client Services department consists of various specialized teams with a wide range of functions and responsibilities dependent upon the software application. The right candidate for this role has a passion for customer service and embraces a customer-centric attitude in all aspects of customer success.

The Client Services Finance/Payroll D365 Analyst is responsible for providing application support for CMC software as well as Microsoft Dynamics expertise, including:

  • Account ownership and customer-centric mindset for all designated/assigned customers
  • Follows established guidelines, department SOP, and industry best practices to resolve customer issues
  • Provides problem resolution for end-users, including research on various data and reporting issues, and collaborates to gain input on potential solutions
  • Provides training and best practices, and keeps users well informed on the proper use of Microsoft Dynamics Finance and CampusNexus Finance, HR, and Payroll
  • Maintains extensive knowledge of current versions of the companys proprietary applications such as CampusNexus Finance HR and Payroll, CampusNexus Student, etc.
  • Recommends functional configurations and proposes business solutions where appropriate
  • Evaluates upcoming releases and recommends installation of beneficial upgrades
  • Effectively and professionally communicates updates to the customer by providing prompt and consistent follow-up on all unresolved issues and recording all actions in the approved help desk system
  • Builds and maintains knowledge of the database structure, configuration files, integrations and business flows to assist with issue investigation and resolution
  • Escalates issues to management as appropriate
  • Follows established guidelines and industry best practices to resolve customer issues
  • Assists with the creation of Client Services documentation, including Knowledge Base articles
  • Builds and maintains knowledge of the configurations, integrations, and business flows to assist with issue investigation and resolution
  • Serves as a coach and mentor to designated Client Services team members
  • Achieves and exceeds established department and company KPIs and goals
  • 2+ years of experience in financial consulting or a business analyst role relating to the Microsoft Dynamics 365 application
  • (Module experience preference in order):
  • Payroll (or Payroll Management system experience)
  • Accounts Payable
  • General Ledger
  • Cash and Bank
  • Fixed Assets
  • Procurement
  • Bachelor's degree or equivalent work experience (Accounting, Finance, or MIS related field)
  • Successful completion of current Microsoft certification exams (MB-300/MB-310)
  • 2+ years of customer service experience preferred
  • 2+ years of Higher Education industry experience preferred
  • Must demonstrate an understanding of basic accounting fundamentals (i.e. balancing ledger cards, releasing to ledgers, payment plans, account reconciliations) to help users reconcile reports and identify discrepancies in reporting practices
  • Solid analytical and troubleshooting skills
  • Solid understanding of data structures and the ability to identify recurring patterns
  • Ability to work with moderate supervision on escalated issues and can prioritize, investigate and resolve them with minimal guidance from others
  • Experience working with customers and maintaining good customer relationships
  • Ability to quickly establish rapport, gain and maintain credibility with diverse audiences
  • Must have solid verbal and written communication skills and can communicate at all levels of the company
  • Communicate complex technical issues to both technical and non-technical users in a professional and understandable manner
  • Proficient in Microsoft Office Suite
  • Experience with MS SQL preferred
  • Experience with MS SSRS and Power BI preferred
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Posted: 2020-05-13 Expires: 2020-06-14

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Client Services Finance/Payroll D365 Analyst

Campus Management
Boca Raton, FL 33433

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