Note: The job is a remote job and is open to candidates in USA. rSTAR Technologies is seeking a Microsoft Dynamics 365 Finance Functional Lead and Business Transformation Advisor for a strategic CRM and business process transformation initiative supporting a global institutional investment management organization. The role leads functional design, future-state operating model development, business process reengineering, solution governance, and executive stakeholder advisory across investment management, finance, accounting, and client servicing processes.
Responsibilities
- Act as a trusted advisor to business and technology leadership
- Assess current-state business processes and define a future-state CRM operating model
- Identify opportunities to streamline workflows, improve client engagement, and eliminate manual processes
- Recommend industry best practices aligned with Microsoft Dynamics 365
- Lead functional design across the Dynamics 365 platform
- Translate business objectives into scalable functional solutions
- Define CRM data model, security, business processes, workflows, and reporting requirements
- Drive roadmap planning, prioritization, and release strategy
- Provide functional leadership around processes supporting:
- Investor onboarding
- Institutional client relationship management
- Capital raising pipeline management
- Fund lifecycle management
- Deal and investment tracking
- Financial reporting support
- Accounting workflows
- Portfolio reporting
- Compliance and regulatory requirements
- Executive dashboards and KPI reporting
- Collaborate closely with:
- Investor Relations
- Finance & Accounting
- Portfolio Management
- Capital Markets
- Asset Management
- Compliance
- Operations
- Information Technology
- Establish functional governance standards
- Review solution architecture with technical teams
- Ensure scalability, security, and maintainability
- Guide to configuration versus customization decisions
- Support change management and user adoption
Skills
- • 8+ years of experience in Microsoft Dynamics CRM / Microsoft Dynamics 365
- • Strong understanding of:
- • Dynamics 365 Sales
- • Relationship Management
- • Microsoft Power Platform
- • Power Apps
- • Power Automate
- • Power BI
- • Proven experience leading large-scale business transformation or CRM modernization initiatives
- • Strong understanding of institutional asset management, investment management, private equity, real estate investment, alternative investments, wealth management, or capital markets
- • Strong accounting and finance background with practical understanding of:
- • General Ledger
- • Fund Accounting
- • Investment Accounting
- • Financial Reporting
- • Investor Reporting
- • Capital Commitments
- • Distributions
- • Reconciliations
- • Audit and financial controls
- • Experience integrating Dynamics 365 with enterprise finance, accounting, investment management, or data platforms
- • Demonstrated business process reengineering experience
- • Ability to translate complex business requirements into scalable technology solutions
- • Strong executive presence and stakeholder management skills
- • Strong understanding of CRM data governance, security, integration, and enterprise architecture principles
- • Willingness to work in a hybrid environment in Chicago or the broader Midwest region
- • Bachelor's degree in accounting , Finance, Business Administration, Information Systems, Computer Science, or related field
- • 8+ years of relevant professional experience with Microsoft Dynamics CRM / Dynamics 365
- • 7+ years leading enterprise CRM or business transformation initiatives
- • Demonstrated experience in financial services, investment management, asset management, private equity, real estate investment, or related industries
- • Strong combination of Dynamics 365 functional expertise, accounting/finance knowledge, business transformation experience, and executive advisory capability
- Candidates with experience in institutional asset management, private equity, commercial real estate, real estate investment, alternative investments, wealth management, or capital markets are strongly preferred
- Relevant professional qualification is highly desirable
- Strong preference for candidates based in Chicago or the broader Midwest region
Benefits
- Onshore (Remote)
- Willingness to work in a hybrid environment in Chicago or the broader Midwest region.
Company Overview
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