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D365 Finance and Operations Functional Lead

Trust Automation · San Luis Obispo
Full-timeInformation TechnologyFinance & Insurance$128,000–$173,000/yr
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About the D Finance Operation Functional Lead role

D Finance Operation Functional Lead positions focus on delivering results in their domain. This page aggregates open D Finance Operation Functional Lead roles and what employers typically expect.

Trust Automation has over 35 years of experience in custom motors, linear drives, digital drives, and systems which meet the unique needs of its customers. Its product line includes motors, linear drives, digital drives, custom assemblies, and products to fit unique applications and ground-up system design and manufacturing solutions. We design, build and support control and power management systems for the most demanding defense, semiconductor, industrial automation, and medical applications. Trust Automation is an equal opportunity employer and committed to attracting, hiring, developing, and retaining a skilled, productive, and diverse workforce, personnel with competencies and experience related to the regional and State population. Every employee has an “at-will” relationship with Trust Automation. This means that employment with Trust Automation is at the mutual consent of the employer and the employee and is subject to termination by either party at will, with or without cause or advance notice. Job Summary The Dynamics 365 Finance and Operations Functional Lead will serve as Trust Automation’s in-house ERP expert and strategic advisor. This position will lead the optimization and expansion of the D365 F&O platform, working directly with business users to configure solutions, streamline processes, and implement integrations that enhance financial, operational, and manufacturing capabilities. This position will partner with business stakeholders across finance, manufacturing, supply chain, and operations to continuously improve D365 F&O implementation, identify process inefficiencies, implement solutions, and drive system adoption across the organization. As the Functional Lead, this position will be the voice of D365 F&O, acting as a bridge between business needs and technical solutions. The role will guide Trust Automation through system enhancements, integrations such as PLM, MES, Field Service, and CRM, while ensuring the ERP platform supports our precision manufacturing operations and systems engineering approach. Duties and Responsibilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities, who are otherwise qualified, to perform the essential functions. Functional Leadership & Business Partnership Serve as the primary functional expert and point of contact for D365 F&O across the organization. Partner with business stakeholders to identify opportunities where D365 F&O can improve efficiency and reduce overhead. Provide functional guidance and best practice recommendations to end users and management. Lead cross-functional initiatives to enhance system adoption and optimize business processes. Collaborate with technical resources to ensure solutions align with business requirements. System Configuration, Administration & Oversight Configure and optimize Microsoft Dynamics 365 Finance & Operations modules including: Financials: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Financial Dimensions. Supply Chain Management: Inventory Management, Procurement and Sourcing, Sales and Marketing. Production Control: Discrete and process manufacturing, production orders, job costing, shop floor execution. Master Planning: Planning Optimization engine, MRP, demand forecasting. Project Management and Accounting: Project tracking, resource scheduling, project costing. Work with technical resources to ensure any enhancements or customizations meet user requirements without jeopardizing application performance. Verify and sign-off on all enhancements, parameter changes, and customizations prior to releasing them to end users for final testing. Review customizations and extensions to validate they meet functional requirements and business process needs. Per…

Salary estimate

$128,000 – $173,000/yr
Provided by the employer.

Skills for this role

Project ManagementAccountingSalesLeadershipAutomation

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About Trust Automation

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