SUMMARY

• Over 10 years of experience in implementing, configuring, and customizing Microsoft Dynamics AX and SAP with multiple full life cycle implementations, analysis & production support.
• Expertise with definition of functional requirements, process improvement, and project scope definition, blue printing, configuration, testing, documentation, full life cycle implementation and support.
• Experience working with C - suite and providing optimal solutions on-time, on-budget and on-quality.
• 5 Full Life Cycle Implementation and Upgrade experience.
• FI expertise includes General Ledger (GL), Accounts Payable (AP) and Accounts Receivable (AR), Fixed Assets (FA), Banking, Dimensions.
• SCM expertise includes Procurement, Sales, Purchase requisition workflows, and Production and CRM modules.
• Worked extensively on creation of reports using SSRS, Morphx Reports, FRx, Targit.
• Excellent skills in configuration of Financial and Trade & Logistics Modules involving Procure-to-Pay and Order-to-Cash Cycles.
• Experience in workflow automation processes in Finance, Procurement and administration activities, security using SOX compliances.
• Projects expertise includes management of projects, transactions, budgets, setting up estimates, cost prices and sales prices, WIP, hour registration, cost templates, integration scenarios.
• Expertise in Data migration using DIEF framework, Atlas and SSIS.
• Worked on setup of Management reporter and setup of financial statements.
• Administration and maintenance of security profiles in Dynamics AX using SOX compliances.
• Extensive experience in AOT, customizing objects and security related features. Worked on data dictionary, forms, reports, classes, jobs, menus and menu items.
• Experience in MorphX, X++ Programming, Reports, Business Intelligence.
• Experience in SQL server DBA, Oracle DBA and Data Migration Activities.
• Upgrade experience, EDI and Integration with other applications.
• Worked on SharePoint, .NET, SQL server and QTP 9.2.
• Experienced in gathering and analyzing business requirements, identifying process gaps between "AS-IS" and "TO-BE" processes, re-engineering business processes, creating business blueprints, mapping processes to Microsoft Dynamics AX functionality, creation and maintenance of master data.
• Preparation of Functional & Technical Specifications Documents and flow charts interfaces, training and testing support.
• Creation of reports using Report Writer and Crystal reports.
• Implementation experience using Microsoft Sure Step Methodology.

TECHNICAL SKILLS

ERP: Microsoft Dynamics AX, GP, SAP.

Reporting: Crystal Reports 9.0, MS BI, Cognos.

Operating Systems: Windows 98/2K/XP/Vista,2003,2005,UNIX, Linux

Databases: MS Access, SQL Server, Oracle.

MS Tools: MS Excel, MS Word, MS Power Point, MS Visio, SharePoint, .NET

Project Management and collaboration tools: MS Project, Eroom, SharePoint.

PROFESSIONAL EXPERIENCE

Confidential

Microsoft Dynamics AX Architect

Responsibilities:

• Implementation of Dynamics AX 2012 for finance, Trade & logistics and Production modules
• Installation and Setup of Dynamics AX, deploying different instances of AX and infrastructure setup of Dynamics AX.
• Setup of Microsoft Sure Step Methodology for implementation of Dynamics AX.
• Business Process Activities: Studied the "AS-IS" a process and suggested the "TO-BE" processes.
• Preparing the Functional and Technical specification and design documents and setting up in the same in Dynamics AX.
• Setting up Chart of Accounts, General Ledger Parameters, Financial dimensions, implement the account and financial dimensions framework
• Setup and management of User, Roles, Privileges, permissions and duties in Dynamics AX
• Setup of Number Sequences, Workflow and Enterprise Portal.
• Work with CFO, Controller and CIO to get business requirements and formulate the solutions to improve business process using information systems.
• Manage the IT team for successful implementation of Dynamics AX and report to steering committee about the project status.
• Setup of General ledger module, posting profiles, transaction combinations, financial dimensions, account structures.
• Setup of Budget module, budget groups, commitment accounting, budget control, budget management and imports using Dynamics AX excel add-in
• Worked on AOT objects to customize data dictionary objects, reports, forms, classes, jobs, menus and menu items.
• Setup of Accounts Payable(AP) for vendors, posting profile, invoice matching, statistics, payments, taxes -1099 reporting, integration with procurement and sourcing module, inventory management module, product information management module.
• Setup of Accounts Receivable (AR) - customers, posting profile, invoice matching, payments and collections.
• Setup of Cash and Bank management module for bank accounts, bank reconciliation, checks layout and formatting, ACH file setup - NACHA, positive pay file development.
• Setup of extensive workflows in AP, Budgets, Ledger, Procurement and Sourcing modules.
• Setup of Procurement and sourcing module for procure to pay process, distribution, charges, price/discount groups, purchase requisition approvals.
• Setup of master planning for coverage groups and master plans
• Installation of Management reports, Setting up Financial Statements in MR and Dynamics AX
• Set up of Product information management and inventory management module for items, products, product masters, released products, dimension groups and inventory journal names.
• Setup of Procurement and sourcing module for procure-to-pay process, distribution, charges, price/discount groups, purchase requisition approvals.
• Setup of production module which included parameters, posting profiles, Operations, Routes, route groups, cost groups, cost categories, production groups, production pools, resource properties.
• Worked on data migration of master data like customers, vendors, items, chart of accounts, fixed assets and related data using DIEF framework, Atlas and Excel- Add-in. Worked on migration of transactional data and open balances for G/L, open AP, Open AR, Inventory balances, asset balances using DIEF and Atlas.
• Setup of Targit BI and Dynamics Reports for Strategic Management using SSRS.
• Worked on creation of invoice, creation of invoices from purchase orders, invoice matching and intercompany purchase orders.
• Worked on Misc. Charges and variance analysis for Sales and Procurement.
• Setup of Inventory management module and creation of Inventory model groups, intercompany orders.
• Work heavily on custom development by understanding the Fit-Gap Analysis of Business Requirements.
• Implementation of Expense management and Fixed Assets module.
• Perform AX training and involve in UAT sessions.
• Involved in Go-live and successful implementation.

Confidential

Microsoft Dynamics AX Architect

Responsibilities:

• Implementation of Dynamics AX 2012 for Finance and supply chain management modules
• Installation and Setup of Dynamics AX, deploying different instances of AX and infrastructure setup of Dynamics AX.
• Business process activities included to study and understand the "AS-IS" process and suggested the "TO-BE" processes.
• Preparing the Functional and Technical specification and design documents. Configuration of AX using the functional requirements and setting up CRP environment.
• Setting up Chart of Accounts, General Ledger Parameters, Financial dimensions, implement the account and financial dimensions framework with account structures and advanced rules.
• Setup and management of User, Roles, Privileges, permissions and duties in Dynamics AX
• Setup of Number Sequences, Workflow and Enterprise Portal.
• Work with CFO, Controller and CIO to get business requirements and formulate the solutions to improve business process using information systems.
• Work with IT team for successful implementation of Dynamics AX and report to steering committee about the project status.
• Setup of General ledger module, posting profiles, transaction combinations, financial dimensions, account structures, journal names, period end close, allocations, derived financial hierarchies.
• Setup of Budget module, budget groups, commitment accounting, budget control, budget management and imports using Dynamics AX excel add-in
• Setup of Accounts Payable(AP) for vendors, posting profile, invoice matching, statistics, payments, taxes -1099 reporting, integration with procurement and sourcing module, inventory management module, product information management module.
• Setup of Accounts Receivable (AR) - customers, posting profile, invoice matching, payments and collections.
• Setup of excel templates and importing data using Dynamics AX excel add-in for budgeting and journals, training the accounting team on the same.
• Setup of posting profile, transaction combinations for integration of sub-leger to ledger and streamline procure-to-pay process and order-to-cash process, validate the T-accounts for transaction postings.
• Setup of Cash and Bank management module for bank accounts, bank reconciliation, checks layout and formatting, ACH file setup - NACHA, positive pay file development.
• Setup of extensive workflows in AP, Budgets, Ledger, Procurement and Sourcing modules.
• Setup of Procurement and sourcing module for procure-to-pay process, distribution, charges, price/discount groups, purchase requisition approvals.
• Installation of Management reporter, setting up Financial Statements in MR
• Setup of Targit BI and customize AX SSRS Reports.
• Work on custom development based on the Fit-Gap Analysis of Business Requirements and coming up with optimal solutions.
• Implementation of Expense management and Fixed Assets module.
• Worked on enterprise portal setup, security, process purchase requisitions through enterprise portal and vendor requests.
• Involved in end-user training, UAT sessions.

Confidential

Microsoft Dynamics AX Architect

Responsibilities:

• Global Implementation of Dynamics AX 2009 spanning 13 entities and multi-site location.
• Installation and Setup of Dynamics AX, deploying different instances of AX and infrastructure setup of Dynamics AX.
• Setup of User, User groups, permissions and Administration Activities.
• Setup of Number Sequences, Workflow and Enterprise Portal.
• Setup of Microsoft Sure Step Methodology for implementation of Dynamics AX.
• Preparing the Functional and Technical Areas questionnaires and setting up in the same in Dynamics AX.
• Business Process Activities: Studied the "AS-IS" a process and suggested the " TO-BE" processes.
• Setting up Chart of Accounts, General Ledger Parameters, Dimensions, and Dimension Groups.
• Setting up Financial Statements, FRx Reporting. Setup of Targit BI and Dynamics Reports for Strategic Management.
• Setting up Custom Inventory Valuation method - "Specific Identification Costing" for Business
• Setting up taxes, item related taxes, customer and vendor related taxes in Dynamics AX. Setup of Taxes for Canadian entity and other international entities.
• Setup of Journal names, Fixed Assets, Depreciation profiles, value models.
• Work with CFO, Controller and CIO to get business requirements and formulate the solutions to improve business process using information systems.
• Manage the IT team for successful implementation of Dynamics AX and report to steering committee about the project status.
• Setting up and maintaining Accounts Payable, managing vendor information, create a vendor account, create vendor group, setup vendors for 1099 reporting.
• Configuring vendor invoices, setup accounts payable invoice matching, configuring vendor payments, vendor payment formats.
• Worked on creation of invoice, creation of invoices from purchase orders, invoice matching and intercompany purchase orders.
• Worked on Misc. Charges and variance analysis for Sales and Procurement.
• Setup of Inventory management module and creation of Inventory model groups, intercompany orders.
• Setup of Ledger Budgets, Forecasts by Item-Customer-Vendor using Microsoft Forecaster
• Work heavily on custom development by understanding the Fit-Gap Analysis of Business Requirements.
• Automated business process by implementing Purchase Requisition workflow and transformed entire business process to save time and money.
• Setup of Security and profiles for all Global company consisting of 11 entities.
• Implementation of Expense management and Fixed Assets module.

Confidential

Microsoft Dynamics AX Consultant

Responsibilities:

• Conducted extensive workshops with Business Analysts to understand the business process and prepare the blueprint.
• Setting up Item groups, Inventory Model groups, Dimension Groups, Item Dimension Combinations.
• Setup of Inventory Parameters, Item setup, Default Order settings, Unit of Measure.
• Setup of Warehouse, Creation of new item and Item Pricing setup.
• Worked on Purchase order and Posting, Setup of Purchase order types, Setup of Accounts Payable Purchase Parameters, Setup of shipping to multiple addresses, Purchase Order Posting and Post a Purchase Order.
• Worked on Post a Receipts List, Post a Packing slip, Post Purchase Order Invoice.
• Worked on Accounts Payable Invoice Matching.
• Setup of Dimension Group - Storage Dimensions, manual Allocation, Automatic Allocation, Tracing of Items.
• Setup of Item Registration, Item Arrival, manage an Item arrival.
• Setup of Quarantine Warehouse Setup parameters, Quarantine Inventory, Inventory Transactions on Quarantine Items.
• Setting up and maintaining General ledger, Accounts payable, Accounts Receivable, Fixed Assets and banks.
• Worked on Accounts Payable - receive and enter vendor invoices, generate and submit vendor payments and manage vendor settlements. Prepayments for product or service.
• Worked on generating payments for employees, performed period closing in ledger.
• Setting up and maintain project accounting module, creation and managing projects, setting up project parameters, creation of subprojects, creation of project types.
• Implementation of E-commerce website using Microsoft Gold Partner.
• Implementation of CRM module and transformed business process using campaign management and workflows.
• Implementation of Workflow for HR module and in corporate to Hire-to-terminate business process
• Regular Interaction with users to ensure proper understanding of the Business Requirements and Functional specifications.
• Managing Vendor information, creation of vendors, vendor groups, creation of vendor in global address book.
• In General ledger, setting up chart of accounts, setting up and maintaining Budgets and Journals, setting up dimensions, setting up financial statements and reason codes.
• Worked on allocations of transactions, closing of transactions and managing ledger accounts. Revaluation of currency, preparing pre-close reports and closing activities.
• Generate reports, General ledger reports, Accounts Payable reports, Accounts receivable reports.
• Administering the MS SQL Server by creating user logins with appropriate roles, dropping and locking the logins, monitoring the user accounts, creation of groups, granting the privileges to users and groups.
• Database and Log Backups & Restoration, Backup Strategies, Scheduling Backups. Backing up system databases and restoring them when necessary.

Confidential

Microsoft Dynamics AX Consultant

Responsibilities:

• Setting up and maintaining general ledger, Accounts payable and accounts receivable, Banks.
• Implementation of Procure-to-Pay and Quote-to-Cash processes in Dynamics AX.
• Setup of Sales order types, Sales Parameters, Ship to multiple addresses, Order entry Deadlines, Sales Order Posting.
• Setup of Posting Sales order confirmation, Picking list, Registration, Packing slip and Invoice.
• Setup of Multi-site and understanding of Sales order financial Posting.
• In General ledger setting up chart of accounts, journals, budgets, sales tax, sales tax codes, posting. Setup Sales tax authorities, US sales tax, withholding tax, dimensions, financial statements, reason codes.
• Setting up and maintain project accounting module, setting up project parameters, creation and managing projects, creation of subprojects, creation of project types.
• Creating and managing budgets, enter forecast transactions, transfer budget, view budgets from statistics and reports.
• In projects setting up cost prices and sales prices, cost payment dates, setting up items for purchase and sales, creation of sales order, purchase orders, consumption of item requirements, registering item consumption, setting up provision for foreseeable losses.
• Worked on hour's registration, approval procedures and managing periods.
• Integrating MS dynamics AX with MS project, integrating project and production.
• Creation of price groups and assigning price groups to a project, invoice project and customer.
• Worked on Inventory Close and Month-end close.
• Integration of projects and production and worked on Cash flows of a project.
• In Accounts receivable, setting up accounts receivable parameters, managing customer information, creation of customer account, customer group, setup bank account for customer account, configuring interest and finance charges. Configuring accounts receivable journals, customer invoices, customer payments, setup centralized customer payments, setup credit card preauthorization.
• Setup shipping carriers, setup print management for a module, setup footer text for business documents.
• Worked on creation and posting of invoices, enter payments based on checks or bank reports, enter payments in payment journal, manage customer payment settlements, receive and register payments automatically.
• Worked on overdue payments, calculate interest, customer statements, create and print collection letter. Processing customer prepayments, period closing in ledger.
• Worked on configuring banks, setting up payment methods, bank account information, routing numbers and types, setup check layout for a bank account, setup bank accounts for vendors. Setup electronic banking, bank report setup, setup a review process for reversals and cancellations.
• Worked on depositing bank funds, creation of bank slip, reconcile bank accounts, transferring bank funds and closing activities like print a bank cash flow receipt.
• Worked on Product builder, setting up parameters for product builder, creation of modeling variables, attach user profiles to modeling variables, creation of product model, variable groups, assigning model variables to product models.
• In product builder, Creation of calculation variables, setting up price combinations, worked on rule debugger and creation of validation rules for product model.
• Items configuration, configuring modeling tree nodes, creation of default route, creation of product models using wizard, compiling and testing the product model.
• Setting up batch job for product model compilation.

Confidential

Microsoft Dynamics AX Consultant

Responsibilities:

• Setting up and maintaining Accounts Payable, managing vendor information, create a vendor account, create vendor group, setup vendors for 1099 reporting.
• Configuring vendor invoices, setup accounts payable invoice matching, configuring vendor payments, vendor payment formats.
• Configuring 1099 taxes, year-end 1099 reporting, setup account payable workflow, setup financial journals approvals.
• Worked on creation of invoice, creation of invoices from purchase orders, invoice matching and intercompany purchase orders.
• Worked on Vendor payments, pay vendor invoice using payment proposal, create payment proposal for electronic payment, create an electronic payment file for vendors, vendor settlements, manage open vendor transactions, worked on exchange adjustment of open vendor transactions.
• Worked on prepayments for product or service, generating payments for employees, period end closing in Accounts payable.
• Setting up Fixed Assets, acquisition, Revaluation and revaluation groups, fixed asset reserve, fixed assets integration, assets created from accounts payable, setup fixed assets and Accounts payable integration.
• Setup number sequences for fixed assets, ledger accounts for fixed assets, depreciation profiles, value models.
• Setup fixed assets groups, setup fixed asset posting profiles, general ledger parameters for fixed assets, fixed assets inventory items.
• Setting up fixed asset calendar, create fixed asset years and calendar periods.
• Setting up depreciation, setup depreciation books, asset group depreciation book, creation of depreciation profile, worked on fixed assets posting and journals.
• Worked on banks, setting up payment methods, bank account information, routing numbers and types, setup check layout for a bank account, setup bank accounts for vendors. Setup electronic banking, bank report setup, setup a review process for reversals and cancellations.
• Worked on banking funds, creation of bank slip, reconcile bank accounts, transferring bank funds and closing activities like print a bank cash flow receipt.

Confidential

Microsoft Dynamics AX Consultant

Responsibilities:

• Studied the "AS-IS" a process and suggested the " TO-BE" processes
• Setting up and maintaining general ledger, setting up chart of accounts, setting up and maintaining budgets and journals, setting up posting, creation of accrual schemes, setting up dimensions, setting up withholding tax, setting up financial data export, reason codes, financial statements.
• Setting up US sales tax, sales tax jurisdictions, sales tax groups for jurisdictions.
• Creation of ledger accounts, setup ledger account categories, setup budget version ID,setup dimension focuses, create a dimension value, dimension set, dimension set rules.
• Worked on allocating transactions, create an allocation rule, create allocation rule source and destination information, processing an allocation request.
• Worked on managing ledger accounts, allocate costs and income, setup subsidiary company for consolidation, worked on cash flow forecasts.
• Worked on elimination transactions, creation of elimination rules for transactions, preparing pre-closing reports and closing books.
• Worked on period end closing and fiscal year end closing activities.
• Worked on banks, setting up payment methods, bank account information, routing numbers and types, setup check layout for a bank account, setup bank accounts for vendors. Setup electronic banking, bank report setup, setup a review process for reversals and cancellations.
• Worked on depositing bank funds, creation of bank slip, reconcile bank accounts, transferring bank funds and closing activities like print a bank cash flow receipt.
• Setting up and maintain project accounting module, creation and managing projects, setting up project parameters, creation of subprojects, creation of project types.
• Creation and maintenance of project groups and selecting the project types. Creation and maintenance of categories and category groups .
• Creating and managing budgets, enter forecast transactions, transfer budget, view budgets from statistics and reports.
• In projects setting up cost prices and sales prices, cost payment dates, setting up items for purchase and sales, creation of sales order, purchase orders, consumption of item requirements, registering item consumption, setting up provision for foreseeable losses.
• Worked on Invoices, create invoice and on-account proposals, create on-account invoices for all projects, On-account invoice setup, invoice payment plans, Invoice time and materials, View project invoices, creation of footer text for project invoices.
• Creation of Quotations in projects, update quotations, creation and update quotation templates.
• Worked on hour registration, approval procedures and managing periods.
• Integrating MS dynamics AX with MS project, integrating project and production.
• Creation of price groups and assigning price groups to a project, invoice project and customer.
• Administering the MS SQL Server by creating user logins with appropriate roles , dropping and locking the logins, monitoring the user accounts, creation of groups, granting the privileges to users and groups.

Confidential

Microsoft Dynamics AX Consultant

Responsibilities:

• As MSD AX Finance team member I was involved in all phases, such as: collecting and defining the business requirements, analyzing the GAPS, writing functional specifications, configuration and testing.
• Requirement analysis, gathering and Blueprinting.
• Setting up and maintaining Accounts Payable, managing vendor information, create a vendor account, create vendor group, setup vendors for 1099 reporting.
• Configuring vendor invoices, setup accounts payable invoice matching, configuring vendor payments, vendor payment formats.
• Configuring 1099 taxes, year-end 1099 reporting, setup account payable workflow, setup financial journals approvals.
• Worked on creation of invoice, creation of invoices from purchase orders, invoice matching and intercompany purchase orders.
• Worked on Vendor payments, pay vendor invoice using payment proposal, create payment proposal for electronic payment, create an electronic payment file for vendors, vendor settlements, manage open vendor transactions, worked on exchange adjustment of open vendor transactions.
• Worked on prepayments for product or service, generating payments for employees, period end closing in Accounts payable.