Fatima Naeem, ACCA
Karachi
Summary
With over 8 years of experience in implementing and managing Microsoft Dynamics 365 Finance and Operations, I possess a comprehensive skill set that includes business analysis, system configuration, and user training. As a member of ACCA, I am committed to maintaining high standards of accounting and financial management, ensuring that organizations benefit from robust financial controls and insights.
Key Highlights:
Experienced in configuring and customizing Dynamics 365 finance modules, including GL, AP, AR, Fixed Assets, Budgeting, Cash & Bank Management, Inventory Evaluation, Project Management, and Expense Management.
Skilled in data migration, system integration, and performance optimization, ensuring seamless transitions and maximum ROI.
Proven track record of leading cross-functional teams through complex projects, fostering collaboration, and driving success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Functional Lead Microsoft Dynamics 365 F&O
Yasoob Consulting (A subsidiary of Delcit Ink Canada)
Karachi, Pakistan
03.2024 - Current
- Lead the Fiance functional consulting team throughout the project lifecycle, from discovery and design to deployment and support.
- Engaged in a collaborative process with clients to gain insights into their business needs and objectives, ultimately transforming them into detailed functional requirements.
- Managed finance implementation of Dynamics 365 solutions while ensuring adherence to client expectations and project deadlines.
- Guided and mentored junior consultants, fostering their professional development and contributing to project accomplishments.
- Collaborated with technical consultants in facilitating integration of Dynamics 365 and creating tailored extensions.
- Engaged in D365FO interfaces and integrations.
- Conducted gap/fit analysis to determine the formative gaps and rectified them effectively.
- Producing solution design and integration documents with development teams.
- Conducted training sessions for clients and colleagues.
- Guided clients through organizational change related to finance transformation, ensuring successful adoption of new processes and technologies through the development and implementation of change management plans.
Senior Functional Consultant Microsoft D365
Systems Ltd.
Karachi, Pakistan
10.2022 - 02.2024
- Enhanced efficiency by re-engineering the client's business process to automate and eliminate inefficiencies.
- Documented project life cycle scenarios by reviewing requirement gathering documents essential for implementation.
- Performed gap analysis on client's existing business process and desired process for Microsoft D365 platform.
- Developed solutions in system and reviewed solution design document to ensure alignment with Client's business processes and International Financial Reporting Standards (IFRS/IAS).
- Working with the internal technical team to help them understand the client's business thoroughly in order to fulfill the client's requirements in the best possible way.
- Conducted requirement gathering sessions in-person with clients.
- Managing in-house functional team as a Lead Finance Consultant, ensuring timely delivery of tasks assigned to them and reviewing their work to ensure appropriateness.
- Main point of contact for clients, managing expectations and ensuring timely project milestone delivery.
Senior Officer
CDC (Central Depository Company Of Pakistan)
Karachi, Pakistan
12.2018 - 09.2021
- Ensure compliance with day-to-day transactions and perform periodic compliance reviews.
- Participated in the development phase of the Fund Management System.
- Collaborated with immediate supervisor to enhance Information Security Management, Business Continuity Plan, and SOPs implementation.
- Verified sale, redemption, conversion and transfer of units for assigned funds while comparing daily net asset values.
- Verified settlement and brokerage transactions, performed portfolio reconciliations.
- Verified transfer of fund instructions and managed cheque book inventory for assigned funds/clients.
- Verified payments of expenses such as trustee/custodian fee, management fee, SECP fee, auditor's fee, and sales load.
- Performed diligent verification and submission of tax documents
- Established efficient communication channels with brokers, AMCs, investment advisors, and banks for seamless coordination of work.
- Executed procedural methods as a post mode user to ensure seamless functioning of multiple electronic systems.
- Contributed to the training initiatives for business users while working alongside the FMS admin team.
Functional Consultant Finance Microsoft D365
Price Water House Coopers (PwC Pakistan)
Karachi, Pakistan
11.2016 - 12.2018
- Managing the full lifecycle of design and testing phases.
- Acting as a communication channel between the client and Technical Consultants for interpreting the needs of the clients.
- Coordinating with technical consultants for any development and customization requirements, including user and/or reporting requirements.
- Facilitating User Acceptance Testing in coordination with end-users.
- Developing solution design and leading client throughout implementation and support phases.
- Evaluating customers' business requirements, needs, and objectives and transforming them into company processes, solutions, and modules being implemented.
- Analyzing and resolving complex customer issues related to data and processes.
- Provides necessary support for the provided solutions.
- Providing necessary ERP functional training at client/customer sites.
- Prepared test cases for the current ERP system including Unit testing, System Integration Testing, Performance Testing, and User Acceptance Testing as well as client-specific software testing.
Education
Masters in Commerce (M.Com) - Finance, Economics, Statistics
University Of Sindh
03-2019
Acca Member - Financial Reporting, Financial Management
Association of Chartered Certified Accountants
06-2015
Bachelors in Commerce (B.Com) - Accounting, Finance
University Of Sindh
06-2012
Skills
Finance Modules Skills in Microsoft D365
- General Ledger (Rating : 9/10)
- Accounts Payable (Rating : 9/10)
- Accounts Receivable (Rating : 8/10)
- Budgeting (Rating : 9/10)
- Cash & Bank Management (Rating : 9/10)
- Project Management (Rating : 7/10)
- Inventory Evaluation (Rating : 9/10)
- Expense Management (Rating : 9/10)
Core Expertise
- Business Analysis
- Requirements Gathering
- User Acceptance Testing
- Solution Design
- Data Migration
- Business process understanding
- User Training
- Business Workflows
- Client engagement and support
- Team coordination and collaboration
- Resource Planning
- Client interaction
- Solution Implementation
Languages
Urdu/ Hindi
First Language
English
Advanced (C1)
C1
Certification
- Microsoft MB-310 (Microsoft Dynamics 365 Finance Functional Consultant) (Dec-2022)
Accomplishments
Projects Undertaken Clients List
- Garden Alive (Manufacturing) (USA) Scope : Implementation of Finance Modules in Microsoft D365 F&O
- Avrioc Technologies (Information Technology) (UAE) Scope : Implementation of Finance Modules in D365 F&O
- Eyewa (Retail) (UAE) Scope : Project Management Microsoft D365 F&O
- Far Eastern Impex (Manufacturing) (Pakistan) Scope : Implementation of Finance Modules in D365 F&O
- High Q Pharmacueticals (Pharma) (Pakistan) Scope : Implementation of Finance Modules in D365 F&O
- EA Consulting (Engineering) (Pakistan) Scope : Implementation of Finance Modules in D365 F&O
- Housing Directorate (Construction Govt Organization) (Pakistan) Scope : Implementation of Finance Modules in D365 F&O
- Canteen Stores Department (Retail Govt organisation) Scope : Implementation of Finance Modules in D365 F&O
Analytical and Problem solving skills
- I have been known as great in client dealing and solving their spontaneous problems while delivering demonstration, User acceptance testings and trainings.
- It is also my core strength to work on multiple projects simultaneously and resolving their ad-hoc issues.
Timeline
Functional Lead Microsoft Dynamics 365 F&O
Yasoob Consulting (A subsidiary of Delcit Ink Canada)
03.2024 - Current
Senior Functional Consultant Microsoft D365
Systems Ltd.
10.2022 - 02.2024
Senior Officer
CDC (Central Depository Company Of Pakistan)
12.2018 - 09.2021
Functional Consultant Finance Microsoft D365
Price Water House Coopers (PwC Pakistan)
11.2016 - 12.2018
Masters in Commerce (M.Com) - Finance, Economics, Statistics
University Of Sindh
Acca Member - Financial Reporting, Financial Management
Association of Chartered Certified Accountants
Bachelors in Commerce (B.Com) - Accounting, Finance
University Of Sindh
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