We are looking for a motivated and detail-oriented Financial Analyst to join our team in Waukesha, Wisconsin. In this role, you will analyze and document financial and business information, contributing to key decision-making processes. The ideal candidate will excel at synthesizing data, communicating insights, and managing multiple projects effectively.<br><br>Responsibilities:<br>• Conduct thorough financial analyses and document findings to support business decision-making.<br>• Create and manage financial models to evaluate business performance and forecast outcomes.<br>• Perform in-depth variance analysis to identify trends and deviations in financial data.<br>• Utilize data mining techniques to extract and interpret critical business insights.<br>• Prepare detailed reports on industry outlooks and company valuations.<br>• Collaborate with executives and advisors to develop valuation reports and provide strategic recommendations.<br>• Represent the organization at business conferences and deliver presentations on financial and business matters.<br>• Manage multiple projects simultaneously, ensuring timely completion and accuracy.<br>• Engage in consulting activities and contribute to speaking engagements as expertise grows.<br>• Use tools such as Excel, Word, and Outlook to complete tasks efficiently.
<p><strong>Overview</strong></p><p>Robert Half is searching for a Business Analyst with significant experience working with Dynamics 365 (D365), for our client in Madison, WI. The Dynamics Analyst will support Microsoft Dynamics 365 CRM, updates/upgrades to the system, integrations with CRM, process improvement, requirements gathering, and work directly with end-users.</p><p><br></p><p><strong>This is a Direct Hire position that will require an onsite work schedule (5 days).</strong></p><p><strong>Relocation assistance may be available for highly qualified candidates.</strong></p><p><br></p><p><strong>*SPONSORSHIP IS NOT AVAILABLE FOR THIS ROLE*</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p>• Support daily use of Dynamics 365 CRM across the business groups.</p><p>• Work with internal teams to understand business needs and translate them into documented requirements for system updates or new capabilities.</p><p>• Produce functional specifications and user stories that guide development work.</p><p>• Facilitate discovery sessions to evaluate workflows and identify areas where CRM functionality can streamline processes.</p><p>• Configure and adjust Dynamics 365 Customer Engagement modules including Sales, Customer Service, and Marketing.</p><p>• Assist with data migration tasks, system integrations, and CRM reporting needs.</p><p>• Review current processes to identify gaps and propose practical solutions that improve system performance and user experience.</p><p>• Coordinate with technical teams and project stakeholders to deliver CRM enhancements on schedule.</p><p>• Provide user training, documentation, and general support.</p><p>• Monitor new features and updates released for Dynamics 365 Customer Engagement and apply best practices.</p>
