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Senior MS Dynamics 365 Business Analyst & PM Professional

Location:
Long Beach, CA
Posted:
June 02, 2026

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Resume:

James Wiedemann

562-***-****

********@*****.***

linkedin.com/in/jimwiedemann

Professional Summary

•Experienced MS Dynamics 365 F&O Consultant with end-to-end involvement in five successful implementations, specializing in requirements gathering, process optimization, user training, and cross-functional collaboration across finance, supply chain, and reporting modules.

•Experienced in Information Technology as a BA, PM, BSA, Operations, Procurement, Accounting, Re-engineering initiatives, and reporting, PowerBI, Agile, gap analysts, use cases, RACI, Process mapping, Azure DevOps Etc.

•Monitor progress, track issues, and mitigate as needed.

•Working with all levels of a project from Stakeholders and developers to the Application and Support users.

•Effective problem solver with analytical skills and adept at explaining technical information to users.

•Working knowledge of financial systems and processes (AP, AR, PPA)

•Working with Business Central, and Microsoft Dynamics 365, AX as an Analyst (GL, AP, AR, CRM)

•Experienced supporting asset-intensive operations, including maintenance workflows, inventory tracking, and operational process optimization

•Experience in establishing and developing interpersonal business relationships with the Business, IT, and third-party vendors.

•Supervises multiple BA, Developers, and third-party vendors.

•Deadline-oriented coupled with leadership, communication, organizational and multi-tasking skills, conflict resolution, and collaborative decision-making abilities.

•Provide information that allows organizations to make informed business decisions regarding day-to-day and long-term operations.

Technical Experience

•Agile, and Waterfall

•Data Integration

•Microsoft Dynamics 365

•AX 2012

•Gap Analysis

•Jira

•ERP System Conversion

•PowerBI

•Finance & Operations

•Supply Chain

•CRM

•User Cases

•SQL

•Gathering requirements

•Oracle Queries

•Azure DevOps

•Power Apps

•Tableau

•Smart Sheets

•Jet Reports

•Agile / Scum

Professional Experience

Warner Bros. Discovery Oct 2025 – May 2026

Business Analyst

Partner with business stakeholders to elicit, document, and refine requirements for ERP and workflow enhancements.

Translate user needs into functional design specifications, process flows, wireframes, and process documentation.

Analyze current-state processes and systems to identify gaps and opportunities for improvement using Azure Devops

Collaborate with cross-functional teams to ensure alignment across integrated platforms and business functions.

Produce high-quality business and technical artifacts that support development and implementation.

Develop and execute detailed test scripts and test plans for ERP and system enhancements.

Facilitate and execute internal functional testing (QA) and user acceptance testing (UAT) to ensure solutions meet business needs.

Document test results and coordinate sign-off with stakeholders.

Participate in continuous improvement initiatives across publishing technology.

Supported maintenance and operational workflows including work order tracking and asset lifecycle processes

Business requirement documentation and user stories

Current & future-state process flows

Functional design specifications

High-quality test scripts and execution results

Status report updates, risk logs, and issue registers

MS Dynamics F&O Consultant

Total Energy Services Apr 2025 – Sep 2025

MS Dynamics F&O Consultant

Analyzed D365 systems, and AX roadmaps, integrations, and business process dependencies; gathered requirements through workshops, surveys, site visits, and analysis.

Documented specifications, use cases, test cases, training guides, and maintained system documentation including Visio diagrams and customizations.

Configured application rules, security, and user roles; collaborated with developers on integrations and KPI reporting dashboards.

Trained super users, supported end-user testing, and troubleshot/resolved application issues while managing requests, changes, and enhancements through the Service Desk.

Coordinated small projects and collaborated with third-party vendors to ensure successful delivery.

Hunting Energy Oct 2024 – Mar 2025

Business Central Consultant

Perform Gap Analysis

Troubleshoot user issues within BC and Microsoft Dynamics 365 Finance & Operations (D365)

Work with users to identify potential targets for software development

Document existing business processes, create user training materials, train users

Create and modify business workflows within Dynamics 365.

Solving users’ challenges within Dynamics F&O, CRM

Conducting data analysis to support decision-making, provide insights, and assist

in identifying trends, risks, and opportunities.

Review and analyze current business processes, identifying areas

for improvement and recommending solutions to enhance efficiency

SQL queries and Reporting

Morgan Advance Products PLC Dec 2023 – July 2024

Business Analyst

Serves as liaison to business and IT teams to understand business requirements and create and implement solutions as well as understand root causes of current issues.

Gather business requirements translation into D365 solutions, along with alternative options and recommendations.

Supports designing business solutions that ensure alignment with the architecture principles and standards.

Documents and provides training for newly implemented systems and/or processes using Click Learn

Resolving incidents/issues, with root cause analysis and fixing where appropriate, for D365 F&O and CRM applications.

Applying functional and technical understanding of D365 to develop new functionality and integrations/interfaces with other systems as required, to support business growth.

Ensuring all aspects of the D365 development lifecycle are completed successfully

Assuring quality of releases (fixes/upgrades/enhancements etc) into production, through thorough testing and first-class environment management.

Ensuring vendor relationships remain transparent and clearly understood

Supports Business Information Managers, Project Managers and Solution using A Azure DevOps

Work with business end users to ensure the project meets business needs

Assumes ownership of the process, and system, and expands skill base.

Interacts frequently with business process owners.

Experience working with asset management modules within ERP systems

Conduct unit testing for project deliverables and facilitate user acceptance testing

Engage in efforts to establish the scope and business case for new programs and

Collaborate with team members to collect and analyze data

Rockefeller Capital March 2023 – Aug 2023

Business Analyst

Assist with our Family Office Services projects.

Helping with the implementation of D365GL and building a solution that will support new clients.

Migrate existing clients from QuickBooks and Rockit to D36GL.

Help with the 3rd Partly Report solution.

D365GL configuration, integration with other platforms, and development of reports on D365GL.

Ace Hardware (International) Sept 2022 – Feb 2023

Business Central Analyst

Work with Finance Mexico to analyze and document business requirements, organize, and conduct requirement gathering sessions, convert requirements to functional specs and functional design

Log and Track Items into.

Facilitate the collection of diverse data sets from various sources and provide insight into the data based on business needs/requirements.

Work as a lead and a subject matter expert in cross-functional projects to represent the requirements and expectations of the tech and finance teams.

Determine reporting needs and implement solutions to provide accurate and timely financial information.

Assisting in the implementation and support of Dynamics 365 solutions.

Help support the areas/any configurations D365 Business Central and CRM

Developed and presented solutions that would meet current and future needs.

Asset management

Workflows and processes for selected areas

Determined the new business requirements and translate those requirements into effective solutions, supporting the current software package

Managed the vendors and end users to ensure the software meets our current and future requirements.

Understanding how Financial Accounting and integration into the payables and receivables

Prepared and maintained documentation and training material for end users.

Neal Analytics Dec 2021 – Aug 2022

Senior Business Analyst (Short term for Holidays)

Develop a Dynamic Data Dictionary

Ensure Data Quality – working with the Client team to verify that datasets match with legacy reporting tools

Data Dictionary – documenting metadata in a standardized format that enables Clients to ingest metadata into their management tool Colibra

Working with Operation teams, Using the collaborative method to define and standardize data names and definitions across the selective data sets.

Analyze and document business requirements, organize, and conduct requirement gathering sessions, convert requirements into functional templates documents,

Facilitate the collection of diverse data sets from various sources and provide insight into the data based on business needs/requirements.

Develop a dynamic Data Dictionary.

Help support any configurations solutions that would meet the current and future needs.

Atara Biotherapeutics May 2021 – Oct 2021

Project Manager / Business Solution Analyst – Supply Chain Operations (Microsoft Dynamics 365 F&O)

Working in Microsoft Dynamics 365 F&O I oversaw setting up workflows, Security, integration of Invoices and Monthly reporting.

Partner with the business to identify business needs, problems, and opportunities.

Work with IT to Identify solutions (process or systems) that meet the business needs.

Participate with technical lead or solution architect to formulate proposals/options/recommendations.

Collaborate with other portfolio projects to reconcile impacts, approach, and recommend timing

Analyse pros and cons of various alternatives, present options to business and technical leadership

Document business case to justify the investment necessary to deliver the solution

Monitor and improve procurement to pay process,

Manage the Flow of goods from warehouse to end client or another warehouse

Help Develop a virtual warehouse offshore and manage goods received

Develop, maintain, and review technology roadmaps (identification and prioritization of desired initiatives) with key stakeholders of assigned business function(s)

Help PMs with all phases of the projects

Collaboration and direct interaction with representatives from various software application vendors

Developed and presented ad hoc reports in support of various business process initiatives (using PoweBI, SQL)

SQL Queries and analyest

Develop weekly and monthly reports using PowerBI (KPI…)

Researched, reviewed, and analyzed the effectiveness and efficiency of existing processes as well as enhanced them.

Conducted or coordinated organizational change management activities, including but not limited to engagement plans, communications, and training.

Developed and presented solutions that would meet the current and future needs

Startec Corporation Dec 2020 – Mar 2021

Business Solution Analyst (Microsoft Dynamics 365 F&O)

Work with the ERP team throughout the software lifecycle from initial requirements solicitation to post-release support and usage/data quality monitoring.

Utilize agile methodologies throughout the lifecycle in a Hybrid agile/waterfall project delivery model.

Analyze and document business requirements.

Analyze, map, and develop new and change existing business processes.

Work with various business stakeholders to define and document processes in support of transformation and change management activities.

Participate in change impact analysis and change management activities.

Maintain system documentation including release notes, user manuals, and business rules.

Develop training materials and conduct training for system users.

Coordinate the development of training materials and rollout schedules with other dependent project stakeholders.

Create presentations, present to various stakeholders, and facilitate meetings and discussions.

Developed and presented ad hoc reports in support of various business process initiatives.

Researched, reviewed, and analyzed the effectiveness and efficiency of existing processes as well as enhanced them.

Conducted or coordinated organizational change management activities, including but not limited to engagement plans, communications, and training.

Boardwalk REIT

Business Solution Analyst / Project Manager Dec 2019 – Dec 2020

Define and document business problems and/or opportunities for proposed initiatives, identifying and validating the key business requirements

Assist BA/PM Team Lead, application development, and business teams to evaluate potential software solutions – internal and off-the-shelf – to ensure business requirements are addressed effectively

Analyzes business processes, functions, and procedures to determine the most effective business processes to meet the needs of the organization

Works directly with the subject matter experts (SMEs) to record the current “as-is” and “to be” processes, and translate those processes into flow charts or activity diagrams

Create and assemble project management deliverables for the projects assigned including but not limited to project charter, project management plans, organizational change management plans, lessons learned and project completion reports.

Manage changes, decisions, risks, and issues so you can provide timely updates to stakeholders

Collaborate with the Software Development and IT Infrastructure teams toward the successful design, implementation, and testing of projects

Employ the Agile framework in gathering user requirements, developing plans, making business cases, and prioritizing product development in conjunction with Product Owner/BA team members on software development initiatives

Conduct discovery/requirements gathering sessions, providing and maintaining the resulting documentation throughout the implementation process.

Conduct gap analysis of existing client systems, identifying any key challenges and defining solutions to the business to have a smooth transition to new systems

Actively participate in the definition and prioritization of product roadmap items

Determine and analyze ROI for system improvements

Perform data analytics as requested; develop and present ad hoc reports in support of various business process initiatives

Research, review and analyze the effectiveness and efficiency of existing processes as well as enhance them

Conduct or coordinate organizational change management activities, including but not limited to engagement plans, communications, and training

Determine and analyze ROI for system improvements

Perform data analytics as requested; develop and present ad hoc reports in support of various business process initiatives

Research, review and analyze the effectiveness and efficiency of existing processes as well as enhance them

Conduct or coordinate organizational change management activities, including but not limited to engagement plans, communications, and training.

California Resource Corporation July 2018 – May 2019

Business Solution Analyst / Project Manager

Designing engineering and performing operation activities related to my portfolio of software (Ingres, TOW, ProCount etc.) applications in oil and gas accounting and engineering software realm.

Merge and optimize existing and future software as needed.

Using Agile - provide and manage software integration and improvements.

Preparing proposals for business and technology improvements outlining options, benefits, risks, plans,

and recommendations

Create stakeholder analysis, gap analysis, scope of work, business requirements, business modeling, test cases, test plans, user acceptance testing test plans, training materials, FAQs, and other related documentation.

Understanding the workflow of production

Integration with Review and Financial Accounting

Vendor Management-work with vendor to find solutions

Working closely with technical and business customers to provide solid technical solutions to meet the

business requirements in a timely manner.

Document current and future business software needs.

Maintain and manage the roadmap of software integration and improvements, prepare proposals for business and technology improvements

Create stakeholder analysis, gap analysis, scope of work, business requirements, business modeling, test cases, test plans. and other related documentation

Work with Business and Vendors to make sure the software meets the Business needs, Support the business and the PMO

Husky Energy Oct 2016– Mar 2017

Senior Business Solution Analyst

Collaborated with business users and technical teams to identify, analyze, and translate needs into specifications.

Gathered business requirements through interviewing business users and conducting workshops.

Document Husky Energy Inc. requirements for Entero,s MOSAIC Reserves software

Manage and ensure proper, timely documentation delivery

Document the PDE requirements and all other BA-required documentation

Document current and future business needs

Work with Business and Vendor to make sure the software meets the Business needs

Support the business, complete all PMO required documents.

Murphy Oil Corporation Jan 2014 – June 2015

Business Analyst

Supported the ongoing development and implementation of an Asset Management software package

Determined the new business requirements and translate those requirements into effective solutions, supporting the current Purchasing Management software package

Assisted with the development and implementation of the COTS Asset Management software (iTrak, EAM)

Managed the vendors and end users to ensure software meets our current and future requirements

Continued improvements of the software to meet the company’s needs

Understanding how Financial Accounting and integration into the payables and receivables

Prepared and maintain documentation and training material for end users

Provided system support for the Purchasing Management Software package

Deliverables and Objectives: Document current and future business needs, produce training and user manuals, Support the business, Test enhancements.

Education

Bachelor of Art Science 1984 - 1988

University of Calgary

ITIL 4 Foundation 2024



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