Integrate Microsoft Dynamics GP -
Talisma Fundraising’s fund management module enhances the integration between
Talisma Fundraising and Microsoft Dynamics GP accounting software packages. You
can easily access and cross-reference data, automate operations and
administrative processes, and provide timely reports to run your organization
more effectively.
Set Up Business Rules -
The fund management module allows you to set up business rules and specific
criteria for the distribution of revenue and expenses across endowments or
other funds. Talisma Fundraising software will then make the appropriate
journal entries in Microsoft Dynamics GP. In addition, this feature allows you
to specify types of assets that should not be included for consideration in the
allocation distribution.
Enable Portal Access -
With the Fund Management module, you can assign multiple account managers to
all of your funds. You can also provide these managers an internal or external
facing portal for accessing reports tied to the funds they manage. These
reports include the fund balance and transfer statements.
Reports - The Fund
Management module also allows you to produce a schedule-of-change report based
on data within Talisma Fundraising that is directly related to the dimension
codes within Great Plains. This report includes a comprehensive collection of
metrics, including income, interest, dividends, unrealized gains/losses, other
income, transfers in, transfers out, expenses, and the beginning and ending
balance of each fund.
What’s more, the module includes value-added tools
for analytical accounting, reporting, and a Web portal for anywhere, anytime
access. This module is especially valuable to organizations that must track
funds into hundreds or thousands of designated funds, projects, or categories.
Now you can:
Dramatically shrink your chart of accounts
Reduce thousands of general ledger accounts to a
master list of fewer than twenty
Leverage dimension codes for granularity beyond the
main classification of GL account types
Campus Management is a
leading provider of cloud-based SIS, CRM and ERP solutions and services that
transform higher education institutions. Today, more than 1,100 institutions in
over 30 countries partner with Campus Management to transform academic delivery,
student success, and operational efficiency.
The role of the Dynamics 365
Solution Architect is to guide, mentor, and coach other analysts while
assisting with any high severity issues as needed. This includes acquiring
resources and coordinating the efforts of team members and other departments or
clients in order to resolve incidents in a timely manner, based on their
severity and urgency. The Solution Architect will also define the learning
objectives for their products/areas and oversee quality control throughout
their incident’s life cycle. The Solution Architect is responsible for leading
the support and internal support training for Campus Management Corp.’s Finance
HR & Payroll (Campus Nexus Finance), which is built on Microsoft D365. The
Solution Architect will provide in-depth knowledge of the Microsoft Dynamics
365 application and evaluate the customer’s business processes against the
standard Dynamics 365 functionality with guidance from the Campus Nexus Student
team for the integration pieces. The Solution Architect is responsible for the
analysis, troubleshooting and resolution of incidents and tasks that have been
escalated by Client Services Analysts (Account Owners), Senior Analysts,
Technical Leads, and Managers.
Investigate and resolve reported application
issues, tasks, and escalations.
Follow established guidelines and industry best
practices to resolve customer issues.
Provide training, mentorship, and best practices to
Account Owners, Senior Analysts, and Technical Leads.
Create tools to assist in increasing productivity
and troubleshooting incidents.
Effectively communicate timely and consistent
updates to both internal and external customers.
Establish rapport, gain and maintain credibility
with diverse audiences.
Approve and/or create Client Services
documentation, including Knowledge Base articles.
Assistance/participation in Campus Management’s
annual User’s Conference.
Build and maintain knowledge of the database
structure, configuration files, integrations and business flows to assist with
issue investigation and resolution.
Input on workflows, process improvements, and
ongoing training.
Escalate issues to management as appropriate.
Working with cross-functional managers within the
company to develop feedback mechanisms for problems, causes, and resolutions.
Department liaison responsible for collaboration
and customer satisfaction initiatives with other departments including
Development, Product Management, Professional Services, and Cloud.
Delegate tasks and responsibilities to appropriate
personnel.
Oversight and execution of projects, department
related duties, and customer deliverables as assigned.
Experience in Microsoft AX/Dynamics 365 application
with a focus on business modeling and software implementation and/or support.
4+ years supporting new and existing customers in
Microsoft Dynamics AX.
4+ years of demonstrated experience in conducting
highly visible presentations, conducting formal classroom training and/or
online/webcast training on software applications or in a technical field
preferred.
Bachelor's degree or equivalent work experience
required.
Experience configuring and troubleshooting
workflows.
Knowledge of Student Information System and HR,
Payroll, AP/AR, GL module is a plus.
Experience with Finance, HR and Payroll.
Understanding of Adult Learning practices and
principles.
Ability to quickly learn new technologies in order
to explain all Campus Management products and services.
Excellent written and oral communication skills.
Proven effective listening skills. Solicits different viewpoints; shares
knowledge and insights.
Ability to complete advanced scripting tasks in SQL
and SSRS for data analysis/troubleshooting purposes, including writing complex
ad-hoc queries and creating/troubleshooting SQL views, stored procedures, and
functions.
Possesses advanced troubleshooting, problem-solving
and analytical skills.
Ability to effectively manage multiple assignments
with a sense of urgency, structure, and attention to detail.
Identifies opportunities for process improvement
and makes constructive suggestions for change.
Work both independently and as part of a team and
can communicate at all levels of the company.
Partners with other departments when necessary to
ensure that incidents are resolved in an efficient and timely manner.
Demonstrated ability and willingness to mentor
other staff members and deliver product/process training as needed.
Proficient in Microsoft Office Suite
Dynamics 365 Certifications preferred
Post-Secondary School industry experience preferred
Industry certifications (i.e. TSIA, HDI, CompTIA,
Service Strategies, etc.) preferred.
Bilingual – Portuguese / English, Spanish / English
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