MS Dynamics Analyst / Administrator

RESPONSIBILITIES:
Kforce has a client that is seeking a MS Dynamics 365 Analyst/Administrator for a contract to hire role to work on-site in New York, NY.

Summary:
We're looking for a hybrid Analyst/Microsoft Dynamics 365 (CRM) Administrator to support the client's Alternatives Business Enablement & Operations teams. This role leads CRM management, delivers business-driven enhancements, and provides data insights to senior leadership. The Microsoft Dynamics Administrator/BA will be managing investor relations via the CRM system, handling configuration changes, creating reports, and writing business requirement stories for platforms like Salesforce, E-front, and Appian.

Microsoft Dynamics Administration:
* Serve as the primary business administrator for Microsoft Dynamics 365 (CRM) used by our Investor Services team, including onboarding of new employees, and ongoing maintenance for the platform
* Maintain and modify system configurable customizations (fields, values, workflows, automations, templates)
* Lead data quality checks; Reconcile and correct data with business owners and ensure adherence to data governance practices
* Monitor utilization and automations to verify adherence to established processes; Partner with IT consultants for development updates and integrations with other systems as needed
* Design and develop dashboards and custom reports aligned to stakeholder needs (fundraising KPIs, client service SLAs, pipeline, allocation, capital activity, and investor communications)
* Analyze data to identify trends, gaps, and process improvements, present insights and recommendations to senior management. Maintain CRM data hygiene

REQUIREMENTS:
* 7-10 years in business analysis, project management, product/operations, or related roles (financial services/alternatives preferred)
* Hands-on experience with Microsoft Dynamics 365 (CRM) administration
* Experience with alternative investment processes (fundraising, capital calls/distributions, reporting)
* Familiarity with Power BI, SharePoint, Power Automate, Salesforce, eFront, or Appian
* Strong analytical, communication, and presentation skills

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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