David A.

− Tax Calculation via RCS (Regulatory Configuration Service) − Integrated key ISVs for automation and compliance: − Sovos – VAT return automation; designed SSRS reports to export VAT data from D365 into Sovos for validation and filing. − Setup and integration of Axtension / Kofax Invoice − Authored a Finance Rollout Runbook for D365 implementations, documenting configuration standards, testing guidelines, and rollout playbooks to ensure consistency across multiple geographies. − Partnered with cross-functional teams (IT, tax, local finance, supply chain) to onboard legal entities and establish finance operations readiness for each deployment.

− Served as Solution Architect and Managing Consultant within the Dynamics 365 practice, leading cross-functional consulting teams for enterprise clients across food, insurance, and wholesale industries. − Directed multiple AX 2012 to D365 F&O migration programs, including assessment, architecture design, data strategy, and phased rollouts. − Designed and implemented end-to-end solution architectures covering Finance, Supply Chain, and Localizations, aligning system capabilities with business objectives. − Compiled the data migration strategy and execution, leveraging DMF, data packages, and Azure integration services to ensure data quality and continuity. − fit-gap analysis workshops with stakeholders, capturing requirements and translating them into functional and technical designs. − Partnered with client leadership and product owners to drive governance, testing, and change management, ensuring adoption and value realization. − Coordinated with ISVs (ExFlow, SK Global, Atlas, Lasernet) to deliver tailored integration solutions for finance automation, reporting, and compliance. − Mentored consultants and developers, fostering best practices in solution design, DevOps pipelines, and project delivery.

− Acted as Finance Lead for multiple D365 F&O rollouts in the fresh produce sector, guiding solution design, compliance, and operational alignment. − Defined finance architecture and migration strategy, ensuring data integrity during legacy-to-cloud transitions. − Led localization setup across multiple jurisdictions, including VAT, Intrastat, electronic reporting, and statutory compliance. − Owned onboarding, UAT, and training programs for finance teams, ensuring smooth adoption and business readiness. − Built and deployed Power BI dashboards to provide real-time financial insights for CFOs and finance leadership. − Integrated key ISVs to extend F&O functionality:

• ExFlow – AP automation and invoice approval workflows.

• SK Global – Advanced banking, treasury, and payment automation. − Coordinated with cross-functional teams (supply chain, production, IT) to align finance processes with sector-specific needs, including perishable goods management and margin control. − Produced finance runbooks and rollout playbooks, documenting best practices for repeatable multi-country deployments.

Delivered projects for major clients including Kennemervis Group, Hessing, and AM-Fresh, achieving compliance, operational efficiency, and scalable finance processes.