Product Owner D365

A Microsoft D365 Treasury Management Product Owner will need to focus on loans and collections requires a blend of strategic, functional, and technical expertise to expand the product vision, prioritize ongoing features, and ensure continued alignment with business goals.

• A qualification in Finance, Accounting, Business Administration, or a related field. To understand the subtleties of treasury and loan management.
• It would be advantageous for the candidate to have an MBA, Master's in Finance, Accounting, or Information Systems - for understanding high-level business and financial strategies.

Certifications
- Microsoft Dynamics 365 Certifications:
• Dynamics 365 Finance Functional Consultant Associate: Relevant for in-depth knowledge of D365 Finance functionalities, including loans, collections, and cash management.
• Consider an accounting certification - possibly Chartered Accountant (CA): Relevant for understanding accounting principles and financial compliance, particularly if the role involves close work with finance teams.
Experience
1. Experience in Treasury or Financial Management:
• 5+years of experience in treasury, cash management, or loan/collections management.
• Exposure to handling loans and collections, working with financial data, and managing cash flow processes.
2. Experience with Microsoft Dynamics 365:
• Proven experience (2+ years) working with Dynamics 365 Finance, ideally with the finance module.
• Experience configuring and customizing D365 to meet functional expectations related to loan and collections workflows.
3. Product Ownership Experience:
• Experience as a product owner role or similar position, ideally within Dynamics.
• Ideally familiar with Agile methodologies and experience collaborating closely with clients, cross-functional teams, developers, finance teams - all stakeholders.
4. Integration and Data Management Experience:
• Experience with D365 integrations, particularly with financial institutions, CRMs, or other ERP systems.
• Familiarity with D365 Data Management Framework, APIs, and reporting tools (such as Power BI, SQL, or Electronic Reporting) for data analysis and integration tasks.
Key Skills
• Good understanding of financial principles, loan processing, interest calculations, and collections practices.
• Ability to configure and optimise D365 Finance for treasury management.
• Ability to analyse financial data and troubleshoot D365 functionality to improve processes.
• Ability to articulate business requirements, influence stakeholders, and lead cross-functional teams.
• Willingness to stay updated on new D365 functionalities, treasury management trends, and regulatory changes impacting loans and collections.
• Not a prerequisite: There is a requirement to gain a complete functional understanding and to become intrinsically familiar with the Axnosis TMS (Treasury Management) and GRC (Governance Regulation and Compliance) D 365 modules, ongoing updates and the related customisations delivered to the ELO project.
These capabilities would equip a D365 Treasury Management Product Owner to effectively manage, enhance, and optimize treasury processes within the Dynamics 365 Finance and TMS solutions.
Skills and Capabilities
• Experience in defining and owning the product roadmap for Treasury Management, especially loans and collections, ensuring alignment with business objectives.
• Ability to work closely with business stakeholders, including finance, operations, and compliance teams, to extend requirements, prioritize features, and manage expectations.
• Strong knowledge of financial processes related to loans, collections, cash flow, and overall treasury operations to understand and shape business requirements.
• Capable in project planning, scheduling, and resource identification and allocation to ensure timely delivery of product features or improvements.
Functional Skills
• Loan Management Knowledge: Deep understanding of treasury operations, including loan origination, interest calculations, amortization, repayment schedules, and financial compliance.
• Experience in collections processes, including overdue management, dunning, payment recovery, dispute management, and credit analysis.
• Familiarity with regulatory standards like DASC/ IFRS, and understanding of internal financial controls, as they relate to loans and collections.
• Proficiency in designing and interpreting financial reports, especially around loan portfolio performance, collections aging, cash flow, and risk.
D365-Specific Knowledge
• Deep understanding of Dynamics 365 Finance, specifically the finance module, with knowledge of configuration, workflows, and customization capabilities.
• Familiarity with D365's Cash and Bank Management functionalities for tracking loan disbursements, reconciliations, and collections.
• Experience with D365's reporting tools and data entities for extracting, analysing, and reporting loan and collections data.
• Knowledge of integrating D365 Finance with external systems (e.g., banking systems or CRMs) and familiarity with D365 Data Management Framework (DMF) for data imports and exports.
Technical Skills
• Understanding of customization opportunities within D365, including workflows, business rules, and minimal code-based customizations.
• Familiarity with Power Automate, Power Apps, and Power BI to build custom workflows, automate repetitive tasks, and design reports specific to treasury needs.
• Knowledge of SQL, Power BI, and Excel for querying and analyzing financial data to support decision-making and strategy.
• Experience setting up role-based access controls, ensuring data security, and compliance with relevant data privacy regulations.
Soft Skills
• Ability to analyze financial data, identify trends, and apply insights to the product development roadmap.
• Strong communication skills to translate complex treasury and finance • Proven experience leading cross-functional teams, driving collaboration.
• Ability to troubleshoot complex financial processes, particularly related to loans and collections, within D365 to meet evolving business needs.
This skill set enables a product owner to balance strategic vision, detailed knowledge of treasury processes, and technical understanding of D365's functionality to successfully manage and enhance the Treasury Management
product within Dynamics 365.