MS Dynamics Analyst / Administrator jobs in United States
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Kforce Inc ยท 1 day ago

MS Dynamics Analyst / Administrator

positionNew York, NY
timeContract
remoteOnsite
senioritySenior Level
money$70/hr - $75/hr
date7+ years exp

Kforce Inc is seeking a MS Dynamics 365 Analyst/Administrator for a contract to hire role. This role involves leading CRM management, delivering business-driven enhancements, and providing data insights to senior leadership, while managing investor relations via the CRM system and handling configuration changes.

ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Microsoft Dynamics 365Business analysisPower BISalesforceAnalytical skillsData governanceAlternative investment processesCommunication skillsPresentation skillsProject management

Required

7-10 years in business analysis, project management, product/operations, or related roles
hands-on experience with Microsoft Dynamics 365 (CRM) administration
experience with alternative investment processes (fundraising, capital calls/distributions, reporting)
strong analytical, communication, and presentation skills

Preferred

financial services/alternatives preferred
familiarity with Power BI, SharePoint, Power Automate, Salesforce, eFront, or Appian

Benefits

Medical/dental/vision insurance
HSA
FSA
401(k)
Life, disability & ADD insurance

Company

Kforce Inc

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Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services.
dateFounded in 1962
location
Tampa, Florida, USA
people-size1001-5000 employees
web-link
https://www.kforce.com/

H1B Sponsorship

Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (792)
2024 (667)
2023 (734)
2022 (843)
2021 (1197)
2020 (858)

Funding

Current Stage
Public Company
Total Funding
unknown
2024-05-20IPO
2014-06-08Acquired

Leadership Team

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Aaron Travis
Digital Experience Delivery Director | Kforce Consulting Solutions
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Recent News

PR Newswire
Monument Consulting Announces 2025 Strategic Suppliers
2025-11-19
thefly.com
Kforce price target lowered by $5.50 at UBS
2025-11-07
Business Wire
Kforce Reports Third Quarter 2025 Revenue of $332.6 Million and EPS of $0.63
2025-11-04
Company data provided by crunchbase