Kit Ling Yiu
Denton
Summary
Over ten years of experience as a Microsoft Dynamics AX and D365 Functional consultant in implementing, configuring, and customizing Dynamics AX and D365 with five full life cycle implementations, analysis & production support. Including experience in Food & Beverage, Construction, Retail, and manufacturing industries.
Experience in Analyzing the Business Units requirements, preparing the Functional Design Document (FDD), Report Design Document (RDD), User Acceptance Testing Document (UAT), and Functional Requirements Document (FRD) of Business Process flow to find the solution to fulfill the gap area or fix in Microsoft Dynamics AX and D365.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Business Systems Analyst
Charles Schwab Corporation
03.2015 - Current
- Lead Microsoft Dynamics AX 2012 and D365 Functional, Technical, System Administration, and Implementation.
- Perform discovery, capture requirements, and engage SMEs (subject matter experts) and stakeholders to develop solutions for the business requirements.
- Implement AX 2012 and D365 Finance and Operations (F&O) across different organizational areas.
- Perform Data Migration and validate and support the solution.
- Effectively communicate across cross-functional teams within the organization.
- Established EDI end-to-end integration for customers and vendors using Dynamics AIF services.
- Deploy and Implement system enhancements using XPOs and model changes.
- Resolve user issues and provide production support.
- Worked on modules AP, AR, Sales & Marketing, Promotions & Marketing, Inventory management & WH Management.
- Configuration of main accounts, legal entities, intercompany transactions, accounting currency, reporting currency, Journal name, and numbering system.
- Created new and improved existing enterprise reports to provide management more accurate and meaningful data.
- Defined and wrote functional requirements and provided implementation guidance for user interface and database schema.
- Implemented end-to-end EDI with Vendors and Customers using AIF.
- GAP-FIT Analysis for required customizations.
- Go-Live & Post Go-Live Support for the development team.
- Currently oversee initiatives designed to advance continuous improvement, competitive advantage, and profitable growth.
- Lead business process and workflow mapping/analysis using data capture and modeling technologies, methods, and tools using Visio and Lucid Charts.
- Utilized change management techniques to provide smooth transitions during new hardware and software introductions.
Business Systems Analyst
22Nd Century Technologies
03.2011 - Current
- Worked on full life cycle implementations on Dynamics AX 2012 R3 and D365 for Financial Modules.
- Identified, assessed, and documented functional requirements, recommended business priorities, and advised the business on options, risks, and costs.
- Conducted research to determine if solutions to business requirements currently exist within or outside the business unit.
- Worked on AX Security, adding users, providing access, restricting users, and security setup-related solutions with Microsoft best practices in security and performance.
- Experience in configuration of General ledger, Accounts payable, Accounts receivable, Cash and bank management, Fixed assets, Chart of Accounts, Financial dimensions, vendors and vendor groups, methods of payments, cash discount, payment schedule, terms of payment, payment day, cash discount, method of payment, posting profiles, customers and customer groups and collection cases.
- Responsible for the day-to-day support of Microsoft Dynamics AX ERP system, focusing on Finance/Accounting, Sales, Management, Purchasing, Budgeting, Production control, and Warehouse Management.
- Oversaw document development across project workstreams to create internal control statements per compliance and regulatory standards.
- It enhanced project management skills by defining and presenting system solutions and timelines for business needs or technical problems.
- They developed flowcharts and diagrams to describe and lay out logical operational steps.
- Analyzed existing systems and databases and recommended enhancements to solve business needs
- Troubleshoot incidents reported by end-users to schedule system changes and identify permanent solutions.
- Lead integration work between AX and local systems to transmit needed data.
- Configuration of primary accounts, legal entities, intercompany transactions, accounting currency, reporting currency, Journal name, and numbering system.
- We have provided functional guidance and expertise in team meetings and other business practices.
- Analyzing GAPS and FITS of business requirements with a standard application using FRD and FDD.
Data Analyst
Cumming Llc
02.2008 - 02.2010
- Coordinated statistical data analysis, design and information flow.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Participated in requirements meetings and data mapping sessions to understand business needs.
- Developed tables, views and materialized views using SQL.
- Designed and developed schema data models.
- Analyzed SAP transactions to build logical business intelligence model for real-time reporting needs.
- Responsible to assist users and gather User Acceptance Testing Document (UAT).
- Provided functional guidance and expertise in team meetings and other business practices.
- Designed and implemented tools to support strategic value chain optimization initiatives
- Researched and resolved issues regarding integrity of data flow into databases
- Used statistical methods to analyze data and generate useful business reports
Education
Associate of Science - Data Management Technology
DeVry University
Long Beach, CAHigh School Diploma -
Phineas Banning Senior High School
Wilmington, CASkills
- ERP: Microsoft Dynamics Ax 2012, Dynamics 365
- ERP Modules: Financial modules (AP, AR,GL, Fixed assets, Budgeting), Cash & bank management, Retail, Procurement & sourcing, Product information management, Inventory & warehouse management, Sales & Marketing, Project management & accounting, Organization administration, System administration
- Programming: X, SQL
- OLAP Technologies: SSAS, SSRS, SSIS
- Microsoft Applications: Power BI, SQL, Power Apps, AI
- Atlassian Applications: Jira, Confluence
- Reporting Tools: SQL Server Reporting, Power BI
- Integrations: XML, EDI, Web Services
- 5 End to End AX 2012 and D365 Implementation Cycles totaling over 150 Million in project dollars
- Retail Industry Support Experience
- Food and Beverage Implementation Experience
- Construction Industry Implementation Experience
Certification
- Microsoft Dynamics AX 2012 Development I-IV Certification- 2017
- Microsoft Dynamics AX 2012 - Finance and Operations - Certification - 2017
- Six Sigma Project Management - Orange Belt - 2020
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Business Systems Analyst
Charles Schwab Corporation
03.2015 - Current
Business Systems Analyst
22Nd Century Technologies
03.2011 - Current
Data Analyst
Cumming Llc
02.2008 - 02.2010
Associate of Science - Data Management Technology
DeVry University
High School Diploma -
Phineas Banning Senior High School
- Microsoft Dynamics AX 2012 Development I-IV Certification- 2017
- Microsoft Dynamics AX 2012 - Finance and Operations - Certification - 2017
- Six Sigma Project Management - Orange Belt - 2020
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