Summary
Overview
Work History
Education
Skills
Certification
Software
Timeline
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Dylan Galbo

Charlotte,NC

Summary

As an experienced D365/AX Financial Consultant, I specialize in transforming complex financial challenges into efficient, streamlined solutions. Leveraging a robust background in ERP implementations, financial accounting, and process optimization, I have successfully led initiatives that enhanced operational efficiency, reduced costs, and delivered measurable business outcomes for global organizations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Financial Consultant

Sunrise Technologies
12.2019 - Current
  • Financial Process Optimization: Designed and streamlined core financial processes, including AP, AR, expense management, budgeting, and intercompany accounting, improving operational efficiency across multiple legal entities
  • Data Migration & Consolidation: Managed complex data migrations, covering historical trial balances, open vendor/customer invoices, fixed assets, and international containers
  • Chart of Accounts Redesign: Rebuilt and optimized Chart of Accounts structures to enhance reporting, consolidations, and multi-tier workflows
  • Automation & Integration: Developed custom automation solutions, including customer refund check processing, enabling efficient handling of over 15,000 weekly transactions
  • Global Collaboration: Deployed financial solutions for clients across the U.S., Mexico, Brazil, and other international regions, ensuring compliance with local requirements
  • Costing Improvements: Converted over 700,000 finished goods from Moving Average Cost to Standard Cost, improving cost-tracking accuracy and aligning with best practices
  • Efficiency Gains: Streamlined the setup of new legal entities, reducing manual efforts through innovative D365 tools
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Education

Bachelor of Science - Accounting And Finance

North Carolina State University
12-2019

Skills

  • ERP Implementation & Integration
  • Strategic Problem-Solving
  • Advanced Excel
  • Team Building & Leadership
  • Cross-Functional Collaboration

Certification

  • MB-300: Microsoft Dynamics 365: Core Finance and Operations
  • MB-310: Microsoft Dynamics 365 Finance Functional Consultant

Software

Dynamics 365 Finance and Operations

Power BI

Power Query

Timeline

Senior Financial Consultant

Sunrise Technologies
12.2019 - Current

Bachelor of Science - Accounting And Finance

North Carolina State University
Dylan Galbo