Sanjo Poly
Microsoft D365 Finance and Operation
- Functional Consultant
a passionate consultant specializing in leveraging the Microsoft ecosystem – including Dynamics 365 ERP, Power BI, Excel – alongside robust SQL skills. My focus is on helping businesses optimize critical financial and operational processes, transforming technology into a powerful engine for growth
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Skills
Functional Expertise
- D365 ERP Modules
- Requirement Gathering & Analysis
- Process Design & Optimization
- User Training & Support
- System Configuration
Technical Acumen
- Data Migration (DMF)
- Managment Reporter
- Power Bi Report Development
- Electronic reporting
- LCS Environment Management
- Integration Concepts
Professional Skills
- Project Management
- Client Communication
- Problem Solving
- Team Collaboration
- Adaptability
Latest Blogs
UAE VAT Report Configuration In D365 F&O
October 5, 2024
Value-added tax (VAT) was introduced in the United Arab Emirates (UAE) on January 1, 2018. Businesses in the UAE are responsible for carefully documenting their business income, costs, and associated VAT charges...
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Email Configuration in D365 F&O using Microsoft Graph
September 11, 2024
This guide outlines the essential steps to configure email sending in Dynamics 365 Finance & Operations (D365 F&O) using the Microsoft Graph API. Integrating with Microsoft Graph offers a modern and robust method for handling email communications directly from your D365 environment....
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Financial Tags
July 1, 2024
In addition to the description and financial dimensions, some users within the organization need to capture extra details like document numbers, payment recipient names, vehicle numbers, and transaction references etc.. when posting journals or invoices....
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Automatic bank reconciliation(ABR) using ER and share point
June 2, 2025
In addition to the description and financial dimensions, some users within the organization need to capture extra details like document numbers, payment recipient names, vehicle numbers, and transaction references etc.. when posting journals or invoices....
Read MoreExperience
Finance functional Consultant - D365
The solution consulting | 2021 - Present
- Finance Led for implementation projects for various clients.
- Provided expert guidance on D365 Finance best practices.
- Developed custom solutions and integrations.
- Integrations with Banks, Web Pages, HRMS systems..
- Power Bi Report development
- Verifcation of data using SQL
- Managment reporting
- ER (Electronic Reporting) Development
- Mentored junior consultants.
Accountant
Summit Maritime Private Limited | 2018 - 2021
- Preparation of Accounts: Capture financial transactions in accordance with Ind AS and other accepted accounting principles.
- Analysis of Financial Performance: Create monthly MIS reports and statements for management, including performance ratios and cash flow forecasts.
- Tax Compliance and Reporting: Ensure accurate calculation and timely payment of taxes and prepare tax returns in compliance with Indian tax laws such as GST, TDS, PF, and ESI.
- Collaboration with Auditors: Provide necessary documents and supporting evidence to auditors, ensuring all financial aspects are covered during the audit.
- Payroll Processing: Prepare and forward salary statements to management for approval and upload the approved statements to the WPS portal.
Audit Assistant
Chaly and Co. | 2015 - 2017
- Prepare financial statements in accordance with the Companies Act
- Identify any auditor's risks and address them promptly.
- Account for transactions, including vouching.
- Reconcile statements and accounts to ensure accuracy.
- Prepare and submit necessary documents to Income Tax authorities and the Ministry of Corporate Affairs (MCA).
- Verify stock values and ensure they are accurately reflected in the financial statements.
- Prepare financial projections and cash flow statements for banks and clients.
Contact Me
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