D365 Business Analyst – Supply Chain

Company Mission

Clean Energy is changing the way the world fuels its' vehicles. Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know just how realistic and attainable that goal is with natural gas fuel.

Our company is an essential business and we are hiring!

Our office is located on a beautiful campus in Newport Beach, California.

Benefits Offered - 401K, Medical, Dental, Vision, Life, AD&D and more.

Salary range: $120,000 - $125,00 Depends on Experience

*This is not a remote position, Southern California candidates only.

Summary:

Seeking a highly skilled D365 Business Analyst with deep expertise in Supply Chain and Warehouse Management. This role will focus on leveraging Microsoft Dynamics 365 F&O to enhance operational efficiency across Advanced Warehouse Management, Inventory Control, Procurement & Sourcing, and Security Compliance. The ideal candidate will have hands-on experience configuring advanced warehouse processes, designing secure role structures, managing cycle count programs, and delivering training/documentation to end-users.

Essential Duties and Responsibilities

Advanced Warehouse Management

• Configure and manage multiple warehouses within D365, ensuring consistency of workflows and policies across sites.

• Set up warehouse-specific parameters (location directives, work templates, replenishment strategies, and cycle count plans).

• Design and implement inter-warehouse transfer processes, including transfer orders, in-transit warehouses, and automated shipment confirmations.

• Support multi-warehouse order fulfillment strategies, including cross-docking, wave picking, and order consolidation.

• Enable multi-site inventory visibility through reservation hierarchies and ATP (Available-to-Promise) rules.

• Configure and support warehouse zones, storage dimensions, and license plate groups across different facilities.

• Implement multi-warehouse replenishment strategies, balancing stock levels across locations.

• Coordinate return-to-warehouse and quarantine warehouse processes for quality control and reverse logistics.

• Define and maintain user access and security roles tailored for each warehouse, ensuring compliance and segregation of duties.

• Develop warehouse performance dashboards to monitor KPIs (cycle time, order accuracy, stock discrepancies) across multiple facilities.

Inventory & Cycle Counts

• Design and implement cycle counting strategies (spot counts, blind counts, system-directed counts, and wall-to-wall counts).

• Monitor and reconcile inventory discrepancies using D365 tools and reporting.

• Establish inventory policies for batch/serial number tracking, reservation hierarchies, and costing methods.

Security & Compliance

• Define and maintain D365 security roles, duties, and privileges specific to supply chain and warehouse functions.

• Conduct periodic security audits to ensure role-based access control (RBAC), segregation of duties (SoD), and compliance with audit/regulatory requirements.

• Collaborate with IT Security teams to enforce “least privilege” access principles and mitigate risks.

Procurement & Sourcing

• Configure and support procurement processes including requisitions, purchase orders, approval workflows, and vendor collaboration.

• Ensure seamless integration of procurement with warehouse receiving and inventory processes.

Training & Documentation

• Develop training materials, SOPs, and quick reference guides for warehouse users, inventory managers, and procurement teams.

• Conduct hands-on training sessions for advanced warehouse functions (e.g., mobile device usage, cycle counts, workflow execution).

• Maintain knowledge base articles and documentation for system configurations, security roles, and operational processes.

Support & Continuous Improvement

• Provide Level 2/3 support for supply chain incidents, troubleshooting functional and security-related issues.

• Conduct testing and validation for new configurations, upgrades, and integrations.

• Recommend and implement process automation and system improvements using D365 F&O best practices.

Supervisory Responsibilities: This position has no supervisory responsibilities.

Qualifications:

• Bachelor’s degree in Supply Chain, Business Administration, Information Systems, or related field.

• 3+ years of hands-on experience as a Business Analyst / Functional Consultant with D365 F&O Supply Chain Management.

• Proven expertise in Advanced Warehouse Management, Security, Inventory, and Procurement.

• Experience configuring cycle counts, warehouse workflows, and mobile device menus.

• Strong understanding of D365 security role design, SoD, and audit compliance.

• Excellent documentation, training, and presentation skills.

• Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate (preferred).

Education and/or Experience:

Bachelor’s Degree in Information Technology or related field plus a minimum of 3 years of related experience; or equivalent combination of education and experience.

3+ years’ Functional Lead Business Analyst or IT Project Management experience required.

3+ years supporting major ERP or Business Application projects, and technologies required.

2+ years of experience leading an ERP solution at another company required.

Language Skills:

Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from members of the business community.

Mathematical Skills:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

Proficient in Microsoft Office applications, specifically Word, Excel, and Outlook. Advanced knowledge of ERP systems and must have Microsoft Dynamics D365. Knowledge in supply chain, job costing and/or field technician software preferred. Must have working knowledge and experience with Microsoft D365 Finance and Ops and/or Microsoft D365 Customer Engagement.

Certificates, Licenses, Registrations: None Required.

Competencies: To perform the job successfully, an individual should demonstrate the following behaviors:

• Quality: Consistently produces high quality work (accurate, neat, and thorough). Strives to improve productivity, processes and quality. Demonstrates strong knowledge and skills related to the job. Presents a professional image with dress, demeanor, and manners. Maintains clean workspace, company equipment and company vehicles. Safety is a high priority; performs job safely.

• Communication: Communicates clearly, concisely, effectively, professionally and timely. Exhibits good listening and comprehension skills. Keeps others appropriately informed and shares ideas even when unpopular. Listens to what others have to say. Maintains open and active communication with colleagues. Effectively uses knowledge and experience in asking, probing, and anticipating issues to ensure quality is provided.

• Teamwork: Fosters the spirit of working with each other. Displays respect, courtesy, politeness, tact, and openness. Handles conflict in an appropriate and professional manner. Builds relationships, promotes cohesiveness, models collaboration with others. Considers impact and issues for our customers and other departments. Engages other impacted departments early for solutions.

• Persistence: Develops workable alternatives and solutions. Exhibits persistence in following assignments through to completion. Promotes process improvements.

• Reliable: Responds in a timely manner. Is honest, ethical, value-driven and trustworthy. Keeps commitments made, completes assignments and meets deadlines. Accountable--Takes responsibility for own actions and performance. Meets attendance and punctuality guidelines. Available and accessible.

• Entrepreneurial: Takes initiative and appropriate action. Is engaged and committed to achieving the company’s mission. Pursues better ways to get things done and takes appropriate risks. Keeps up to date with competitor information and market trends. Controls costs and thinks in terms of profit, loss and added value. Is committed to the satisfaction of customers.

• Leadership: Provides clear direction around a vision. Creates actionable plans and is proactive & anticipatory. Demonstrates innovative approaches and solutions. Is an example for employees and others. Accepts responsibility for individual and team performance. Makes appropriate and timely decisions and takes action on decisions. Sets clear and reasonable performance expectations. Motivates and empowers others. Delegates tasks appropriately. Recruits high caliber staff. Provides feedback to subordinates that is timely and direct. Recognizes subordinates for their contributions and effort. Encourages continuous growth and learning in others. Shows respect for others and their ideas. Helps others manage through change.

• Passion: Is excited and creates enthusiasm about the company’s future. Promotes a sense of company pride. Displays a sense of pride in the department and its contributions. Displays passion for the job.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk and sit. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Always practice good judgment and refer to the safety guidelines.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Always practice good judgment and refer to the safety guidelines.

The noise level in the work environment is usually moderate.