Microsoft D365- Accounting Conversion Analyst

Location: United States


This position is no longer open.


Recent and anticipated acquisitions across the US are requiring the addition to our team! The Insurance Accounting Conversion Analyst will be instrumental in the build out of our exciting growth initiatives.


You will be responsible for partnering with the Operations Department during the conversion process for all Risk Strategies Company (RSC) & One80 Intermediaries branches to ensure a smooth conversion into the Insurance Accounting department for each acquisition. This includes reviewing each acquisition’s original accounting environment & data, and addressing any post-transition issues. This position works closely with the Operations & Accounting departments, acquisition personnel, and other Accounting Conversion team members.


  • Must have strong knowledge of Microsoft D365
  • Experience working with vendors in the D365 platform/ERP for accounting
  • Review and understand each acquisition’s original accounting environment and accounting policies and procedures
  • Identify and understand any unique accounting issues
  • Work with acquisition team to align accounting policies and procedures with RSC's & One80’s workflow
  • Review AR, AP and carrier data to understand current format and determine if clean up is needed prior to conversion
  • Work collaboratively with the Operations Department to ensure all conversion data is in the ultimate condition for transition to Insurance Accounting team
  • Assess and address any post-conversion issues and assist the Accounting Conversion team with timely resolution and development of procedures
  • Actively participate in regular conversion and related meetings providing status updates
  • Participate in and support all related and cross-functional initiatives


Requirements and Qualifications:

  • Minimum of 5+ years in finance & accounting within Insurance industry
  • College degree required
  • Knowledge of Salesforce and Microsoft Dynamics365 a plus
  • High attention to detail and ability to work in a fast-paced environment
  • Critical thinking and problem-solving skills
  • Excellent verbal and written communication skills
  • Exceptional organization and time-management skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite and comfort working in a paperless environment


Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 97 offices and 2,500 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.

Risk Strategies Company does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Risk Strategies is committed to working with and providing reasonable accommodations to individuals with disabilities. Any candidate requiring a reasonable accommodation because of a disability for any part of the application or employment process may send an e-mail to and let us know the nature of your request and your contact information.