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- Senior
Role Overview:
The Dynamics 365 Finance Functional Consultant will play a pivotal role within the Agile Enterprise Finance – Business Systems team. You will work closely with internal stakeholders, X++ developers, SQL/SSIS specialists, and offshore CRM integration teams to design, configure, and deliver effective Finance solutions on the Microsoft Dynamics 365 platform. This position requires deep, practical knowledge of enterprise accounting principles and demonstrable experience across core Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, and Project Accounting.
Key Duties:
• Configure, enhance, and support Dynamics 365 Finance modules to align with business requirements and accounting best practices.
• Lead requirements-gathering sessions with Finance stakeholders to translate business needs into clear functional specifications and BRDs.
• Collaborate with development teams to validate functional designs, integrations, and data mappings between D365 Finance, CRM, and other enterprise systems.
• Support system testing, UAT, and release readiness activities in partnership with QA and DevOps teams.
• Apply a strong understanding of financial processes such as month-end close, consolidations, and financial reporting to validate system behavior and ensure data accuracy.
• Document business processes, functional requirements, configuration changes, and test outcomes with clarity and precision.
• Provide knowledge transfer and mentoring to team members and business users on Finance module functionality, configuration, and process adoption.
• Collaborate across disciplines to support solution delivery using Agile methodology and modern ALM practices in Azure DevOps pipelines.
• Assist with data migration, transformation, and ingestion using tools such as SQL, SSIS, and Power Automate.
• Participate in solution design reviews, regression testing cycles, and finance workflow automation initiatives using Power Platform components.
Education/Training
• Bachelor’s Degree in Accounting, Finance, Information Systems, or related field; or equivalent professional experience.
• Microsoft Dynamics 365 Finance Functional Consultant Associate certification (preferred).
Required Work Experience/Skills:
• Extensive, hands-on experience configuring Dynamics 365 Finance (F&O) modules including GL, AP, AR, Budgeting, Fixed Assets, and Project Accounting.
• Strong understanding of enterprise accounting principles and the ability to translate financial processes into system configuration.
• Experience working within Agile delivery teams using Azure DevOps for backlog management, testing, and deployment pipelines.
• Knowledge of Dynamics 365 ALM, LCS, solution deployment, and environment management.
• Experience with Power Platform tools (Power Automate, Power Apps, Power BI) for workflow automation and reporting.
• Proficiency in SQL, SSIS, and data transformation/ETL concepts supporting financial integrations (preferred).
• Excellent written and verbal communication skills with the ability to interact confidently with finance and technology teams.
• Fluency in English (read, write, and speak); strong oral presentation and documentation abilities (BRD, test scripts, solution notes).
• Experience with M365, Teams, MS Project Web (Planner), and other collaboration tools.
Preferred Work Experience/Skills
• Microsoft Dynamics 365 Finance Functional Consultant Associate certification or higher.
• Experience integrating Dynamics 365 Finance with CRM (CE), Power Platform, or Azure-based data services.
• Familiarity with Dynamics 365 ALM and DevOps pipelines for solution management.
• Exposure to healthcare, life sciences, or other regulated industries.
• Knowledge of Power BI and Finance data models to support analytics and reporting initiatives.