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Job Description

The Dynamics 365 Finance and Operations (D365 F&O) Finance Consultant is responsible for implementing, configuring, and optimizing finance-related processes within the D365 F&O platform. The consultant will work closely with clients to understand their financial management needs, gather requirements, and customize the system to meet their objectives. The role requires a solid understanding of both finance and ERP systems, specifically Microsoft Dynamics 365 F&O.

Role & Responsibilities

• System Implementation & Configuration:

  • Lead the implementation of the D365 F&O Finance module for clients.
  • Configure financial modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash and Bank management.
  • Ensure the configuration of finance-related processes aligns with the client’s business requirements.

• Requirements Gathering & Analysis:

  • Work with business stakeholders to understand and document financial business processes and system requirements.
  • Analyze client financial systems and identify gaps that can be addressed using D365 F&O.

• Customization & Integration:

  • Customize D365 F&O functionality to meet specific financial needs.
  • Work with the technical team to ensure smooth integration of D365 F&O with other systems.

• Data Migration:

  • Assist in data migration activities from legacy systems to D365 F&O.
  • Ensure financial data is properly mapped and validated during the migration process.

• Training & Support:

  • Provide training and documentation to end-users on finance modules of D365 F&O.
  • Offer ongoing support and troubleshooting for financial processes within D365 F&O.

• Testing:

  • Conduct unit and user acceptance testing (UAT) to ensure the system works as expected.
  • Develop test scripts and ensure testing covers all relevant financial scenarios.

• Project Management:

  • Collaborate with project managers to ensure project timelines, milestones, and budgets are met.
  • Provide regular project status updates to stakeholders.

Skills & Qualifications 

• Education: Bachelor’s degree in Accounting, Finance, Information Systems, Business, or a related field.
• Experience:
  • 3-5 years of experience in finance roles (accounting, financial management) and ERP implementations.
  • Proven experience working with Microsoft Dynamics 365 Finance and Operations or other similar ERP systems.
• Technical Skills:
  • Solid understanding of financial accounting principles (e.g., IFRS, GAAP) and how they apply to D365 F&O.
  • Proficiency in the D365 F&O Finance module and related processes (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, etc.).
  • Experience with system integrations and data migration processes in ERP environments.
  • Familiarity with the D365 F&O user interface, reporting tools, and customization options.

• Certifications: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate (or similar).
• Industry Knowledge: Experience in sectors such as manufacturing, retail, distribution, or public sector is a plus.
• Soft Skills:
  • Excellent communication and interpersonal skills.
  • Strong problem-solving abilities and attention to detail.
  • Ability to work independently and as part of a team.