Lead the configuration, implementation, and optimization of core Microsoft Dynamics 365 Finance modules, including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), and Fixed Assets.
Manage the setup and configuration of Legal Entities, Charts of Accounts, Financial Dimensions, and financial structures based on business requirements.
Configure and oversee Tax Engines, Currency Exchange, and multi-currency requirements for multinational clients.
Ensure financial module configurations align with business processes, accounting standards, and regulatory requirements.
2. Data Migration & Reporting
Lead financial data migration activities using the Data Management Framework (DIXF), ensuring data accuracy, integrity, and successful migration from legacy systems to D365.
Design, develop, and maintain financial reports using Financial Reporting (Management Reporter) and Power BI.
Define reporting requirements and oversee the development of SSRS reports for business documents, including invoices, packing slips, and other financial documents.
Validate migrated financial data and reporting outputs to ensure accuracy and consistency across financial modules.
3. Business Analysis & Testing
Lead Fit-Gap Analysis workshops to evaluate business requirements against standard D365 functionality and recommend appropriate solutions.
Develop and maintain Functional Design Documents (FDDs) for customizations, integrations, and extensions, working closely with technical development teams.
Lead and execute System Integration Testing (SIT) and oversee User Acceptance Testing (UAT), ensuring solutions meet business requirements.
Identify, troubleshoot, and resolve complex functional issues across finance modules.
Ensure financial processes operate accurately, including period-end and year-end closing activities, reconciliation, and balancing of financial books.
4. Stakeholder Management & Project Leadership
Act as the primary functional point of contact for finance stakeholders, translating business requirements into effective D365 solutions.
Provide functional guidance and mentorship to junior consultants and team members.
Lead functional discussions with clients, manage expectations, and communicate project progress, risks, and recommendations.
Collaborate with technical teams, project managers, and business stakeholders to ensure successful end-to-end implementation and delivery.
Requirements
Bachelor’s degree in Accounting, Finance, Economics, or Information Technology, with a strong preference for candidates with an accounting or finance background.
Extensive hands-on experience implementing and configuring Microsoft Dynamics 365 Finance & Operations (D365 F&O).
Strong knowledge of Microsoft Dynamics AX and Dynamics 365 Finance & Operations, with prior exposure to other ERP systems such as SAP or Oracle considered an advantage.
Proven experience working with Microsoft Dynamics Lifecycle Services (LCS) and Azure DevOps for project management, tracking, documentation, and issue management.
In-depth understanding of financial processes, accounting principles, and ERP implementation methodologies.
Proven experience in full-cycle D365 F&O implementations, including configuration, data migration, testing, and post-go-live support.
Ability to independently analyze complex business requirements and translate them into effective functional solutions.