Job Summary

The Senior ERP Finance Consultant leads the design, implementation, and ongoing support of Finance modules within Microsoft Dynamics 365 Finance & Operations (D365 F&O). This role sits at the intersection of deep accounting expertise and ERP delivery – requiring the ability to translate complex financial business requirements into scalable, best-practice D365 solutions. The successful candidate will own Finance workstreams end-to-end, from requirements workshops through go-live and post-implementation support, working closely with technical consultants, solution architects, and client stakeholders across financial services and fintech environments.

Job Objectives

· Lead end-to-end Finance workstream delivery on D365 F&O implementations, ensuring solutions are designed to Microsoft best practices and meet client business requirements.

· Translate complex financial and accounting processes into scalable D365 F&O configurations that improve efficiency, accuracy, and compliance for the client.

· Drive high-quality project outcomes by owning data migration, testing, training, and go-live activities within the Finance modules.

· Act as the primary Finance functional authority on projects – bridging the gap between business stakeholders and the technical delivery team.

· Build internal capability by mentoring junior consultants and contributing to the practice’s methodology and knowledge base.

Job Responsibilities

ERP Implementation and Delivery

· Lead Finance workstreams across full lifecycle D365 F&O implementations, from initial scoping through go-live and hypercare.

· Conduct Fit-Gap workshops with client stakeholders to identify business requirements, document gaps, and propose best-practice D365 solutions.

· Prepare and maintain Functional Design Documents (FDDs), configuration workbooks, test scripts, and all required project documentation.

· Lead financial data migration planning and execution, including data cleansing, mapping, validation, and reconciliation activities.

· Manage System Integration Testing (SIT) and User Acceptance Testing (UAT), ensuring Finance module functionality meets agreed requirements before go-live.

· Deliver end-user training programs and support change management activities to ensure smooth adoption of the new ERP solution.

Finance Module Configuration

· Configure and implement all core Finance modules in D365 F&O, including General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets, Project Accounting, Budgeting, Cost Accounting, Credit & Collections, and Financial Reporting.

· Design and configure financial dimensions, account structures, posting profiles, chart of accounts, and period close processes aligned with client requirements.

· Set up intercompany accounting, consolidation, allocations, and multi-currency configurations where required.

· Configure D365 workflows, approval hierarchies, and automation rules within Finance modules to streamline client processes.

· Support Electronic Reporting (ER) configuration and Financial Reporting (Management Reporter) setup for client-specific reporting needs.

Compliance, Localization and Integration

· Support localization requirements, VAT and tax compliance, e-Invoicing setup, and regulatory reporting configurations within D365 F&O.

· Collaborate with technical consultants on integration design, customization requirements, and reporting specifications – providing clear functional direction.

· Ensure all Finance solutions comply with IFRS standards and the client’s internal financial policies and controls.

· Advise clients on best practices for period-end close, audit readiness, and financial control frameworks within D365.

Stakeholder Management and Team Leadership

· Serve as the primary Finance functional point of contact for client stakeholders throughout the project lifecycle.

· Present solution designs, project progress, and go-live readiness to senior client and internal stakeholders clearly and confidently.

· Mentor junior functional consultants, guiding D365 Finance configuration, documentation standards, and delivery best practices.

· Provide reliable post-go-live functional support, triaging issues, coordinating fixes, and ensuring client satisfaction after implementation.

Job Requirements

Educational Qualification

· Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

Licenses & Certifications

· Professional accounting certification (CPA, CMA, ACCA, or equivalent) is preferred. Microsoft Dynamics 365 Finance Functional Consultant Associate certification is preferred.

Previous Work Experience

· 8+ years of hands-on Microsoft Dynamics 365 F&O experience with a strong focus on Finance module delivery. Experience leading at least 10 full lifecycle D365 F&O Finance implementations. Strong working knowledge of IFRS and financial best practices. Experience in financial services, insurance, or fintech environments is a strong advantage.

Skills and Abilities

· Deep expertise across all D365 F&O Finance modules: General Ledger, AP, AR, Cash & Bank, Fixed Assets, Budgeting, Project Accounting, Cost Accounting, Credit & Collections, and Financial Reporting.

· Strong command of financial dimensions, account structures, posting profiles, allocations, consolidation, intercompany accounting, and period-end / year-end close processes.

· Proficiency in financial data migration, Data Management Framework (DMF), Electronic Reporting (ER), workflow configuration, security, and Management Reporter.

· Experience integrating Finance with Procurement, Sales, Inventory, Projects, and Fixed Assets modules within D365.

· Advanced Microsoft Excel skills for financial analysis, data validation, and reporting.

· Power BI for financial analytics and management dashboards.

· Strong accounting and analytical thinking with the ability to challenge and improve client financial processes.

· Excellent communication and stakeholder management skills – able to lead workshops, manage expectations, and present to senior audiences.

· Strong documentation and presentation skills with experience preparing FDDs, configuration guides, and training materials.

· Ability to mentor junior consultants and deliver high-quality outcomes under project timelines and budget constraints.