What are the responsibilities and job description for the MS 365 dynamics Financial consultant position at Business Intelli Solutions Inc?
Dynamics 365 Finance Consultant (Functional Consultant only not technical)
Location: Austin, TX (Onsite/Hybrid)
Experience: 12 Years
About the Role
We are seeking an experienced Microsoft Dynamics 365 Finance Consultant with 12 years of experience in ERP implementation, finance transformation, and business process optimization. The ideal candidate will have deep expertise in D365 Finance and strong experience working with manufacturing, distribution, retail, wholesale, supply chain, and inventory-driven organizations.
The consultant will work closely with business stakeholders, finance teams, operations teams, and technology partners to drive end-to-end D365 Finance implementations, process improvements, integrations, and support initiatives.
Key Responsibilities
Lead D365 Finance implementation, enhancement, upgrade, and support engagements.
Gather business requirements and translate them into scalable D365 Finance solutions.
Configure and optimize Finance modules including:
General Ledger (GL)
Accounts Payable (AP)
Accounts Receivable (AR)
Fixed Assets
Cash & Bank Management
Budgeting and Forecasting
Cost Accounting
Financial Reporting
Collaborate with Supply Chain, Procurement, Inventory, Warehouse, and Operations teams to ensure seamless financial integration.
Support month-end and year-end financial close processes.
Design and implement Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R) processes.
Participate in solution design workshops and business process re-engineering initiatives.
Develop functional design documents and support technical teams during development.
Define data migration strategy and validate migrated financial data.
Coordinate SIT, UAT, and production deployment activities.
Drive adoption of best practices and standard D365 capabilities.
Provide leadership and mentorship to junior consultants and business users.
Work with executive stakeholders to align ERP solutions with business goals.
Required Skills & Experience
12 years of ERP consulting experience with strong Microsoft Dynamics expertise.
5 years of hands-on experience in Microsoft Dynamics 365 Finance.
Strong knowledge of:
General Ledger
Accounts Payable
Accounts Receivable
Fixed Assets
Cash & Bank Management
Budgeting
Cost Accounting
Financial Consolidation
Experience integrating Finance with:
Supply Chain Management
Inventory Management
Procurement & Sourcing
Warehouse Management
Manufacturing Operations
Strong understanding of financial controls, audit requirements, and compliance processes.
Experience with data migration, testing, training, and deployment activities.
Ability to conduct solution workshops and stakeholder discussions independently.
Strong analytical and problem-solving skills.
Excellent communication and client-facing skills.
Preferred Experience
Experience in furniture, retail, wholesale distribution, manufacturing, consumer products, or eCommerce domains. These environments typically involve extensive inventory management, warehousing, sourcing, procurement, and financial operations.
Experience with multi-company and multi-entity financial environments.
Experience with Power Platform (Power BI, Power Automate).
Knowledge of Azure integrations and data platforms.
Experience with third-party logistics (3PL), warehouse, and inventory management integrations.
Understanding of demand planning, product lifecycle, and supply chain finance processes.
Certifications (Preferred)
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
Microsoft Dynamics 365 Finance & Operations Certifications
Accounting or Finance-related certifications (CPA, CMA, ACCA) are a plus
Soft Skills
Strong stakeholder management skills
Executive-level communication and presentation abilities
Ability to lead workshops and influence business decisions
Strong consulting mindset with focus on business outcomes
Ability to work in a fast-paced, collaborative environment
Nice to Have
D365 Finance and Operations (F&O)
Power BI Reporting
Electronic Reporting (ER)
Azure DevOps
RSAT Testing
Data Management Framework (DMF)
Dual-write integration
ISV solution integrations
This role is ideal for a senior D365 Finance professional who can bridge business and technology, drive finance transformation initiatives, and support complex operations across procurement, inventory, warehousing, and financial management functions.
Location: Austin, TX (Onsite/Hybrid)
Experience: 12 Years
About the Role
We are seeking an experienced Microsoft Dynamics 365 Finance Consultant with 12 years of experience in ERP implementation, finance transformation, and business process optimization. The ideal candidate will have deep expertise in D365 Finance and strong experience working with manufacturing, distribution, retail, wholesale, supply chain, and inventory-driven organizations.
The consultant will work closely with business stakeholders, finance teams, operations teams, and technology partners to drive end-to-end D365 Finance implementations, process improvements, integrations, and support initiatives.
Key Responsibilities
Lead D365 Finance implementation, enhancement, upgrade, and support engagements.
Gather business requirements and translate them into scalable D365 Finance solutions.
Configure and optimize Finance modules including:
General Ledger (GL)
Accounts Payable (AP)
Accounts Receivable (AR)
Fixed Assets
Cash & Bank Management
Budgeting and Forecasting
Cost Accounting
Financial Reporting
Collaborate with Supply Chain, Procurement, Inventory, Warehouse, and Operations teams to ensure seamless financial integration.
Support month-end and year-end financial close processes.
Design and implement Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R) processes.
Participate in solution design workshops and business process re-engineering initiatives.
Develop functional design documents and support technical teams during development.
Define data migration strategy and validate migrated financial data.
Coordinate SIT, UAT, and production deployment activities.
Drive adoption of best practices and standard D365 capabilities.
Provide leadership and mentorship to junior consultants and business users.
Work with executive stakeholders to align ERP solutions with business goals.
Required Skills & Experience
12 years of ERP consulting experience with strong Microsoft Dynamics expertise.
5 years of hands-on experience in Microsoft Dynamics 365 Finance.
Strong knowledge of:
General Ledger
Accounts Payable
Accounts Receivable
Fixed Assets
Cash & Bank Management
Budgeting
Cost Accounting
Financial Consolidation
Experience integrating Finance with:
Supply Chain Management
Inventory Management
Procurement & Sourcing
Warehouse Management
Manufacturing Operations
Strong understanding of financial controls, audit requirements, and compliance processes.
Experience with data migration, testing, training, and deployment activities.
Ability to conduct solution workshops and stakeholder discussions independently.
Strong analytical and problem-solving skills.
Excellent communication and client-facing skills.
Preferred Experience
Experience in furniture, retail, wholesale distribution, manufacturing, consumer products, or eCommerce domains. These environments typically involve extensive inventory management, warehousing, sourcing, procurement, and financial operations.
Experience with multi-company and multi-entity financial environments.
Experience with Power Platform (Power BI, Power Automate).
Knowledge of Azure integrations and data platforms.
Experience with third-party logistics (3PL), warehouse, and inventory management integrations.
Understanding of demand planning, product lifecycle, and supply chain finance processes.
Certifications (Preferred)
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
Microsoft Dynamics 365 Finance & Operations Certifications
Accounting or Finance-related certifications (CPA, CMA, ACCA) are a plus
Soft Skills
Strong stakeholder management skills
Executive-level communication and presentation abilities
Ability to lead workshops and influence business decisions
Strong consulting mindset with focus on business outcomes
Ability to work in a fast-paced, collaborative environment
Nice to Have
D365 Finance and Operations (F&O)
Power BI Reporting
Electronic Reporting (ER)
Azure DevOps
RSAT Testing
Data Management Framework (DMF)
Dual-write integration
ISV solution integrations
This role is ideal for a senior D365 Finance professional who can bridge business and technology, drive finance transformation initiatives, and support complex operations across procurement, inventory, warehousing, and financial management functions.