F&O Pre-Sales Solutions Architect, Finance

HSO

• $110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Proven experience with Dynamics 365 Finance & Operations (F&O)
  • Deep knowledge of finance processes including GL, AP, AR, and reporting
  • Strong understanding of the Microsoft ecosystem (Azure, Power Platform)
  • Excellent communication and presentation abilities
  • Capability to translate technical concepts into business value
  • Experience conducting workshops and delivering executive presentations
  • Strong collaboration skills as a team player
  • Experience in mentoring and guiding team members

Responsibilities

  • Design and build finance-focused demonstration frameworks for D365
  • Incorporate industry-specific finance scenarios into demonstrations
  • Promote innovations in finance like AI and automation
  • Collaborate with service line leaders to align presales with delivery
  • Craft compelling finance transformation narratives for clients
  • Deliver tailored customer demonstrations of D365 F&O
  • Assist with scoping, proposals, and estimating work
  • Provide high-level design guidance for finance solutions
  • Lead discovery and envisioning workshops with clients
  • Mentor and guide presales and consulting team members

Benefits

  • Opportunities for professional development and growth
  • Access to cutting-edge technology and tools
  • Collaboration with industry experts and thought leaders
  • Engagement in innovative financial transformation projects
  • Supportive work environment fostering teamwork and mentorship
Full Job Description
Role introduction

As a D365 Finance & Operations (F&O) Presales Solutions Architect - Finance, you will play a critical role in shaping HSO Canada's go-to-market strategy and driving customer success through innovative ERP and financial transformation solutions. This role blends deep functional expertise in finance with strategic thinking and strong communication skills to deliver compelling presales engagements that inspire customers to modernize their finance operations on the Microsoft platform.

You will act as a trusted advisor to clients and Microsoft stakeholders, helping organizations reimagine their finance function through Dynamics 365, AI, analytics, and automation.

Key Responsibilities
  • Develop Demonstration Frameworks: Design and build finance-focused demos covering GL, AP/AR, budgeting, FP&A, project accounting, and reporting.
  • Expand Industry Perspectives: Incorporate industry-specific finance scenarios and regulatory requirements into demos.
  • Evangelize Innovation: Promote Copilot, AI, and automation capabilities in finance transformation.
  • Support Delivery Teams: Collaborate with service line leaders to align presales and delivery solutions.
  • Presales Storytelling: Craft compelling finance transformation narratives aligned to customer goals.
  • Customer Demonstrations: Deliver tailored demos showcasing D365 F&O value.
  • Opportunity Support: Assist with scoping, proposals, and estimates.
  • Solution Architecture: Provide high-level finance solution design guidance.
  • Facilitate Workshops: Lead discovery and envisioning sessions.
  • Mentorship: Mentor presales and consulting team members.

Qualifications
  • Proven experience with Dynamics 365 F&O (Finance)
  • Deep knowledge of finance processes (GL, AP, AR, reporting)
  • Strong Microsoft ecosystem understanding (Azure, Power Platform)
  • Excellent communication and presentation skills
  • Ability to translate technical concepts into business value
  • Experience with workshops and executive presentations
  • Strong collaboration skills
  • Experience mentoring team members

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