Lead D365 F&O Finance Consultant

HSO

$120K — $150K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Supply Chain, Information Systems, or a related field
  • 5+ years of hands-on delivery experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O)
  • Deep functional experience across Finance modules including General Ledger and Accounts Payable
  • Ownership of functional workstreams or solution areas within D365 F&O implementations
  • Strong understanding of core financial business processes like record-to-report and procure-to-pay
  • Demonstrated ability to gather requirements and translate them into functional designs
  • Willingness to travel as needed to support client engagements

Responsibilities

  • Lead functional workstreams in D365 F&O implementations, ensuring solution quality and alignment
  • Drive Business Process Analysis, facilitating workshops and translating outcomes into designs
  • Evaluate business requirements against system capabilities for Fit/Gap decisions
  • Own and drive functional design decisions across your workstream
  • Manage configuration accuracy across Finance modules ensuring business alignment
  • Translate complex business processes into functional designs for execution
  • Lead client-facing discussions, guiding stakeholders toward decisions

Benefits

  • Generous paid time off
  • Flexible and affordable benefits including medical, dental & vision coverage
  • Flexible spending accounts and health reimbursement account
  • 401(k) plan with company match
  • Collaborative team environment with enthusiastic colleagues
Full Job Description
Role introduction

As a D365 F&O Lead Functional Consultant , you can expect to...
  • Lead functional workstreams within Microsoft Dynamics 365 Finance & Operations implementations, with accountability for delivery outcomes, solution quality, and alignment to overall project objectives, owning defined solution areas while aligning to broader architectural direction
  • Drive Business Process Analysis efforts for your domain, facilitating workshops, guiding discussions, and translating outcomes into structured functional designs
  • Shape Fit/Gap decisions by evaluating business requirements against system capabilities, recommending solution approaches, and progressing decisions in the absence of complete information while identifying where architectural guidance is required
  • Own and drive functional design decisions within your workstream, ensuring solutions are scalable, consistent, and aligned with overall project standards and long-term system behavior, ensuring solutions are scalable, consistent, and aligned with overall project standards and long-term system behavior
  • Configure and oversee configuration across Finance modules (e.g., General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank), ensuring accuracy and alignment to business requirements
  • Translate complex business processes into clear functional designs and configuration strategies that can be executed by delivery teams
  • Coordinate across workstreams to manage dependencies, ensuring functional decisions align with integrations, data flows, and downstream system impacts
  • Drive alignment within and across workstreams by identifying dependencies and escalating broader design conflicts, helping HSO maintain consistency in end-to-end solution behavior
  • Contribute to broader solution design discussions by providing functional input on process transformation, data structures, and system behavior
  • Identify and proactively manage risks related to functional design, data integrity, and process alignment within your domain
  • Guide testing strategy for your workstream, ensuring validation aligns with business requirements and supports end-to-end solution integrity
  • Support data migration activities by ensuring functional accuracy in mapping, transformation logic, validation, and reconciliation
  • Lead client-facing discussions within your domain, providing clear recommendations, guiding stakeholders toward decisions, and navigating complex conversations with confidence
  • Review and provide guidance on deliverables produced by junior consultants, reinforcing quality, consistency, and alignment to standards while leveraging team members effectively
  • Support estimation and solutioning for defined workstreams, aligning scope, complexity, and delivery approach
  • Progressively take on broader solution ownership, expanding beyond initial workstream responsibilities while increasing independence in functional design decisions

You're great at...
  • Taking ownership of functional solution areas and driving them forward with increasing independence
  • Operating effectively in complex, fast-paced consulting environments, balancing hands-on delivery with lead expectations while maintaining momentum despite ambiguity
  • Connecting business processes to system capabilities and understanding how decisions impact upstream and downstream solution components
  • Facilitating structured discussions that move stakeholders from requirements to decisions, even in ambiguous or evolving environments
  • Balancing speed and quality by making thoughtful progress while maintaining alignment to standards and long-term solution integrity
  • Navigating ambiguity by forming recommendations, validating assumptions, and knowing when to escalate broader design considerations
  • Managing dependencies across workstreams and ensuring your area integrates cleanly into the broader solution
  • Communicating effectively across business and technical audiences, translating complexity into clear, actionable direction
  • Identifying risks early and addressing them before they impact delivery timelines or solution quality
  • Supporting and mentoring junior team members by delegating effectively, providing guidance, and improving overall team output
  • Operating with accountability and ownership, ensuring commitments are met and outcomes are delivered even within broader project constraints
  • Strengthening consistency through structured documentation, attention to detail, and repeatable approaches
  • Understanding how functional decisions contribute to overall solution success and client business outcomes
  • Promoting the mission and Shared Values of our company

Sound interesting? If so, you'll have...
  • Bachelor's degree in Accounting, Finance, Supply Chain, Information Systems, or a related field
  • 5+ years of hands-on delivery experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O) in complex implementation environments
  • Deep functional experience across Finance modules such as General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets, and Financial Reporting
  • Ownership of functional workstreams or defined solution areas within D365 F&O implementations, with accountability for delivery outcomes
  • Strong understanding of core financial business processes, including record-to-report, procure-to-pay, and order-to-cash
  • Demonstrated ability to facilitate workshops, gather requirements, and translate business needs into structured functional designs
  • Exposure to Fit/Gap analysis, configuration strategy, testing, and data migration across multiple phases of the project lifecycle
  • Comfort operating within Microsoft partner or consulting delivery models, including structured methodologies and cross-functional team collaboration
  • Confidence engaging in client-facing environments, contributing to solution discussions and guiding stakeholders toward decisions
  • Working knowledge of the broader Microsoft ecosystem, including Power Platform, integrations, and Azure-based services
  • Strong analytical, communication, and problem-solving capabilities, with the ability to manage multiple priorities in fast-paced environments
  • Consistent ownership of work and follow-through on commitments within defined areas of responsibility
  • Microsoft Dynamics 365 Finance certifications preferred
  • Functional experience with the PMA (Project Management & Accounting) module preferred, but not required
  • Willingness to travel as needed to support client engagements

The Perks

We offer competitive pay with and performance-based bonus . Our employees also enjoy generous paid time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you'll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment.

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