D365 Finance Functional Consultant

Finance Systems Implementation Lead – Microsoft Dynamics 365 Finance

The Finance Systems Implementation Lead will drive the rollout and adoption of Microsoft Dynamics 365 Finance across multiple manufacturing plants, sales offices, and business entities. This role serves as the critical bridge between Finance and IT, translating business requirements into effective system solutions and becoming the internal subject matter expert for D365 Finance, reporting, and analytics. Over time, the position is expected to evolve into a global reporting and analytics-focused role, providing high visibility and direct exposure to leadership and key decision-makers.

Responsibilities

• Lead and support ongoing Microsoft Dynamics 365 Finance implementation projects and future rollouts across additional business entities.
• Act as a liaison between Accounting, Finance, Operations, and IT teams to ensure alignment of system capabilities with business needs.
• Assess current financial policies and procedures and determine how they should be structured within D365 based on global, legal, and local business requirements.
• Gather, document, and manage business and system requirements, translating them into practical configuration and process solutions in D365 Finance.
• Work closely with finance, accounting, operations, IT, and external implementation partners to evaluate how system changes impact workflow, reporting, and data.
• Recommend process improvements and system solutions that support business objectives and enhance financial controls and efficiency.
• Assist with configuration, testing, troubleshooting, and continuous process improvement within D365 Finance, including GL, AP, and AR modules.
• Identify key users to assist with data migration and system transition activities, and coordinate their involvement throughout the project.
• Validate financial data and ensure balances reconcile appropriately during conversion from legacy systems to D365 Finance.
• Determine appropriate accounting treatment for cash balances, balance sheet accounts, and other financial transactions within D365.
• Research and resolve system design issues and implementation challenges, escalating and collaborating with technical resources as needed.
• Develop and track project plans, milestones, implementation schedules, and deliverables to keep initiatives on time and within scope.
• Monitor functional, schedule, and project risks throughout implementation and proactively recommend mitigation strategies.
• Communicate project status, risks, and implementation updates clearly and regularly to stakeholders and leadership.
• Identify reporting requirements and partner with project teams to develop financial reports, dashboards, and analytics solutions within D365 and related tools.
• Support AP, AR, and GL workflows, ensuring processes align with business requirements and best practices in financial reporting and month-end close.
• Participate in system testing, including user acceptance testing (UAT), to validate functionality and ensure a smooth transition for end users.
• Manage testing and validation activities for finance modules prior to go-live, ensuring data integrity and process readiness.
• Develop training materials, user guides, process documentation, and job aids for finance users.
• Plan and deliver training sessions for finance users in both virtual and in-person settings, tailored to different user groups and skill levels.
• Identify and develop key power users who can support future training, user adoption, and ongoing system enhancements.
• Promote user adoption and champion continuous process improvement initiatives across finance and related functions.
• Maintain up-to-date expertise in D365 Finance functionality, reporting capabilities, workflow automation, and best practices.
• Help identify opportunities to improve reporting, controls, chart of accounts design, and end-to-end financial processes such as procure-to-pay and order-to-cash.
• Provide functional guidance on accounting concepts, journal entry accounting, debits and credits, and month-end close workflows throughout the project lifecycle.
• Collaborate with implementation partners and internal stakeholders to ensure the…