Microsoft Dynamics 365 Finance & Operations

Senior Finance Consultant

ERP/Finance consulting experience USA and India experience, but MUST HAVE some experience in the US. 5+ years D365 F&O/AX finance modules experience D365 Finance Configuration: ledgers, journals, dimensions, tax engines, budgeting

This senior role drives end-to-end finance transformations using Microsoft Dynamics 365 Finance & Operations (F&O), focusing on GL, AP/AR, fixed assets, cash management, and reporting for multi-entity organizations across USA and India time zones. Consultants bridge business needs with system capabilities, delivering high-value financial processes through configuration, workshops, and stakeholder alignment.

Key Responsibilities

• Conduct finance process workshops to gather requirements, perform fit-gap analysis, and design solutions for GL setup, multi-currency, intercompany transactions, and consolidations compliant with US and Indian statutory rules.
• Configure and test core Finance modules: General Ledger, Accounts Payable/Receivable, Fixed Assets, Budget Control, Cash & Bank Management, and Project Accounting, optimizing for automation and audit trails.
• Lead data migration for financial master data (CoA, vendors, customers) and historical transactions using Data Management Framework, including validation and reconciliation.
• Define financial reporting structures, including financial dimensions, SSRS/Power BI reports, and electronic reporting for US 1099, Indian TDS/TCS, and GST filings.
• Collaborate with technical teams on integrations (e.g., banking APIs, treasury systems) and customizations, ensuring adherence to best practices and minimal technical debt.
• Provide user training, UAT support, cutover planning, and hypercare for finance go-lives, resolving issues in real-time across global teams.
• Support pre-sales with finance demos, RFI/RFP responses, and effort estimates tailored to USA/India client needs.
• Mentor junior consultants and drive continuous improvement through process reengineering and D365 release updates.

Required Experience

• 8-10 years in ERP/finance consulting, with 5+ years hands-on in D365 F&O / AX Finance modules across 3+ full lifecycle implementations.
• Proven USA/India project exposure, including localization for GST, TDS, US tax reporting, and multi-company consolidations.
• Experience in Agile delivery, onshore-offshore models, and finance process optimization (e.g., procure-to-pay, order-to-cash).

Skills and Qualifications

• Bachelor’s/Master’s in Finance, Accounting, or Business; CA, CPA, or MBA (Finance) preferred; Microsoft certifications (MB-310, MB-300) a plus
• Deep expertise in D365 Finance configuration: ledgers, journals, dimensions, tax engines, budgeting, and intercompany.
• Strong analytical skills for gap analysis, process mapping (Visio), and financial close optimization.
• Excellent communication for C-suite workshops and documentation across USA/India stakeholders.

Behavioral Competencies

• Proactive problem-solver with business acumen to recommend out-of-box solutions over custom code.
• Collaborative team player adept at global delivery and change management.