Lead Functional Consultant – D365 Finance & Project Management Accounting

Keste; Canada; On-site; CAD 120,000 - 150,000; Full time

Job summary

A leading technology firm in Canada is looking for a Lead Functional Consultant with expertise in Dynamics 365 Finance and Project Management & Accounting. This role requires at least 10 years of experience in finance, including several full-cycle implementations of D365. A strong educational background along with practical knowledge of global financial standards and reporting tools such as Power BI is essential. The candidate should be a hands-on leader who can effectively mentor teams and manage stakeholder engagement.

Qualifications

• 10+ years of experience as a core finance team member working with Dynamics AX and D365F&SC.
• Proven ability to lead functional workstreams and manage cross-functional dependencies.
• Strong grasp of accounting standards (IFRS, GAAP) and project billing models.

Responsibilities

• Plan and lead workshops to gather business needs.
• Perform detailed fit-gap analysis and drive functional decisions.
• Collaborate with technical teams to ensure execution matches design.
• Serve as the functional SME for all design decisions.
• Guide and mentor functional consultants to ensure alignment with delivery milestones.

Skills

Finance: GL, AR/AP, Fixed Assets, Cash & Bank

Project Management Accounting (PMA)

Stakeholder-facing communication

Solution articulation

Education

Bachelor’s degree in Finance

CPA designation preferred

Tools

Power BI

Excel

Azure DevOps

Job description

We are looking for a Lead Functional Consultant with deep expertise in Dynamics 365 F&SC Finance and Project Management & Accounting (PMA). You will own the solutioning, delivery governance, and client engagement across complex, project-driven organizations.

This role demands a hands-on leader who brings financial acumen, product (Dynamics 365 & ecosystem) clarity, and data-backed conviction, with a clear bias toward product-standard, scalable solutions and a business-aligned mindset.

A strong educational background in finance is essential, complemented by practical knowledge of global industry trends, best practices, and regulatory compliance.

Key Responsibilities

• Client Engagement & Discovery
  • Plan & lead structured workshops with Finance Directors, Controllers, Project Heads, and Finance Ops teams to gather and prioritize business needs.
  • Challenge assumptions, uncover core pain points, and steer discussions toward standard D365 capabilities.
• Fit-Gap & Solution Definition
  • Perform detailed fit-gap analysis and drive functional decisions that minimize unnecessary customizations.
  • Own the creation of functional specs, process flows, test scenarios, and configuration strategy.
• Project Delivery Leadership
  • Collaborate with technical teams, data leads, and integration partners to ensure execution matches design.
  • Support CRPs, UAT, training, cutover, and go-live readiness.
• Stakeholder Management
  • Serve as the functional SME and single point of contact for all Finance and PMA design decisions.
  • Present solution trade-offs and impact assessments clearly to business and IT leadership.
• Team Mentorship & Governance
  • Guide and mentor functional consultants, review deliverables, and ensure alignment with solution blueprint and delivery milestones.
• Reporting & Compliance Enablement
  • Ensure solution design supports financial reporting, statutory compliance, project performance KPIs, and audit workflows.
  • Provide inputs for Management Reporter, Power BI dashboards, and regulatory submissions.

Core Requirements

• 10+ years of experience as a core finance team member working with Dynamics AX 2009/ AX 2012 and D365F&SC, including at least 3 full-cycle implementations in D365F&SC Finance and Project Management & Accounting (PMA) modules.
• Deep hands-on expertise in:
  • Finance: GL, AR/AP, Fixed Assets, Cash & Bank, Financial Dimensions, Period Close, Budgeting, Consolidation and other key periodic activities
  • PMA: Project setup, contracts, WBS, cost tracking, on-account/milestone billing, revenue recognition, forecasting
• Strong grasp of accounting standards (e.g., IFRS, GAAP) and project billing models (time & material, fixed fee, milestone-based).
• Experience with multi-entity rollouts, financial consolidations, and localization requirements.
• Strong documentation, stakeholder-facing communication, and solution articulation skills.
• Proven ability to lead functional workstreams, influence design choices, and manage cross-functional dependencies.
• Bachelor’s degree in Finance with a solid foundation in accounting principles and financial processes; CPA designation preferred.
• Practical exposure to reporting tools (Power BI, Advance excel etc) and data structures required for both operational and financial reporting.
• Preferably experience in project-heavy industries such as professional services
• Familiarity with Power BI, Azure DevOps, LCS, and Excel-based integrations