D365 Finance Optimization Lead — AI & Copilot

Crowe; Indianapolis (IN); On-site; USD 103,000 - 211,000; Full time

Job summary

Crowe specializes in Microsoft Dynamics 365 Finance optimizations and post-go-live improvements. We are seeking an experienced consultant to lead live environment assessments, roadmap-driven enhancements, and value realization for finance teams.

You will drive adoption, coordinate with client leadership, and shape our managed-services approach while advancing your career in a collaborative, remote-first culture with periodic on-site visits.

Qualifications

• Bachelor's degree required.
• 4+ years of hands-on D365 Finance experience, including work on live production environments.
• D365 certifications in Finance or related modules; CPA, CMA, or CFA.
• Proven track record closing the gap between designed capability and actual usage.
• Strong functional expertise across core finance modules (GL, AP, AR, FA, Cash/Bank, Reporting).
• Ability to lead enhancement and optimization roadmaps, translate business pain points into scoped improvements, and guide teams through execution.
• Excellent communication skills with experience engaging C-suite and director-level stakeholders.

Responsibilities

• Assess live D365 Finance environments to identify underused features, configuration drift, and gaps between designed process and actual usage — then build a prioritized roadmap to close them.
• Advise finance and operations leaders on how to realize more value from their existing D365 investment, including new capability delivered through Microsoft's ongoing release waves.
• Lead functional enhancements, feature optimization, data integrity remediation, and user experience improvements that drive adoption and measurable ROI.
• Own the enhancement backlog: triage change requests, scope and sequence the roadmap, and guide delivery teams through design, testing, and release with minimal disruption to live operations.
• Distinguish "fix it" issues from "improve it" opportunities, and route each to the right team and cadence.
• Identify opportunities to apply agentic AI and Copilot-driven automation to back-office finance processes — AP/invoice matching, collections, reconciliations, close tasks.
• Participate in quality reviews and steer engagement teams through assessment, enhancement, and release phases.
• Contribute to Crowe's optimization methodologies, accelerators, and best practices; mentor team members; and help grow our post-go-live offering.
• Engage in team-building and internal initiatives, leveraging non-client time for personal development and practice enhancement.

Skills

D365 Finance

Client relationships

Stakeholder communication

Backlog management

AI/Copilot workflows

Education

Bachelor's degree

Tools

D365 ERP

Microsoft Copilot

Business Intelligence

Job description

Crowe specializes in Microsoft Dynamics 365 Finance optimizations and post-go-live improvements. We are seeking an experienced consultant to lead live environment assessments, roadmap-driven enhancements, and value realization for finance teams.

You will drive adoption, coordinate with client leadership, and shape our managed-services approach while advancing your career in a collaborative, remote-first culture with periodic on-site visits.