Dynamics 365 Finance Consultant

Compunnel Inc.; San Diego (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading consulting firm in California is seeking an experienced Dynamics 365 Finance & Operations Finance Consultant to spearhead full lifecycle implementations and optimize financial modules. The role demands over 8 years of D365 experience and strong functional skills in finance and reporting. The ideal candidate will conduct requirements workshops, translate business needs into solutions, and support data migration and user training. Candidates with Microsoft certifications are preferred.

Qualifications

• 8+ years of experience with Microsoft Dynamics 365 Finance & Operations.
• Strong functional expertise in finance, cash and bank, accounts payable, and financial reporting.
• Proven experience in solution consulting roles.

Responsibilities

• Lead full lifecycle implementations of D365 Finance.
• Conduct requirements gathering workshops.
• Design scalable finance solutions aligned with best practices.

Skills

ERP implementation methodologies

Solution consulting

Microsoft Dynamics 365 Finance & Operations

Functional design

Client workshops

Communication skills

Tools

Power Platform

Azure integrations

Job description

Job Summary

We are seeking an experienced Dynamics 365 Finance & Operations Finance Consultant to lead and support end-to-end implementations, solution design, and optimization of core financial modules. The ideal candidate will have deep functional expertise in General Ledger, Cash & Bank Management, Accounts Payable (AP), Accounts Receivable (AR), and Financial Reporting, with strong business process knowledge and hands‑on D365 F&O experience.

Key Responsibilities

• Lead full lifecycle implementations of D365 Finance (analysis, design, configuration, testing, deployment, and support).
• Conduct requirements gathering workshops and translate business needs into functional designs.
• Design scalable and compliant finance solutions aligned with best practices.
• Configure and optimize financial modules within D365 F&O.
• Develop functional design documents (FDDs) and support technical design discussions.
• Support data migration, integration design, and cutover planning.
• Participate in UAT, training, and post‑go‑live support.

Required Qualifications

• 8+ years of experience with Microsoft Dynamics 365 Finance & Operations.
• Strong functional expertise in one or more areas: Finance, Cash and Bank, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Reporting – VAT, Tax.
• Proven experience in solution consulting, or functional consulting roles.
• Strong understanding of ERP implementation methodologies.
• Experience conducting client workshops and delivering product demonstrations.
• Excellent written and verbal communication skills.
• Ability to translate business requirements into scalable solutions.

Preferred Qualifications

• Microsoft certifications in Dynamics 365 Finance & Operations - MB310.
• Experience working in multiple industries.
• Understanding of Power Platform, Azure integrations, and ISV solutions.
• Familiarity with data migration and integration strategies.