Lead D365 F&O Finance Consultant

HSO; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Performance bonus

Unlimited PTO

Medical coverage

Dental & vision

Flexible spending accounts

Health reimbursement account

401(k) plan

Job summary

HSO is seeking a D365 F&O Lead Functional Consultant to drive delivery across complex Finance & Operations implementations in the United States. You will own functional workstreams, align solutions with architecture, and guide stakeholders through decision points.

You will run BPA workshops, perform Fit/Gap analyses, design scalable processes, and supervise configuration of General Ledger, AP, AR, FA, and Cash & Bank. Travel to client sites will be required.

Qualifications

• Hands-on delivery experience with D365 F&O in complex environments.
• Experience owning functional workstreams within D365 F&O implementations.
• Strong ability to translate requirements into functional designs.
• Experience with Fit/Gap analysis and data migration support.
• Willingness to travel to client sites.

Responsibilities

• Lead functional workstreams within D365 F&O implementations, owning delivery outcomes and alignment with project objectives.
• Facilitate BPA workshops and translate business requirements into structured functional designs.
• Lead Fit/Gap analyses and guide architectural decisions.
• Configure and oversee Finance modules (GL, AP, AR, FA, Cash & Bank).
• Collaborate across workstreams to manage dependencies and data flows.
• Guide testing and data migration activities, ensuring end-to-end process integrity.
• Lead client discussions and provide recommendations to stakeholders.
• Review deliverables from junior consultants and contribute to estimates and solutioning.

Skills

Ownership of functional areas

Workshop facilitation

Requirements gathering

Fit/Gap analysis

Stakeholder communication

Coaching junior consultants

Solution architecture alignment

Education

Bachelor’s degree in accounting/finance/information systems

Tools

D365 F&O

Power Platform

Azure

Job description

As a D365 F&O Lead Functional Consultant, you can expect to…

• Lead functional workstreams within Microsoft Dynamics 365 Finance & Operations implementations, owning delivery outcomes, solution quality, and alignment with overall project objectives while ensuring consistency with broader solution architecture.
• Facilitate Business Process Analysis (BPA) workshops, guide stakeholder discussions, and translate business requirements into structured functional designs and scalable solution approaches.
• Lead Fit/Gap analysis activities, evaluating business needs against system capabilities, recommending solution strategies, and progressing decisions while identifying areas requiring architectural guidance.
• Drive functional design decisions within your assigned domain, ensuring solutions are scalable, maintainable, and aligned to long‑term business and system objectives.
• Configure and oversee configuration of Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, and related financial processes.
• Collaborate across workstreams to manage dependencies, align integrations, support data flows, and minimize downstream impacts to the overall solution.
• Contribute to broader solution design discussions by providing expertise on process transformation, data structures, system behavior, and business process optimization.
• Identify and proactively manage risks related to functional design, process alignment, and data integrity, helping maintain project quality and delivery momentum.
• Guide testing and validation activities within your workstream, ensuring solutions meet business requirements and support end‑to‑end process integrity.
• Support data migration efforts through functional validation, mapping reviews, transformation logic assessment, reconciliation, and issue resolution.
• Lead client-facing discussions, provide recommendations, facilitate decision‑making, and communicate complex concepts clearly to business and technical stakeholders.
• Review deliverables produced by junior consultants, providing coaching, direction, and quality oversight while contributing to estimates, solutioning activities, and broader project success.

You’re great at…

• Taking ownership of functional solution areas and driving successful outcomes with increasing independence and accountability.
• Operating effectively in complex consulting environments while balancing hands‑on delivery responsibilities with leadership expectations.
• Connecting business processes to system capabilities and understanding the impact of decisions across the broader solution landscape.
• Facilitating workshops and structured discussions that move stakeholders from requirements to actionable decisions, even in ambiguous environments.
• Balancing speed and quality while maintaining alignment to standards, governance, and long‑term solution integrity.
• Managing dependencies across workstreams and ensuring your solution area integrates seamlessly with related business and technical components.
• Communicating effectively with both business and technical audiences, translating complexity into clear direction and recommendations.
• Identifying risks early and proactively addressing issues before they affect project timelines, quality, or outcomes.
• Coaching and mentoring junior team members through effective guidance, delegation, and knowledge sharing.
• Maintaining strong ownership, accountability, attention to detail, and commitment to delivering high‑quality results.
• Understanding how functional decisions contribute to overall project success, client value, and business outcomes.
• Promoting the mission and Shared Values of our company.

Sound interesting? If so, you’ll have…

• Bachelor’s degree in Accounting, Finance, Supply Chain, Information Systems, or a related field.
• 5+ years of hands‑on delivery experience with Microsoft Dynamics 365 Finance & Operations in complex implementation environments.
• Deep functional expertise across Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets, and Financial Reporting.
• Experience owning functional workstreams or defined solution areas within D365 F&O implementations, with accountability for successful delivery outcomes.
• Strong understanding of core financial business processes, including record‑to‑report, procure‑to‑pay, and order‑to‑cash.
• Demonstrated experience facilitating workshops, gathering requirements, conducting Fit/Gap analysis, and translating business requirements into structured functional designs.
• Experience supporting configuration strategy, testing, and data migration activities throughout multiple phases of the project lifecycle.
• Experience working within Microsoft partner or consulting delivery environments and collaborating across cross‑functional project teams.
• Confidence engaging directly with clients, contributing to solution discussions, and guiding stakeholders toward decisions.
• Working knowledge of the Microsoft ecosystem, including Power Platform, integrations, and Azure‑based services.
• Strong analytical, communication, problem‑solving, and organizational skills with the ability to manage multiple priorities in a fast‑paced environment.
• Microsoft Dynamics 365 Finance certifications preferred.
• Functional experience with the Project Management & Accounting (PMA) module preferred, but not required.
• Willingness to travel as needed to support client engagements.

The Perks

• We offer competitive pay with a performance‑based bonus.
• Unlimited paid time off.
• Medical coverage.
• Dental & vision coverage.
• Flexible spending accounts.
• Health reimbursement account.
• 401(k) plan with a company match.

HSO is an Equal Opportunity Employer.