Lead Functional Consultant – D365 Finance & Project Management Accounting

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

o Plan & lead structured workshops with Finance Directors, Controllers, Project Heads, and Finance Ops teams to gather and prioritize business needs.

o Challenge assumptions, uncover core pain points, and steer discussions toward standard D365 capabilities.

• Fit-Gap & Solution Definition

o Perform detailed fit-gap analysis and drive functional decisions that minimize unnecessary customizations.

o Own the creation of functional specs, process flows, test scenarios, and configuration strategy.

• Project Delivery Leadership

o Collaborate with technical teams, data leads, and integration partners to ensure execution matches design.

o Support CRPs, UAT, training, cutover, and go-live readiness.

• Stakeholder Management

o Serve as the functional SME and single point of contact for all Finance and PMA design decisions.

o Present solution trade-offs and impact assessments clearly to business and IT leadership.

• Team Mentorship & Governance

o Guide and mentor functional consultants, review deliverables, and ensure alignment with solution blueprint and delivery milestones.

• Reporting & Compliance Enablement

o Ensure solution design supports financial reporting, statutory compliance, project performance KPIs, and audit workflows.

o 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