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Role Purpose
Lead the Finance workstream across Microsoft Dynamics 365 Finance & Operations programmes, combining Finance SME expertise, solution ownership, and delivery leadership to drive high‑quality, standardised, and business‑aligned solutions. Acts as a trusted advisor to clients and a senior leader within the practice.
Key Accountabilities
- Finance Solution Leadership
Own the end-to-end Finance solution across D365 F&O programmes
Translate business requirements into scalable, standardised solutions aligned to Microsoft best practice
Lead Finance design decisions and contribute to Design Authority / Architecture governance
Champion adoption of out-of-the-box functionality over customisation
- Programme Delivery
Accountable for Finance workstream delivery across scope, quality, timeline, and budget
Lead key activities: Fit-Gap, functional design, configuration, testing, data migration, and training
Identify and manage delivery and functional risks, ensuring proactive mitigation and escalation
Collaborate across multi-disciplinary, onshore/offshore teams to deliver integrated outcomes
- Client Engagement & Pre-sales
Act as primary Finance contact for senior client stakeholders
Lead workshops, solution walkthroughs, and demonstrations
Support and drive pre-sales, including estimation, solution shaping, and proposals
Provide Finance transformation advisory, including process optimisation and solution selection
- People & Practice Leadership
Mentor and develop Managers and Consultants
Drive capability development, including emerging areas (AI, RPA, Power Platform)
Contribute to reusable assets, methodologies, and knowledge development
Support training and adoption initiatives for both internal teams and clients
Core Skills & Knowledge
Functional Expertise
Strong experience across D365 Finance modules (GL, Fixed Assets, Cash & Bank, Budgeting, Tax)
Deep understanding of end-to-end finance processes (R2R, P2P, O2C, A2D)
Ability to define business process maps and translate into system solutions
Technical & Delivery Awareness
High-level understanding of D365 architecture and ecosystem (e.g. integrations, data, Azure DevOps)
Experience delivering multiple end-to-end D365 implementations
Consulting & Leadership Skills
Strong stakeholder management and influencing capabilities
Excellent presentation, workshop facilitation, and demonstration skills
Proven ability to lead distributed teams and complex programmes
Effective in risk management, decision-making, and escalation handling
Qualifications
Degree in Finance, Accounting, Business, or IT-related field
Professional accounting qualification (ACA, ACCA, CIMA, CPA) preferred
Microsoft D365 Finance certification desirable
Personal Attributes
Self-driven, operates with autonomy and accountability
Strong attention to detail and commitment to quality
Collaborative and adaptable, with experience working across global teams
Comfortable working in fast-paced, client-facing environments
Success Measures
Successful delivery of Finance workstreams on time, budget, and quality
High client satisfaction and trusted advisor status
Increased adoption of standard D365 capabilities
Contribution to practice growth, capability building, and talent development
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