About The Position

We are seeking an experienced Microsoft Dynamics 365 Finance & Operations (D365 F&O) Lead to lead the implementation, configuration, and ongoing optimization of our Dynamics 365 F&O environment. This individual will play a critical role in transitioning financial and operational processes from QuickBooks to Microsoft Dynamics 365 F&O. The ideal candidate has hands-on experience leading ERP implementations, strong functional knowledge of finance and accounting processes, and direct experience with QuickBooks-to-Dynamics migrations. This is an on-site role based in Denver, Colorado, requiring close collaboration with finance, accounting, operations, IT, and executive stakeholders.

Requirements

  • 7+ years of ERP implementation and/or ERP consulting experience.
  • 4+ years of hands-on experience with Microsoft Dynamics 365 Finance & Operations / Dynamics AX.
  • Demonstrated experience serving as a D365 F&O Functional Lead, Solution Lead, or ERP Lead.
  • Direct experience migrating financial systems and processes from QuickBooks to Microsoft Dynamics 365.
  • Strong knowledge of accounting and financial business processes.
  • Hands-on experience with core D365 Finance modules, particularly: General Ledger, Accounts Payable, Accounts Receivable, Cash and Bank Management, Fixed Assets, Financial Reporting.
  • Experience with ERP data migration, including mapping, transformation, validation, and reconciliation.
  • Ability to translate accounting and operational requirements into D365 configurations and solutions.
  • Experience leading requirements workshops, process-mapping sessions, testing, and user training.
  • Strong understanding of ERP implementation methodologies and full implementation lifecycle.
  • Excellent communication and stakeholder-management skills.
  • Ability to work directly with finance executives, accounting teams, business users, developers, and implementation partners.
  • Must be able and willing to work on-site in Denver, CO.

Nice To Haves

  • Microsoft Dynamics 365 Finance certifications.
  • Previous experience leading a QuickBooks-to-D365 F&O greenfield implementation.
  • Experience with Microsoft Power Platform, Power BI, Dataverse, or Azure integrations.
  • Experience with Dynamics 365 data entities and the Data Management Framework (DMF).
  • Knowledge of financial controls, audit requirements, and ERP security best practices.
  • Experience working with multi-entity, multi-company, or rapidly growing organizations.
  • Prior consulting or system integrator experience.
  • CPA, accounting, finance, or related business background is a plus.

Responsibilities

  • Lead the end-to-end implementation and deployment of Microsoft Dynamics 365 Finance & Operations.
  • Own functional design, configuration, testing, deployment, and post-go-live support for D365 F&O.
  • Lead the migration from QuickBooks to Dynamics 365 F&O, including: Chart of Accounts migration and redesign, General Ledger balances, Accounts Payable and Accounts Receivable, Customers and vendors, Fixed assets, Open transactions, Historical financial data, Bank and reconciliation data.
  • Assess existing QuickBooks workflows and translate business requirements into scalable Dynamics 365 processes.
  • Partner with Finance and Accounting leadership to design and optimize: General Ledger, Accounts Payable, Accounts Receivable, Cash and Bank Management, Budgeting, Fixed Assets, Financial Reporting, Intercompany accounting.
  • Facilitate discovery sessions and requirements-gathering workshops with business stakeholders.
  • Identify gaps between current-state QuickBooks processes and future-state D365 F&O capabilities.
  • Develop functional specifications and work closely with technical developers and integration teams.
  • Lead data mapping, cleansing, validation, migration, and reconciliation activities.
  • Manage integrations between Dynamics 365 F&O and other business applications.
  • Develop and execute test plans, including unit testing, system integration testing, and user acceptance testing.
  • Lead user training, documentation, and organizational change-management activities.
  • Troubleshoot functional issues and provide guidance on Dynamics 365 best practices.
  • Serve as the primary liaison between business stakeholders, implementation partners, developers, and IT leadership.
  • Establish D365 governance, security roles, workflows, controls, and operating procedures.
  • Support cutover planning, go-live activities, and stabilization following implementation.
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