Senior Functional Consultant - Dynamics 365 F&O
About The Position
New Charter Technologies is seeking a Senior Functional Consultant – Microsoft Dynamics 365 Finance & Operations (in other companies this person could hold the title of Senior D365 F&O Consultant, Dynamics 365 Finance Functional Lead, ERP Functional Consultant — D365 Finance & Operations), to lead enterprise ERP implementations for complex, multi-entity organizations. In this role, you will lead discovery sessions, solution architecture, and full lifecycle implementations within Microsoft Dynamics 365 Finance & Operations. You will collaborate with executive leadership, finance teams, operations stakeholders, and technical developers to design scalable ERP solutions spanning Financials, Project Accounting, Quote-to-Cash, Procurement, Intercompany, and Consolidations, leveraging Office 365, Power BI, and integrated cloud-based systems. To be successful in this role, you will bring deep functional expertise across core D365 F&O modules and a proven ability to lead fit-gap analysis, system configuration, data migration, Conference Room Pilots (CRPs), and User Acceptance Testing (UAT). You will produce high-quality solution documentation, guide proof-of-concept efforts, support pre-sales engagements, and ensure successful deployment and long-term customer adoption. We understand that great candidates may not meet every requirement listed.
Requirements
- Bachelor’s degree in Information Systems, Finance, Accounting, or related discipline
- 6+ years combined experience with Dynamics AX and D365 Finance & Operations ERP implementations
- Proven experience leading full lifecycle ERP deployments including configuration and data migration
- Strong functional expertise across Financials, Banking, AR/AP, Distribution, Procurement, Fixed Assets, Inventory, Sales & Marketing, Intercompany, Consolidation, and Project Accounting modules
- Experience working across Office 365 environments
- Ability to work effectively with both technical and non-technical stakeholders
Nice To Haves
- Experience with reporting tools such as Power BI, Jet Reporting, Management Reporter, or SSRS
- Experience supporting cloud-based ERP environments
- Microsoft Dynamics certifications related to D365 Finance & Operations
- Experience participating in pre-sales or solution demonstrations
- Strong documentation discipline and executive-level presentation capability
- Commitment to ongoing training and professional certification
Responsibilities
- Lead client discovery workshops and solution design sessions
- Configure and deploy Dynamics 365 Finance & Operations modules
- Maintain Solution Design Documents and project documentation
- Conduct fit-gap analysis and provide Proof of Concept direction
- Create Functional Specifications for system customizations
- Support full data migration including master, historical, and transactional data
- Develop test scripts and lead CRP and UAT sessions
- Create user documentation and deliver end-user training
- Develop financial statements and reporting structures
- Provide ongoing client support and system optimization guidance
- Assist in pre-sales demonstrations and technical solution positioning
Benefits
- Compensation starting at $135,000 depending on experience
- Comprehensive medical, dental, and vision coverage
- 401(k) with company match
- Professional development and certification reimbursement
- Flexible work arrangements
- Growth-oriented, collaborative culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
