Microsoft D365 F&O Finance Lead

3 weeks ago


Mumbai, Maharashtra, India SJ Mobilita Full time

Job Description

Bachelor's/Master's Degree in Accounting or related field, CA can be plus

5+ years of relevant experience as a Microsoft D365 F&O Finance Lead

Travel to client-site when necessary

Experience with SCM is an asset.

Excellent Communication Skills

Microsoft Certified: Dynamics 365 Finance

Roles & Responsibilities

  1. Financial Module Expertise: Being the subject matter expert in Microsoft Dynamics 365 Finance and Operations, with In-depth knowledge of Microsoft Dynamics 365 Finance and its modules, including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Financial Reporting, Bank and Cash Management, Management Reporter/FRx, Project Accounting
  2. Solution Design: Collaborating with business stakeholders and financial teams to design and implement financial solutions in Dynamics 365 that align with the organization's financial and accounting requirements.
  3. Configuration and Customization: Configuring and customizing financial modules within Dynamics 365, including chart of accounts, financial dimensions, ledgers, and other financial elements.
  4. Integration: Ensuring seamless integration between Dynamics 365 Finance and external financial systems, such as banks, payment gateways, and other financial tools.
  5. Reporting and Analytics: Developing and optimizing financial reporting and analytics within Dynamics 365 Finance, including balance sheets, income statements, and financial dashboards.
  6. Compliance and Regulations: Ensuring that financial processes and reporting within Dynamics 365 Finance comply with industry regulations and accounting standards.
  7. Optimization: Identifying opportunities to improve financial processes, enhance efficiency, and reduce operational costs within Dynamics 365 Finance.
  8. Training and Support: Providing training and support to finance consultants' and end-users to ensure they can effectively use Dynamics 365 Finance.
  9. Troubleshooting: Diagnosing and resolving complex financial and accounting issues within the Dynamics 365 system.
  10. Documentation: Maintaining comprehensive documentation of financial processes, configurations, and best practices.
  11. Budget Management: Overseeing budgeting and forecasting processes within Dynamics 365 Finance, and ensuring that the system supports the financial planning needs of the organization.
  12. Vendor Management: Collaborating with vendors and external partners to implement financial solutions and integrations effectively.
  13. Compliance and Security: Ensuring data security and compliance with financial data by implementing proper access controls and data protection measures.
  14. Lead D365 F&O implementations from analysis phase and onward with little supervision from the Functional Solution Architect in a highly visible, client facing role
  15. Define functional requirement and design documents that developers can use for enhancements; Finalize and sign-off on FRD and FDD; Perform unit and system test scripts, and deployment plans
  16. Organize and manage entire training cycle; Train power users and end users on efficient use of the solution, share 'tips and tricks'
  17. Participate in pre-sales activities including proposal development and client presentations.


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