Demo

Dynamics 365 Finance and Operations Consultant

OmniForce Solutions
Houston, TX Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025

Our client operates at the crossroads of energy and home services, fueled by the vision of a smarter, cleaner future. Committed to developing groundbreaking solutions, they aim to streamline their customers’ lives by providing energy, protection, and smart services for their homes and businesses.


A D365 F&O Functional Consultant is a professional who analyzes business requirements, designs and configures solutions within the Microsoft Dynamics 365 Finance and Operations (F&O) platform, ensuring optimal implementation to meet our business needs by focusing on functional aspects like finance, operations and supply chain, including gathering requirements, process mapping, configuration, testing, user training, and post-go-live support.


  • Design and document functional solutions within D365 F&O, including configuration of modules like General Ledger, Accounts Payable/Receivable, Inventory Management, Sales, Procurement, and Project Management
  • Prepare and conduct business process analysis
  • Prepare and conduct business requirements workshops
  • Functional design document (FDD) development
  • Define and evaluate functional and non-functional requirements
  • Create development design specifications
  • Set up application, system configurations for, and conduct, Fit Gap Analysis.
  • Conduct functional, data acceptance and process testing.
  • Develop test plans, execute functional and user acceptance testing, and identify and resolve issue
  • Functional installation, configuration, and user acceptance testing
  • Key user training, go-live support, and post go-live process improvement
  • Provide knowledge and experience to the support team for the solution
  • Go-live support and resolution of any issues.
  • Providing FinOps demonstrations
  • Guiding Project Managers and keeping them informed
  • Designing bespoke FinOps solutions


Required skills and qualifications

  • Bachelor’s degree in Information Systems or Computer Science preferred or equivalent work experience required
  • Min 3 years’ experience as a functional consultant in Microsoft Dynamics
  • Min 4 years’ experience as a Functional Consultant in Dynamics AX 2012
  • 2 full implementation cycles
  • Advising on complex D365 business cases and proposing solutions based on D365, 3rd parties and customizations.
  • Conducting business process analysis and creating detailed process flows using a diagramming tool such as Visio
  • Conducting fit and gap analysis using fit and gap analysis templates.
  • Strong background knowledge of Finance modules (eg Budgeting, Cash and bank management, Consolidations, Expense management, Fixed assets, General ledger, etc.)
  • Create training materials and deliver comprehensive training sessions to end users on the implemented D365 F&O functionalities.
  • Previous experience implementing Dynamics finance modules in a multi-company environment
  • Experience using the Data Management Framework.
  • Good documentation, communication, and presentation skills
  • Creating functional requirements documents and presenting them to Stakeholders, Business Leads and Subject Matter Experts for signoff
  • Providing key inputs during design, migrating data from external systems, conducting and supporting solution testing, building test cases, assisting with functional, system and user acceptance testing, and conducting and supporting user and administrator training


Preferred skills and qualifications

  • Dynamics 365 certifications
  • Understanding of integrations and third-party solutions
  • Knowledge of Related Microsoft technologies such as PowerBI, Azure Logic Apps, Azure Data Lake, Power Platform and Microsoft SQL
  • An understanding of the broader Microsoft stack and be able to leverage it to create powerful solutions (PowerApps, Common Data Services) and working in fast paced Agile environments.

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