JOB DESCRIPTION:
Role
Senior Finance Functional Consultant – D365 F&O
Practice / Stream
Finance (full functional ownership)
Experience
8–12 years in ERP, with deep hands-on D365 F&O Finance delivery
Track Record
4+ full-cycle ERP implementations delivered, rapid-implementation approach
Location
Bangalore (hybrid) – with domestic & international travel as projects require
Engagement
Owns the finance workstream of a project single-handedly, end-to-end
Reports to
Delivery Head / Practice Lead
About this role
This is not a seat on a large bench of consultants. We are looking for a senior finance consultant who can take a project's entire finance scope onto their own shoulders and deliver it — from the first requirement workshop through to a stable go-live and the support that follows.
You will be the single point of ownership for Finance on your projects. That means you personally run requirement gathering, design the solution, configure the system, drive testing, train the users, lead cutover and go-live, and stand behind the result. You will work shoulder-to-shoulder with the Supply Chain and Technical teams, and you will be the face of the finance solution in front of the customer.
What sets this role apart
We deliver fast. You should be comfortable running lean, rapid implementations — making confident design decisions, applying proven Microsoft and industry-standard patterns, and driving a project to go-live without needing a layer of people underneath you to get the work done.
1 What you will own, end to end
On every engagement, you carry the full finance delivery lifecycle yourself:
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Requirement gathering — run discovery and process workshops with the customer; capture, challenge and shape requirements into a clear finance solution design.
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Fit-gap & solution design — map business processes to D365 capability, recommend best-practice finance processes, and document the design.
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Configuration & build — configure the full finance footprint yourself; specify any RICEFW items needed and hand clean requirements to the technical team.
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Testing — build and execute test scenarios across unit, CRP, SIT and UAT; own defect triage and resolution for the finance scope.
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Training — prepare materials and train key users and the customer finance team to operate the solution confidently.
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Cutover & Go-Live — plan and run data migration, opening balances, reconciliation and the finance cutover; lead go-live and hypercare/stabilisation.
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Documentation — produce the artefacts that make the delivery defensible — FRD/FDD, fit-gap, configuration workbooks, test scripts, training guides and cutover plans.
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Delivery ownership — own scope, timeline, risks and quality for the finance stream, and keep the customer and project leadership informed.
2 Core finance modules — hands-on ownership
You must be able to design, configure and deliver the following modules yourself, to production-grade quality:
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General Ledger — chart of accounts, financial dimensions, ledger setup, multi-entity, multi-currency, period close
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Accounts Payable and Accounts Receivable — vendor/customer setup, invoicing, payments, settlement and posting profiles
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Cash & Bank Management — bank setup, reconciliation, payment formats and cash-flow control
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Fixed Assets — asset books, depreciation, acquisition/disposal and integration with the GL
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Credit & Collections — credit limits, ageing, collections process and customer follow-up
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Management Reporter / Financial Reporting — reporting trees, statutory and management report design
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Electronic Reporting (ER) — configuring and adapting ER formats for statutory and regulatory output
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Taxation — the D365 tax engine end-to-end: indirect tax (GST/VAT), withholding tax and country-specific tax treatments
3 Financial setup across operational modules
Finance does not stop at the finance modules. You own the financial and accounting setup that sits behind the operational streams, working closely with the SCM team on the boundary:
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Sales / Order-to-Cash — posting profiles, revenue and receivable postings, customer accounting.
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Procurement / Procure-to-Pay — vendor posting, purchase accounting, accruals and invoice matching.
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Production Control — manufacturing postings, WIP, variances and production accounting.
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Landed Cost — cost components, apportionment and the resulting inventory and financial impact.
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Inventory Management — inventory posting setup, costing methods (FIFO / Standard / Weighted Average) and inventory close.
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Project Management & Accounting — project cost and revenue postings, WIP, and project financial control.
4 Cross-functional collaboration
You will not work in isolation — you will work in full collaboration across the project teams:
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Supply Chain (SCM) team — partner closely on the finance-to-operations boundary so that sales, procurement, production, inventory and projects all post correctly and reconcile.
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Technical team — translate finance requirements into clear specifications for customisations, integrations and reports (RICEFW); review designs and validate that the build meets the requirement.
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Integrations — define finance-side requirements for banks, payment providers, tax/e-invoicing portals, Power BI and third-party systems.
5 Localisation experience
You should be comfortable delivering across multiple geographies. We expect genuine, hands-on familiarity with at least 4–5 localisations, including:
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India (GST, TDS/TCS, e-invoicing, statutory reporting)
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United States (sales & use tax, 1099, US GAAP considerations)
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Europe (VAT, EU reporting, intrastat, country statutory formats)
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Australia / New Zealand (GST, BAS/GST reporting and local statutory requirements)
6 Customer-facing expectations
You are the finance solution in the customer's eyes. We expect you to:
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Engage CFOs, Finance Controllers, Finance Managers and key users with confidence and credibility
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Lead workshops, walkthroughs, training and steering updates clearly and professionally
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Set expectations honestly, manage scope conversations, and drive issues to closure
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Build trust so the customer is confident the finance stream is in safe hands
7 Must-have qualifications
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4+ full-cycle ERP implementations delivered, with hands-on finance ownership on each.
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Rapid-implementation delivery — a track record of taking finance to go-live efficiently, applying proven patterns rather than reinventing each time.
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Deep D365 F&O Finance expertise across all the core modules listed above, configured personally and in production.
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Multi-entity, multi-currency, multi-tax delivery experience across at least 4–5 localisations.
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Strong grasp of accounting and finance fundamentals and statutory/compliance requirements — not just the software.
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Independent delivery — able to own and deliver a finance workstream single-handedly, with minimal supervision.
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Excellent communication and a structured, problem-solving, customer-first approach.
8 Good to have
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Power BI for finance reporting
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Exposure to consolidation, intercompany, revenue recognition or lease/IFRS 15/16 accounting
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Familiarity with implementation methodologies (Sure Step / LCS / Agile) and tooling (LCS, Azure DevOps, RSAT)
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Experience with upgrades, rollouts and post go-live assessments
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Relevant Microsoft certifications (e.g. MB-310, MB-300)
