Finance Functional Consultant

We are looking for an experienced D365 Finance Functional Consultant with Microsoft Dynamics AX 2012 experience to support implementation, configuration, migration, and support activities across financial management processes. The ideal candidate should have strong functional knowledge of Finance modules in D365 Finance & Operations (D365 F&O) and AX 2012, with the ability to analyze business requirements, configure solutions, resolve functional issues, and collaborate with technical and business teams.
The candidate should have hands-on experience with General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets, Cash and Bank Management, Budgeting, and financial reporting. Experience in AX 2012 implementation, upgrades, data migration, integrations, testing, and production support will be an added advantage.
The role requires excellent analytical, communication, documentation, and problem-solving skills, along with the ability to work independently and contribute to successful ERP implementation and support projects.
Candidates are expected to demonstrate functional expertise across all modules listed below. Proficiency in related submodules and functional areas is a prerequisite.
Finance
15 areas
General Ledger (GL) • Accounts Payable (AP) • Accounts Receivable (AR) • Cash & Bank Management • Fixed Assets • Budgeting & Budget Control • Cost Accounting • Financial Reporting (Management Reporter) • Consolidations & Eliminations • Tax (Sales Tax / VAT / Withholding) • Currency Revaluation & Translation • Expense Management • Electronic Reporting (ER) • Revenue Recognition • Subscription Billing
Accounts Payable (AP)
11 areas
Vendor Invoices & Invoice Journals • Three-Way Matching (PO/Receipt/Invoice) • Payment Journals & Proposals • Vendor Payments & Bank Disbursement • Prepayments & Advance Payments • AP Aging & Vendor Statements • 1099 Reporting (US) • Positive Pay • Vendor Bank Account Management • Continia Document Capture / Invoice Automation • AP Workflows & Approval Flows
Accounts Receivable (AR)
10 areas
Customer Invoicing & Free Text Invoices • Collections Management • Customer Payments & Bank Receipts • Credit Management & Credit Limits • Interest Notes & Collection Letters • AR Aging & Customer Statements • Direct Debit / Electronic Payments • Revenue Recognition (AR side) • Subscription & Recurring Billing • AR Workflows & Approval Flows
Fixed Assets
11 areas
Functional Locations • Assets & Asset Types • Work Orders • Maintenance Plans & Schedules • Preventive Maintenance • Condition Assessment • Spare Parts Procurement • Counters & Measurements • Asset Lifecycle • Maintenance Requests • Warranty Management
Project Management & Accounting
10 areas
Project Contracts & Quotations • Project Budgets & Forecasts • Time & Expense Entry • Resource Scheduling • Project Invoicing • Work Breakdown Structure (WBS) • Revenue Recognition (Projects) • Intercompany Project Transactions • Project Funding Rules • Timesheet Approval Workflows
System Administration & Security
12 areas
User Management & Roles • Security Roles, Duties & Privileges • Role-Based Access Control (RBAC) • Segregation of Duties (SoD) • Audit Log & Database Logging • Feature Management • Lifecycle Services (LCS) • Environment & Deployment Management • License Configuration • Personalisation & Saved Views • Data Management Framework (DMF) • Power Platform Integration
KEY RESPONSIBILITIE
1. Discovery & Solution Design
● Lead structured requirement gathering and fit-gap analysis workshops with US-based client stakeholders across all in-scope F&O modules.
● Produce the Business Blueprint documenting agreed scope, To-Be business processes, and F&O solution design decisions.
● Author detailed Functional Specification Documents (FSDs) per module covering process flows, configuration decisions, business rules, field mappings, and acceptance criteria.
● Present FSDs to client stakeholders and obtain formal written sign-off before build commences.
2. Configuration & Build
● Configure all in-scope F&O modules in line with signed-off FSDs — including Chart of Accounts, posting profiles, tax setup, asset books, project categories, and security roles.
● Configure and customize D365 Finance modules based on business requirements and functional specifications.
● Implement and maintain General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Cash and Bank Management, Fixed Assets, Budgeting, and Financial Reporting.
● Configure financial dimensions, account structures, chart of accounts, posting profiles, number sequences, journals, and financial workflows.
● Set up tax configurations, payment terms, payment methods, vendor and customer posting profiles, and bank reconciliation processes.
● Leverage prior Microsoft Dynamics AX 2012 experience to analyse existing configurations, identify gaps, and support migration to D365 Finance.
● Prepare functional design documents (FDDs), configuration workbooks, and solution documentation.
● Collaborate with technical consultants on extensions, integrations, reports, and data migration requirements.
● Perform unit testing, support system integration testing (SIT) and user acceptance testing (UAT), and resolve configuration-related issues.
● Ensure configuration consistency across legal entities and support end-to-end financial business processes.
● Support deployment, go-live activities, and post-implementation stabilization.
3. AX to D365 F&O Migration
● Map legacy AX configurations and customisations to equivalent D365 F&O capabilities; identify gaps and recommend solutions.
● Guide clients through functional and process changes introduced in the F&O platform compared to AX — ensuring confidence and readiness across business users.
● Validate migrated data accuracy across all modules (master data, open transactions, opening balances, historical records) in the production environment.
4. Testing & UAT
● Author end-to-end UAT test scripts covering all in-scope modules and business processes, with 100% requirement-to-test traceability.
● Facilitate and co-ordinate UAT sessions with business users; manage defect triage, resolution, and retest tracking.
● Obtain formal written UAT sign-off from client stakeholders prior to go-live.

Work arrangement
Yes