Key Responsibilities

• Gather, analyze, and document business requirements through client meetings, stakeholder interviews, and requirement workshops.
• Conduct business process analysis and Fit-Gap assessments to identify process improvements and recommend appropriate D365 F&O solutions.
• Configure and support D365 F&O Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting, Cash and Bank Management, and Taxation.
• Support project management, inventory, and costing processes where they intersect with finance requirements.
• Prepare Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), Functional Design Documents (FDDs), functional specifications, and user manuals.
• Translate business requirements into functional specifications and coordinate with technical teams for development, integrations, and issue resolution.
• Prepare and execute System Integration Testing (SIT) and User Acceptance Testing (UAT) scenarios and support defect resolution.
• Support data migration, financial data validation, reconciliation, and go-live activities.
• Assess change requests and conduct functional impact analysis to determine their effect on existing processes and configurations.
• Deliver end-user training, prepare process documentation, and support user adoption.
• Provide post-go-live functional support and resolve finance-related application issues.
• Maintain regular communication with clients and internal stakeholders throughout the project lifecycle.
• Identify opportunities to improve financial controls, reporting, operational efficiency, and business processes.

Technical Competency

• Dynamics 365 F&O Finance: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting, Cash and Bank Management, and Taxation.
• Financial Processes: General accounting, journal processing, financial closing, reconciliations, accounts management, and financial controls.
• Functional Configuration: Finance module setup, business rules, financial dimensions, workflows, and related configurations.
• Business Analysis: Requirement gathering, Fit-Gap analysis, process mapping, gap assessment, and solution recommendations.
• Functional Documentation: BRDs, FRDs, FDDs, functional specifications, process flows, and user manuals.
• Testing & Validation: SIT, UAT, test case preparation, defect tracking, data validation, and reconciliation.
• Data & Integration: Data migration, data quality, and understanding of integrations across D365 F&O modules.
• Client Engagement: Requirement workshops, stakeholder communication, end-user training, and functional support.

Qualifications

• Bachelor's or master's degree in Commerce, Finance, Accounting, Business Administration, or a related field; CA or CA Inter qualification is also suitable.
• 4+ years of hands-on experience in Microsoft Dynamics AX/D365 F&O Finance Functional consulting.
• Strong understanding of D365 F&O Finance modules and accounting processes.
• Experience with requirement gathering, Fit-Gap analysis, configuration, and functional documentation.
• Hands-on experience supporting SIT, UAT, implementations, data migration, and production support.
• Experience working directly with clients and conducting requirement workshops.
• Understanding of integration points across D365 F&O Finance and related modules.
• Strong analytical, problem-solving, communication, and stakeholder management skills.
• Ability to manage multiple requirements and coordinate effectively with technical and functional teams.

Preferred / Nice to Have

• Microsoft Dynamics 365 Finance certification or other relevant Microsoft certifications.
• Knowledge of Indian GST, statutory requirements, and India localization.
• CA, CA Inter, or other relevant professional finance qualifications.
• Experience with financial reporting, budgeting, costing, and financial process optimization.
• Familiarity with Agile/Scrum project delivery and change management practices.