Sr. D365 Finance Functional Consultant

North America (Cranbury, NJ/Pittsburgh, PA/Tampa, FL/Toronto, ON)

8+ Years

Role Overview:

As a Dynamics 365 Finance Functional Consultant reporting to the solution architect you will initially work on the D365 implementation and system processes for Finance modules/functions in Dynamics 365. This role will be the liaison between the business team members and the technical d365 team and will eventually post Go-Live support the continued operations of D365 by eliciting, understanding and documenting requirements (BRDs), facilitating and documenting system design and procedures, testing new and existing functionality, documenting issues, executing test cases and preparing procedures (SOPs) and training material.


  • Act as functional lead and subject matter expert on MS Dynamics 365 finance functionality (AR, AP, Cash and Bank Management, General Ledger, Budgeting, Fixed Assets, Credit and Collections, Commissions, Project Management & Tax Setups).
  • Gather and document business requirements and/or use cases through a variety of techniques (e.g. work sessions, demo and interviews).
  • Define and document system requirements utilizing process flows, uses cases and other methods.
  • Document the functional design of the business requirements.
  • Be able to do all configurations in D365 for Dynamics 365 Finance modules.
  • Be able to work with configure multiple legal entities and inter-company transactions.
  • Develop the required deliverables for finance and ops business processes for systemic change (functional designs, test cases, training materials, SOPs).
  • Train users on new software and procedures.
  • Work with PMs and follow process and project methodology, ensuring proper implementation and adoption.


Skill set requirements:

To perform this job successfully, an individual must be able to perform each essential duty listed below. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • 5 - 8+ years of experience with Microsoft Dynamics AX/D365 as an implementation consultant.
  • At-least 2 Full life cycle implementations of Dynamics 365 Finance.
  • Experience with Microsoft Dynamics 365 for Finance and Operations Implementation, in AR, AP, Cash and Bank Management, General Ledger, Budgeting, Fixed Assets, Credit and Collections, Commissions, Project Management & Tax Setups.
  • Experience working with Azure DevOps.
  • Experience in creating integration design documents with AR, AP & GL, Tax Modules, using any iPaaS platform, to send and receive finance transaction documents, like Invoices, Payments, Customer Statements, Bank Transactions.
  • Self-motivated and ability to perform duties under minimal supervision.
  • Ability to write reports, business correspondence, SOPs, and procedure manuals, conduct user training sessions.
  • Relevant certification in Dynamics 365 would be plus.
  • This is a full-time position and will require up to 25-30% travel.


About the company:

Visionet | HQ – Cranbury, NJ

Visionet is a tech forward software solution & services firm that innovates to help customers transform their operations and customer engagement, and grow their global businesses. We deliver digital transformation, enterprise automation, Cloud, Data and AI services, with our strategic partners through a holistic transformation approach. For over 2 decades, Visionet has driven digital transformation for more than 350 clients with its multicultural pool of tech innovators and cutting-edge cloud technologies and accelerators. We serve Fortune 2000 companies & operates in South Asia & North Americas with a 7000+ global workforce. We have engineered high-performance, cost-effective products & solutions for some of the world’s best-known companies in banking, insurance, retail, consumer goods, supply chain, distribution, manufacturing, and other industries. We continuously aspire & excel at delivering value and exceeding customer expectations.

At Visionet, we are committed to creating a diverse and inclusive workplace that reflects the communities we serve. We believe in providing equal opportunities for all, regardless of race, gender, religion, age, or sexual orientation.

If you are looking for a dynamic and challenging work environment, where you can grow your skills, collaborate with talented colleagues, and make a real difference, and you meet the requirements above and are excited about the opportunity, we encourage you to apply for this position.

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Sr. D365 Finance Functional Consultant

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Disclaimer: Visionet & its group companies are an equal opportunity employer that are committed to diversity and inclusion in the workplace. We do not tolerate discrimination or harassment of any kinds based on race, color, sex, religion, sexual orientation, national origin, disability, or any other protected characteristic as outlined by the laws or regulations in the locations where we operate. All hiring decisions are made based on our company’s needs. Visionet has adopted clear global anti-harassment policies and anti-discrimination policies and ensures all representing Visionet adhere.

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