clients OnActuate

Senior Finance Consultant - Microsoft D365


🇺🇸 USA Only

Job Type






Skill Set


Management and Finance

Job Details

Company Description

What we offer:

Our people-first policies define who we are as an organization. We offer a flexible and remote work environment, employer-paid benefits, and competitive time-off and pay. We actively encourage professional development and career growth in each team member. If you like challenging and varied work in a supportive team environment, then we invite you to apply. We are proud to be certified by Great Place to Work (TM) Canada.

Who we are:

OnActuate is a Global Information Technology and Consulting Firm. We are a gold-certified partner for Microsoft Dynamics as a Cloud Solution Provider (CSP) and value-added reseller in the U.S., Canada, India, Latam and Singapore. We have experience in implementing full-stack Microsoft solutions such as Microsoft Dynamics 365, Power Platform, SharePoint, Azure Services, and related technologies across the globe. Our project implementation services are complemented by our advisory consulting and direct support services.

Currently in our 9th year of providing Dynamics ERP and CRM solutions, OnActuate has specific tailored solutions for organizations in Public Sector, Retail, Manufacturing & Distribution, and Financial Services to help them achieve rapid growth and solve their unique business challenges.

Job Description

OnActuate is looking for a full-time Microsoft Dynamics 365 Senior Finance Senior Consultant to work in partnership with our clients, advising on how Microsoft Dynamics 365 (D365) will help them meet their business objectives.

In this role, you will work with our clients and collaborate with developers and project managers to define requirements, critically evaluate information, and develop requirements specifications in order to deliver a successful implementation. You will have the ability to weigh the trade-offs between usability and performance needs to ensure our clients are getting the best value. Your ability to build relationships, communicate effectively, and follow up with clients will ensure continued success.

Remote. Candidate can be based anywhere in the United States. Travel may be required.

Key responsibilities include, but are not limited to:

  • Collaborate with clients to determine functional business requirements and design documents for custom D365 requirements
  • Participate in pre-sales activities and RFP responses as requested
  • Demonstrate D365 to prospects and customers including preparation and requirements gathering prior to presentation
  • Work closely with software developers, project managers, and systems testers to translate business requirements into successful technical deliveries
  • Translate functional business requirements into a D365 application configuration design
  • Configure and test D365 module configurations to ensure delivered solutions fully satisfy client’s functional requirements
  • Identify business processes, roles within those processes, and develop workflow diagrams with multiple swim lanes using Microsoft Visio or other industry standard tools
  • Identify business/project risk and mitigate or communicate, as necessary
  • Test and ensure the stability of the OnActuate public sector suite of solutions
  • Provide clear and articulate documentation for all phases of the D365 implementation lifecycle
  • Train clients on the use of D365 and any add-on software implemented by company
  • Guide and support clients with User Acceptance testing solutions
  • Conduct peer reviews for D365 application configuration design and adherence to best practices, standards, procedures, and methodologies
  • Provide analysis and follow-up of Applications Support Service Desk items to ensure problems are resolved and bottlenecks reported to company management
  • Maintain productive and successful client relationships, continually exceeding customer expectations
  • Mentor junior team members

  • 7+ years of applicable experience
  • Certified in D365 Finance & Operations
  • Working experience in the Finance, and Trade and Logistics modules
  • Experience in pre-sales activities, implementations, configurations, design, gap fit and other ERP rollout functions
  • Effective business analysis skills in understanding client needs and delivering appropriate solutions
  • Accounting/Finance certification is an asset
  • Must have participated in 3+ end-to-end Microsoft Dynamics AX ERP or D365 Finance & Operations implementations
  • Working experience of integrations with third party applications
  • Knowledge of LCS and its tool to manage the D365F&Sc environments.
  • Knowledge of Azure DevOps to maintain the version control and deployment of the package from one environment to another
  • Working knowledge of Incident Management, Change Management, and Release Management
  • Able to understand ERP system tables enough to write simple to moderately complex SQL for performing database queries

Additional Information

Why work at OnActuate:

  • Inclusive, people-first environment
  • Collaborative, team-based approach to meeting our client's needs
  • 100% Employer-paid benefits
  • Competitive time-off policies
  • Ongoing professional development
  • Remote work with flexibility and true work-life balance