Lead Functional Consultant

Role Overview

We are looking for a Lead Functional Consultant / Solution Architect with deep expertise in Dynamics 365 F&O Finance and Project Management & Accounting (PMA). You will own the solutioning, delivery governance, and client engagement across complex, project-driven organizations. 

This role demands a hands-on leader who brings financial acumen, product (Dynamics 365 & ecosystem) clarity, and data-backed conviction, with a clear bias toward product-standard, scalable solutions and a business-aligned mindset. 

A background in finance (B.Com, M.Com, or CA) is essential, along with strong practical awareness of global finance industry trends, domain best practices & compliance.

Key Responsibilities

• End-to-End Functional Architecture
  • Own solution design across Finance and PMA modules, ensuring traceability to business goals, compliance standards, and system scalability.
  • Align configurations to support key financial structures—multi-entity, multi-currency, and project-based accounting.
• Client Engagement & Discovery
  • Plan & lead structured workshops with Finance Directors, Controllers, Project Heads, and Finance Ops teams to gather and prioritize business needs.
  • Challenge assumptions, uncover core pain points, and steer discussions toward standard D365 capabilities.
• Fit-Gap & Solution Definition
  • Perform detailed fit-gap analysis and drive functional decisions that minimize unnecessary customizations.
  • Own the creation of functional specs, process flows, test scenarios, and configuration strategy.
• Project Delivery Leadership
  • Collaborate with technical teams, data leads, and integration partners to ensure execution matches design.
  • Support CRPs, UAT, training, cutover, and go-live readiness.
• Stakeholder Management
  • Serve as the functional SME and single point of contact for all Finance and PMA design decisions.
  • Present solution trade-offs and impact assessments clearly to business and IT leadership.
• Team Mentorship & Governance
  • Guide and mentor functional consultants, review deliverables, and ensure alignment with solution blueprint and delivery milestones.
• Reporting & Compliance Enablement
  • Ensure solution design supports financial reporting, statutory compliance, project performance KPIs, and audit workflows.
  • Provide inputs for Management Reporter, Power BI dashboards, and regulatory submissions.

Core Requirements

• Advanced English communication skills.
• 10–12 years of experience as core finance member in Microsoft Dynamics AX (2009/2012) and D365 F&O with at least 3–4 full-cycle implementations in Dynamics 365 Finance and Project Management & Accounting (PMA) area.
• Educational background in finance (B.Com, M.Com, or Chartered Accountant) with strong conceptual grounding in accounting and financial processes.
• Deep hands-on expertise in:
  • Finance: GL, AR/AP, Fixed Assets, Cash & Bank, Financial Dimensions, Period Close, Budgeting, Consolidation and other key periodic activities
  • PMA: Project setup, contracts, WBS, cost tracking, on-account/milestone billing, revenue recognition, forecasting
• Strong grasp of accounting standards (e.g., IFRS, GAAP) and project billing models (time & material, fixed fee, milestone-based).
• Experience with multi-entity rollouts, financial consolidations, and localization requirements.
• Strong documentation, stakeholder-facing communication, and solution articulation skills.
• Proven ability to lead functional workstreams, influence design choices, and manage cross-functional dependencies.
• Practical exposure to reporting tools (Power BI, Advance excel etc) and data structures required for both operational and financial reporting.
• Preferably experience in project-heavy industries such as professional services
• Familiarity with Power BI, Azure DevOps, LCS, and Excel-based integrations