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AI Summary

The consultant will design, configure, and deliver effective Finance and Warehousing solutions on the Microsoft Dynamics 365 platform. They will collaborate with stakeholders and technical teams to translate business needs into functional specifications and support system testing and release readiness.

Dynamics 365 Finance Functional Consultant

At RedSail Technologies, we're advancing pharmacy and healthcare technology through innovative, integrated systems that empower our customers to deliver better outcomes. As we expand our enterprise finance capabilities, we're seeking an experienced Dynamics 365 Finance Functional Consultant to help optimize and extend our financial systems. This role is ideal for a consultant who thrives on solving real-world accounting and business process challenges through hands-on configuration, collaboration, and continuous improvement.

 

Job Summary

The Dynamics 365 Finance Functional Consultant will play a pivotal role within the Agile Enterprise Finance – Business Systems team. You will work closely with internal stakeholders, X++ developers, SQL/SSIS specialists, and offshore CRM integration teams to design, configure, and deliver effective Finance and Warehousing solutions on the Microsoft Dynamics 365 platform. This position requires deep, practical knowledge of enterprise accounting principles and demonstrable experience across core Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, and Project Accounting along with Supply Chain Management in the Operations module.

Key Duties

  • Configure, enhance, and support Dynamics 365 Finance and SCM modules to align with business requirements and accounting best practices.
  • Lead requirements-gathering sessions with Finance and Warehousing stakeholders to translate business needs into clear functional specifications and BRDs.
  • Collaborate with development teams to validate functional designs, integrations, and data mappings between D365 Finance, CRM, and other enterprise systems.
  • Support system testing, UAT, and release readiness activities in partnership with QA and DevOps teams.
  • Apply a strong understanding of financial processes such as month-end close, consolidations, and financial reporting to validate system behavior and ensure data accuracy.
  • Document business processes, functional requirements, configuration changes, and test outcomes with clarity and precision.
  • Provide knowledge transfer and mentoring to team members and business users on Finance module functionality, configuration, and process adoption.
  • Collaborate across disciplines to support solution delivery using Agile methodology and modern ALM practices in Azure DevOps pipelines.
  • Assist with data migration, transformation, and ingestion using tools such as SQL, SSIS, and Power Automate.
  • Participate in solution design reviews, regression testing cycles, and finance workflow automation initiatives using Power Platform components.

Education/Training

  • Bachelor's Degree in Accounting, Finance, Information Systems, or related field; or equivalent professional experience.
  • Microsoft Dynamics 365 Finance Functional Consultant Associate certification (preferred).

Required Work Experience/Skills

  • Extensive, hands-on experience configuring Dynamics 365 Finance (F&O) modules including GL, AP, AR, Budgeting, Fixed Assets, Project Accounting, and Supply Chain Management.
  • Strong understanding of enterprise accounting principles and the ability to translate financial processes into system configuration.
  • Experience working within Agile delivery teams using Azure DevOps for backlog management, testing, and deployment pipelines.
  • Knowledge of Dynamics 365 ALM, LCS, solution deployment, and environment management.
  • Experience with Power Platform tools (Power Automate, Power Apps, Power BI) for workflow automation and reporting.
  • Proficiency in SQL, SSIS, and data transformation/ETL concepts supporting financial integrations (preferred).
  • Excellent written and verbal communication skills with the ability to interact confidently with finance and technology teams.
  • Fluency in English (read, write, and speak); strong oral presentation and documentation abilities (BRD, test scripts, solution notes).
  • Experience with M365, Teams, MS Project Web (Planner), and other collaboration tools.

Preferred Work Experience/Skills

  • Microsoft Dynamics 365 Finance Functional Consultant Associate certification or higher.
  • Experience integrating Dynamics 365 Finance with CRM (CE), Power Platform, or Azure-based data services.
  • Familiarity with Dynamics 365 ALM and DevOps pipelines for solution management.
  • Exposure to healthcare, life sciences, or other regulated industries.
  • Knowledge of Power BI and Finance data models to support analytics and reporting initiatives.

Physical Demands, Working Conditions, and General Employment Guidelines

  • Moderate or high levels of stress may be experienced in the performance of the job.
  • Position is performed in a general office environment, home office, or approved remote workspace.
  • Physical work may include sitting, standing, reaching, kneeling, bending, and lifting up to 25 lbs.

Equipment

  • Daily use of Microsoft Teams (phone), computer, printer, and other routine office equipment.
  • Must have reliable internet access.

Safety to Self and Others

  • Little responsibility for the safety of others. The job is performed in an office or remote setting where no hazardous materials or equipment are present.

Working Conditions/Hazards

  • Position is performed in an open office environment or approved remote work location.

Work Location

  • Remote. Onshore-USA. The role may require occasional travel within the United States.

Compensation and Total Rewards

  • The anticipated base salary range for this position is $130,000-$140,000 annually. This position is also eligible for an annual target bonus of 4%. Actual compensation will be determined based on factors including relevant experience, skills, qualifications, and geographic location.
  • Benefits include paid time off, medical, dental, and vision insurance, a 401(k) with a 5% company match, a fitness bonus, professional development opportunities, and programs that support overall well-being.

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