We are growing our Lifetime Services (LTS) team and are looking for an experienced Finance & HR Consultant to support clients operating Microsoft Dynamics 365 Finance & Operations in a live, business‑critical environment.
This role is focused on post‑go‑live support, service delivery, and long‑term client success, rather than greenfield implementation. You will work across multiple customers simultaneously, managing a varied caseload of incidents, service requests, enhancements, and advisory work, while building trusted, long‑term relationships with client stakeholders.
Ideally, you will have a strong consulting background with real experience of implementing D365 for a variety of clients and have a solid consulting mindset and skillset.
Key Responsibilities
Service Delivery & Case Management
- Own and manage a portfolio of support, service and advisory cases across multiple clients, balancing priorities, urgency, and business impact in a fast‑moving support environment.
- Triage, analyse, and resolve Finance and HR‑related issues within Dynamics 365 F&O, applying sound judgement to determine appropriate resolution paths.
- Intelligently prioritise workload, managing competing demands while meeting agreed SLAs and service expectations.
- Take accountability for cases end‑to‑end, from initial investigation through to resolution, communication, and closure.
Client Engagement & Communication
- Act as a trusted functional advisor to clients, communicating clearly and confidently with finance and HR stakeholders at varying levels of technical understanding.
- Provide regular, structured updates to clients on case progress, risks, and next steps, maintaining confidence and transparency at all times.
- Translate complex functional or system behaviour into clear, business‑focused explanations for non‑technical audiences.
- Produce high quality design documentation and robust test plans for sometimes complex requirements
- Build long‑term client relationships by demonstrating ownership, reliability, and a strong customer‑centric mindset.
- Advise on applicability and benefits of One Version enhancements for individual clients
Functional Expertise (Finance & HR)
- Apply strong functional knowledge of Dynamics 365 Finance modules including:
- General ledger
- AR/AP
- Cash & Bank
- Fixed Assets
- Project Accounting
- Working knowledge of HR / Human Resources modules, to support live operational environments.
- Accounting background a bonus
- Support and advise on areas such as Core Finance, Budgeting, Reporting, integrations (e.g. Payroll), and cross‑module Finance–HR processes.
- Identify root causes of issues rather than symptoms, proposing pragmatic, support‑appropriate solutions aligned to platform best practice.
- Recommend incremental improvements and optimisations that enhance system stability, usability, and client outcomes.
Collaboration & Internal Working
- Work closely with technical teams, Service Delivery Managers, and other LTS consultants to resolve complex or cross‑functional issues.
- Produce clear functional analysis, specifications, or impact assessments where required to support fixes or small change requests.
- Contribute to knowledge sharing within the LTS team by documenting repeat issues, known errors, and recommended approaches.
- Support continuous improvement of LTS processes, tooling, and ways of working.
Experience & Qualifications
- 5–7+ years of relevant Dynamics 365 Finance & Operations consulting experience, ideally combining implementation and post-go-live/support environments.
- Extensive functional design experience within D365 F&O is essential, including designing customisations, enhancements and complex functional requirements.
- Strong experience in bug investigation and root-cause analysis
- Experience supporting clients in public sector is beneficial.
- A logical, analytical approach to problem solving and introducing change into operational systems.
- Experience of at least two full lifecycle implementations, with a clear understanding of post‑go‑live support considerations.
- Excellent documentation skills and the ability to produce clear, concise functional analysis.
Skills & Behaviours We're Looking For
- Comfortable juggling multiple priorities across several clients without losing focus or quality.
- Strong organisational skills with a structured, methodical approach to case management.
- Calm, resilient, and professional under pressure in a live support environment.
- Excellent verbal and written communication skills, with the confidence to challenge constructively when needed.
- A strong sense of ownership and accountability for client outcomes.
All candidates must be eligible for Security Clearance.
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