Lead D365 F&O Finance Consultant

New York, US
ERP & CRM (e.g. D365 F&O, D365CE)
Full-Time

Role introduction

As a D365 F&O Lead Functional Consultant, you can expect to…  

  • Lead functional workstreams within Microsoft Dynamics 365 Finance & Operations implementations, with accountability for delivery outcomes, solution quality, and alignment to overall project objectives, owning defined solution areas while aligning to broader architectural direction 
  • Drive Business Process Analysis efforts for your domain, facilitating workshops, guiding discussions, and translating outcomes into structured functional designs 
  • Shape Fit/Gap decisions by evaluating business requirements against system capabilities, recommending solution approaches, and progressing decisions in the absence of complete information while identifying where architectural guidance is required 
  • Own and drive functional design decisions within your workstream, ensuring solutions are scalable, consistent, and aligned with overall project standards and long-term system behavior, ensuring solutions are scalable, consistent, and aligned with overall project standards and long-term system behavior 
  • Configure and oversee configuration across Finance modules (e.g., General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank), ensuring accuracy and alignment to business requirements 
  • Translate complex business processes into clear functional designs and configuration strategies that can be executed by delivery teams 
  • Coordinate across workstreams to manage dependencies, ensuring functional decisions align with integrations, data flows, and downstream system impacts 
  • Drive alignment within and across workstreams by identifying dependencies and escalating broader design conflicts, helping HSO maintain consistency in end-to-end solution behavior 
  • Contribute to broader solution design discussions by providing functional input on process transformation, data structures, and system behavior 
  • Identify and proactively manage risks related to functional design, data integrity, and process alignment within your domain 
  • Guide testing strategy for your workstream, ensuring validation aligns with business requirements and supports end-to-end solution integrity 
  • Support data migration activities by ensuring functional accuracy in mapping, transformation logic, validation, and reconciliation 
  • Lead client-facing discussions within your domain, providing clear recommendations, guiding stakeholders toward decisions, and navigating complex conversations with confidence 
  • Review and provide guidance on deliverables produced by junior consultants, reinforcing quality, consistency, and alignment to standards while leveraging team members effectively 
  • Support estimation and solutioning for defined workstreams, aligning scope, complexity, and delivery approach 
  • Progressively take on broader solution ownership, expanding beyond initial workstream responsibilities while increasing independence in functional design decisions 
     

You’re great at…  

  • Taking ownership of functional solution areas and driving them forward with increasing independence 
  • Operating effectively in complex, fast-paced consulting environments, balancing hands-on delivery with lead expectations while maintaining momentum despite ambiguity 
  • Connecting business processes to system capabilities and understanding how decisions impact upstream and downstream solution components 
  • Facilitating structured discussions that move stakeholders from requirements to decisions, even in ambiguous or evolving environments 
  • Balancing speed and quality by making thoughtful progress while maintaining alignment to standards and long-term solution integrity 
  • Navigating ambiguity by forming recommendations, validating assumptions, and knowing when to escalate broader design considerations 
  • Managing dependencies across workstreams and ensuring your area integrates cleanly into the broader solution 
  • Communicating effectively across business and technical audiences, translating complexity into clear, actionable direction 
  • Identifying risks early and addressing them before they impact delivery timelines or solution quality 
  • Supporting and mentoring junior team members by delegating effectively, providing guidance, and improving overall team output 
  • Operating with accountability and ownership, ensuring commitments are met and outcomes are delivered even within broader project constraints 
  • Strengthening consistency through structured documentation, attention to detail, and repeatable approaches 
  • Understanding how functional decisions contribute to overall solution success and client business outcomes 
  • Promoting the mission and Shared Values of our company 
     

Sound interesting? If so, you’ll have…  

  • Bachelor’s degree in Accounting, Finance, Supply Chain, Information Systems, or a related field 
  • 5+ years of hands-on delivery experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O) in complex implementation environments 
  • Deep functional experience across Finance modules such as General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets, and Financial Reporting 
  • Ownership of functional workstreams or defined solution areas within D365 F&O implementations, with accountability for delivery outcomes 
  • Strong understanding of core financial business processes, including record-to-report, procure-to-pay, and order-to-cash 
  • Demonstrated ability to facilitate workshops, gather requirements, and translate business needs into structured functional designs 
  • Exposure to Fit/Gap analysis, configuration strategy, testing, and data migration across multiple phases of the project lifecycle 
  • Comfort operating within Microsoft partner or consulting delivery models, including structured methodologies and cross-functional team collaboration 
  • Confidence engaging in client-facing environments, contributing to solution discussions and guiding stakeholders toward decisions 
  • Working knowledge of the broader Microsoft ecosystem, including Power Platform, integrations, and Azure-based services 
  • Strong analytical, communication, and problem-solving capabilities, with the ability to manage multiple priorities in fast-paced environments 
  • Consistent ownership of work and follow-through on commitments within defined areas of responsibility 
  • Microsoft Dynamics 365 Finance certifications preferred 
  • Functional experience with the PMA (Project Management & Accounting) module preferred, but not required 
  • Willingness to travel as needed to support client engagements 


The Perks 

We offer competitive pay with and performance-based bonus. Our employees also enjoy generous paid time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you’ll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment. 
 

HSO is an Equal Opportunity Employer.

Apply now!

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LARGE ENOUGH TO SERVE, SMALL ENOUGH TO CARE

Why work at HSO?

At HSO we take pride in being large enough to serve, but small enough to care. We are uniquely positioned to empower you to transform your career without compromising your life and we take pride in investing as much in our people as we do in our clients.

  • 1

    Collaborative

    At HSO we enjoy a culture of collaboration and support and a collaborative hybrid working model where we team flexibly with purpose at the heart of our working arrangements. We use teamwork not just to meet challenges, but to also promote one another’s success.

  • 2

    Ever-Evolving

    We believe strongly in our values of always learning, always evolving and not standing still. HSO is dedicated to the ongoing professional development of people starting with the training and certification of our early career starters through to supporting senior experienced professionals.

  • 3

    Value Driven

    Our values and culture are attractive to people who want to work with value-driven teams around the world. Collaborating with colleagues and clients who are experts in their field provides an exceptional opportunity in your career to be continuously upskilling and expanding your knowledge and talent for accelerated learning and career progression.

  • 4

    Entrepreneurial

    At HSO we transform the way in which people work and how businesses operate to get results for our clients. This takes exceptional cutting-edge technology, knowledge, talent, determination and entrepreneurial spirit. Our culture and values support entrepreneurial mindsets and attitudes where your voice will always be heard.