Dynamics 365 Finance & Operations (F&O) Subject Matter Expert

About the role

We are seeking a Microsoft Dynamics 365 Finance & Operations (F&O) data subject-matter expert to guide and validate the data workstream on an advisory analytics engagement. This role focuses on being the authority for F&O data structure, ensuring accurate data extraction, and validating that the right source data is captured and correctly reconciled from source to report. You will partner closely with the Data & BI Lead to ensure the analytics model aligns with both the technical architecture and the financial reality of the ERP.

Engagement Context

• Microsoft stack: The client runs Dynamics 365 F&O as the ERP, with source data compiled in Azure Synapse and reporting delivered in Power BI.
• Advisory, not implementation: The engagement is an assessment across two phases: Engage (current-state discovery) and Envision (future-state analytics model). It does not include changes to F&O or Synapse.
• Finance-first lens: The analytics model must reflect the ERP and financial point of view, requiring fluency in both F&O and accounting.
• Central problem to solve: Define and support a reliable way to trace and reconcile source-to-report discrepancies (e.g., a value visible in F&O but not yet reflected in the source extract or model).

Responsibilities

• Be the authority on the F&O data model:
  • Map where financial and operational data physically lives across F&O tables and data entities, including:
    • General ledger
    • AR/AP subledgers
    • Inventory and costing
    • Fixed assets
    • Financial dimensions
  • Answer "where does X data live?" by translating business figures (e.g., GL balance, AR aging, posted invoice) to specific F&O tables/entities and fields, such as:
    • GeneralJournalAccountEntry / GeneralJournalEntry for GL
    • CustTrans / VendTrans for subledgers
    • InventTrans for inventory
    • DimensionAttributeValueCombination structures for financial dimensions
• Guide source-dependent transformation:
  • Call out F&O-specific pitfalls the data engineering team must account for, including:
    • Financial-dimension storage
    • Legal-entity (DataAreaId) partitioning
    • Posted vs. subledger vs. GL views
    • Effective-dated and settlement tables
• Validate the extracted data is correct:
  • Review the Synapse/data-lake extract (Export to Data Lake, Synapse Link for Dynamics 365, BYOD, or Data Management Framework entities) against F&O to confirm the right tables, grain, and completeness.
• Own the reconciliation approach:
  • Trace values from F&O through Synapse into the Power BI model and explain discrepancies to ensure the model ties back to the ERP and financial reality.
• Support tie-outs:
  • Reconcile the model to F&O standard reports and financial statements (e.g., trial balance, subledger agings) to confirm the model reflects the financial point of view.
• Contribute to workshops and documentation:
  • Participate in discovery and envisioning sessions, document data-lineage findings, and help validate scope with stakeholders.

Requirements

• Deep, hands-on experience with Microsoft Dynamics 365 Finance & Operations (F&O), including its Dynamics AX heritage, and a strong command of its table and data-entity schema.
• Proven ability to locate and explain where specific financial and operational data resides in F&O (GL, AR/AP, inventory/costing, fixed assets, financial dimensions, and master data).
• Working knowledge of F&O data extraction to Azure:
  • Export to Data Lake
  • Synapse Link for Dynamics 365
  • BYOD
  • Data Management Framework (DMF) data entities
• Solid grounding in accounting and F&O financial processes, including:
  • Chart of accounts
  • Financial dimensions
  • Posting
  • Period close
• Demonstrated experience validating and reconciling ERP source data to downstream reporting and analytics (source-to-report tie-outs).
• Ability to partner closely with a Data/BI Engineering Lead and communicate schema and lineage clearly to both technical and business audiences.

Preferred Qualifications

• CPA or equivalent accounting/finance credential; a finance-first perspective on data modeling.
• Working familiarity with Azure Synapse, Microsoft Fabric, SQL Server, Power BI, and Microsoft data-platform concepts sufficient to advise on F&O source-data lineage and reporting implications.
• Prior exposure to F&O implementations, upgrades, or data migration programs, with emphasis on understanding the resulting data structures and reporting impacts.
• Prior consulting or advisory delivery under tight timelines.
• Understanding of data governance concepts including ownership, access, lineage, and master data.

How You'll Work

You will work remotely alongside the Data & BI Lead, joining discovery and envisioning workshops and reconciliation working sessions. The engagement is delivered as a collaborative pairing:

• You provide the F&O source-system and financial interpretation.
• The Data & BI Lead builds and validates the analytics model against it.
• Together, you ensure that the analytics platform aligns with both the technical architecture and the financial reality of the ERP.