Financial Systems Consultant

Working with the Project Manager, the Finance Implementation Lead will roll out Dynamics 365 Finance (D365) to manufacturing plants and sales offices worldwide. The role requires strong communication, creative problem-solving, and project management experience. You will interface directly with finance teams in each subsidiary/region while developing expertise in D365 and reporting. This position will eventually transition into a global reporting and analytics role.

Responsibilities

• Assess current financial policies and procedures at each subsidiary and determine the structure required based on global, legal, and local requirements.
• Work closely with internal and external finance and technical teams to evaluate how system changes will affect workflow, data, and reporting. Recommend changes based on evaluations and input.
• Identify key users to assist in transitioning data from the old system to the new. Ensure data integrity before transition and confirm balances align with consolidation reports.
• Determine how cash balances and other balance sheet items should be accounted for in D365.
• Research and propose solutions to design problems as they arise.
• Develop and track project requirements, phasing, and schedule with implementation teams.
• Document, communicate, and manage changes during design and implementation.
• Monitor and manage functional, schedule, and cost risks for the project.
• Communicate project status at scheduled meetings in collaboration with the Project Manager.
• Identify reporting requirements and develop reports using D365 report writer tools, including supporting dashboards.
• Manage day-to-day training and testing of Finance modules before launch.
• Develop a training curriculum for finance staff on finance modules and report writing, including user guides and job aids. Prepare training for both in-person and online delivery.
• Identify and train key power users who can then train others.
• Maintain working knowledge of D365 solutions, platform features, and best practices.

Requirements

• Bachelor’s degree in accounting or finance with 3-5 years of customer-facing experience.
• Strong organizational and project management skills.
• Ability and desire to continuously learn and integrate new skills, technologies, and ideas.
• Ability to understand business requirements, translate them into a project plan, and execute on that plan.
• High analytical and emotional intelligence with an engaging demeanor.
• Technical aptitude to understand system capabilities and align them with business requirements while managing scope.
• Self-motivated, dependable, and trustworthy with a strong sense of accountability for delivery and commitments.
• Meticulously detail-oriented and analytical with strong problem-solving skills.
• A quick learner who can work with minimal supervision.

Preferred Qualifications

• Experience leading or participating in a software implementation project.
• Prior experience with Dynamics 365 Finance.
• Prior experience with PowerBI.
• CPA (Certified Public Accountant) certification.

Skills

• Accounting
• Finance
• Project management
• Microsoft Dynamics
• Power BI
• Financial systems
• System implementation
• Implementation documentation
• Training documentation
• Financial reporting
• Training content and instruction

Pay

The pay range for this position is $36.00 - $45.00 per hour.

Benefits

Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may include:

• Medical, dental, and vision insurance
• Critical illness, accident, and hospital insurance
• 401(k) Retirement Plan (Pre-tax and Roth post-tax contributions available)
• Life Insurance (Voluntary Life & AD&D for employee and dependents)
• Short-term and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation, or Sick Leave)

Schedule

This is a hybrid position based in Glendale Heights, IL. The role is structured as a Contract to Hire opportunity.