Principal Consultant, Microsoft D365 Finance
About the role
Lead the Finance workstream on D365 Finance implementations from discovery and design through configuration oversight, testing support, cutover, go-live, and post-implementation stabilization.
Provide deep functional leadership across General Ledger, Accounts Payable, Accounts Receivable, Project Accounting, Fixed Assets, Cash and Bank Management, financial reporting, consolidations, intercompany, and multi-legal-entity design.
Act as a trusted advisor to client executives, controllers, finance leaders, and hands-on users by challenging assumptions, explaining tradeoffs, and recommending sound finance process and system design decisions.
Lead finance discovery workshops, business process advisory discussions, gap analysis, and solution design activities while guiding clients toward D365 best practices and practical process standardization.
Responsibilities
- Own quality control for Finance deliverables, including design documents, configuration decisions, process flows, client-facing recommendations, and finance-related project outputs before they are presented to clients.
- Collaborate with SCM, manufacturing, warehousing, technical, integration, data migration, reporting, and project management resources to ensure Finance decisions are aligned with the broader end-to-end solution.
- Mentor and coach Finance consultants, support internal methodology and knowledge sharing, and contribute to solution leadership maturity across the Microsoft delivery team.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, Information Systems, or a related field; CPA, MBA, or similar credentials are a plus.
- Minimum of 10 years of progressive finance, accounting, controllership, internal finance leadership, or consulting experience, with more than 3 years of hands-on Microsoft Dynamics 365 Finance experience preferred.
- Background may include strong internal finance leadership with D365 ownership, deep D365 Finance consulting experience, or a combination of both; candidates should be interested in growing into a full-time consulting and solution leadership role.
- Deep Finance functional expertise, including General Ledger, AP, AR, Project Accounting, multi-legal-entity structures, intercompany, consolidations, controls, and financial reporting.
- Strong Project Accounting experience is required; Budgeting, Landed Cost, and hands-on D365 security configuration experience are preferred.
- Consultative mindset with the ability to challenge assumptions, guide process improvement, explain tradeoffs, and recommend practical solutions rather than simply document current-state requirements.
- Ability to define finance data requirements and advise on opening balances, master data, historical data access, reporting continuity, and practical data conversion approaches; hands-on data migration strategy experience is a plus.
- Familiarity with Microsoft implementation practices such as Success by Design, FastTrack, Lifecycle Services, and Azure DevOps is preferred.
- Pre-sales experience, including discovery support, solution framing, demonstrations, estimating, or proposal input, is preferred but not required.
- Willingness to travel approximately 3 to 5 weeks per year.
Qualifications
- Willingness to travel approximately 3 to 5 weeks per year.
Skills
- Deep Finance functional expertise, including General Ledger, AP, AR, Project Accounting, multi-legal-entity structures, intercompany, consolidations, controls, and financial reporting.
- Strong Project Accounting experience is required; Budgeting, Landed Cost, and hands-on D365 security configuration experience are preferred.
- Consultative mindset with the ability to challenge assumptions, guide process improvement, explain tradeoffs, and recommend practical solutions rather than simply document current-state requirements.
- Ability to define finance data requirements and advise on opening balances, master data, historical data access, reporting continuity, and practical data conversion approaches; hands-on data migration strategy experience is a plus.
- Familiarity with Microsoft implementation practices such as Success by Design, FastTrack, Lifecycle Services, and Azure DevOps is preferred.
Benefits
- Competitive Pay + Performance Bonuses– Your impact matters, and we make sure it shows in your paycheck.
- Comprehensive Health Coverage– Choose from top-tier Medical, Dental, and Vision plans that work for you and your family.
- Generous PTO, Paid Holidays & Volunteer Days– Recharge, celebrate, and give back with time off that supports your life and passions.
- Paid Sabbatical– After seven years of service, take a well-earned break to rest, recharge, or explore.
- 401(k) with Company Match– Invest in your future with a retirement plan that grows alongside you.
- Flexible Work Options– Balance life and work with hybrid and remote opportunities that support how you thrive.
- Employee Referral Bonus– Know someone amazing? Get rewarded for bringing top talent into the enVista family.
Pay
TBD
Schedule
TBD