D365 Finance & Operations Assessment Consultant
WorQFlow Solutions is seeking an experienced Microsoft Dynamics 365 Finance & Operations Consultant for a contract engagement on behalf of our client. In this role, you will conduct a thorough assessment of the organization's current D365 F&O configuration, with emphasis on finance, accounting, reporting, and financial dimensions. Your primary deliverable will be a practical, phased improvement roadmap that identifies near-term wins and longer-term priorities — without requiring a full system re-implementation.
What you'll do
- Evaluate the current D365 F&O environment, focusing on finance and accounting module configuration, reporting structures, and financial dimension setup
- Identify gaps, inefficiencies, and misconfigured elements within the existing implementation
- Assess current financial reporting capabilities and recommend improvements to accuracy, timeliness, and usability
- Document opportunities to streamline accounting processes and reduce manual workarounds
- Develop a phased, prioritized roadmap of recommendations that distinguishes immediate improvements from longer-term initiatives
- Present findings and the proposed roadmap to finance leadership in a clear, actionable format
What we're looking for
- Demonstrated experience as an independent Microsoft Dynamics 365 Finance & Operations consultant, with a strong focus on the Finance module
- Hands-on expertise with D365 F&O financial dimensions, chart of accounts design, and financial reporting tools
- Proven ability to conduct system assessments and produce structured improvement roadmaps
- Familiarity with accounting best practices and the ability to translate business requirements into system-level recommendations
- Experience working directly with finance leadership (CFO-level and accounting management) to communicate technical findings
- Ability to work independently in a remote, ad hoc engagement model with minimal oversight
- Strong written and verbal communication skills, with the ability to deliver clear documentation and presentations
This role is with one of WorQFlow Solutions' clients. Client details are shared with candidates during the recruiting process.
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