MSD 365 Finance & Operation Functional Consultant
ETG
About the role
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[Your Name]
Functional Consultant – Microsoft Dynamics 365 Finance & Operations
📞 Phone: +91‑XXXXXXXXXX | ✉ Email: your.name@email.com | 🏠 Location: [City, State] | 🔗 LinkedIn: linkedin.com/in/your‑profile
Professional Summary
Dynamic Finance & Accounting professional with 4+ years of end‑to‑end experience on Microsoft Dynamics AX/Dynamics 365 F&O. Proven track record delivering full‑cycle implementations (Project Preparation → Go‑Live) and multiple rollout/support projects. Deep expertise in core financial modules (AP, AR, GL, FA, Cash & Bank, Budgeting) and a strong background in month‑end close, integration testing, and user enablement. Certified in Microsoft Dynamics 365 Finance & Operations and holding a CA‑Inter / B.Com (or MBA/ICWA) qualification.
Core Competencies
| Functional Expertise | Technical & Methodology | Soft Skills |
|---|---|---|
| • AP, AR, GL, Fixed Assets, Cash & Bank, Budgeting | • Dynamics 365 F&O configuration & customization | • Client‑facing communication |
| • Month‑end & year‑end close processes | • SureStep & Agile implementation methodology | • Independent ownership & teamwork |
| • Requirement gathering & benefit analysis | • Functional specification authoring | • Multi‑tasking under tight deadlines |
| • Test scenario design, UAT, regression testing | • Integration (Data Management, Power Platform) | • Proactive, flexible attitude |
| • End‑user training & support | • AX 4.0 → D365 migration experience | • Willingness to travel |
Professional Experience
Functional Consultant – Microsoft Dynamics 365 F&O
ABC Consulting Services, Mumbai, India – Jan 2022 to Present
- Led a full‑cycle D365 F&O implementation for a $150 M manufacturing client (Project Preparation → Go‑Live) covering Finance, Procurement, and Inventory modules.
- Configured and optimized AP, AR, GL, Fixed Assets, Cash & Bank, and Budgeting modules; reduced month‑end close time by 22 % through process automation and workflow redesign.
- Authored functional specifications for 15+ enhancements (e.g., custom vendor payment terms, automated cash‑forecasting reports) and coordinated with developers for seamless integration.
- Designed test scenarios & UAT scripts for 200+ test cases; achieved a 98 % defect‑free go‑live.
- Conducted train‑the‑trainer sessions for 40+ end‑users and created detailed user manuals, resulting in a 30 % drop in post‑go‑live support tickets.
- Provided post‑go‑live support for 6 months, handling month‑end close, data reconciliations, and ad‑hoc enhancements.
Dynamics AX Functional Analyst
XYZ Technologies, Bengaluru, India – July 2019 to Dec 2021
- Part of a 2‑year, 3‑phase rollout of Dynamics AX 2012 R3 across 5 subsidiaries (Finance & Operations).
- Managed core finance modules (AP, AR, GL, FA) and integrated with SAP MM for procurement data exchange.
- Conducted benefit‑analysis workshops with business owners, translating requirements into functional specs and prioritizing backlog items.
- Executed data migration (legacy ERP → AX) for 1.2 M financial records using Data Import/Export Framework (DIXF).
- Delivered monthly finance support (closing, reconciliations, variance analysis) and resolved an average of 12 critical tickets per week.
Junior Accountant / Finance Analyst
Global Finance Ltd., Hyderabad, India – June 2017 to June 2019
- Hand‑led day‑to‑day accounting, journal entries, and bank reconciliations for a $30 M portfolio.
- Assisted in the implementation of Dynamics AX 2009, providing key insights on finance process mapping.
Education & Certifications
| Qualification | Institution | Year |
|---|---|---|
| CA‑Inter (or B.Com / MBA / ICWA) | Institute of Chartered Accountants of India | 2017 |
| Bachelor of Commerce (B.Com) | University of Mumbai | 2015 |
| Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate | Microsoft (Exam MB‑300) | 2023 |
| Microsoft Certified: Dynamics 365 + Power Platform Solution Architect (in progress) | Microsoft | – |
Technical Toolbox
- ERP Platforms: Microsoft Dynamics AX 2009/2012 R3, Dynamics 365 Finance & Operations, DIXF, Data Management Framework
- Methodologies: Microsoft SureStep, Agile Scrum, Waterfall
- Reporting & BI: SSRS, Power BI, Excel Power Query
- Integration: Azure Logic Apps, Power Automate, OData, REST APIs
- Database: MS SQL Server (2008‑2019)
- Tools: JIRA, Confluence, Visio, MS Project, Teams
Key Achievements (Highlights)
- Reduced month‑end close cycle from 7 days to 5 days for a major client by redesigning GL posting workflows and automating cash‑forecasting.
- Delivered a $2 M cost‑saving by consolidating duplicate vendor records and implementing automated payment approvals.
- Earned “Best Performer – Finance Module” award (2022) for outstanding client satisfaction scores (4.9/5).
Professional Affiliations
- Member, Dynamics User Group (DUG) – India Chapter
- Volunteer, Finance for NGOs – Pro‑bono financial system setup for two charitable trusts
Cover‑Letter (Optional Template)
[Your Name]
[Address] | [Phone] | [Email] | [LinkedIn]
[Date]
Hiring Manager
[Company Name]
[Company Address]
Dear Hiring Manager,
I am excited to apply for the **Functional Consultant – Microsoft Dynamics 365 Finance & Operations** position advertised on [source]. With **over four years** of hands‑on experience in Dynamics AX/D365 F&O, a solid foundation in finance and accounting (CA‑Inter), and a recent **Microsoft Dynamics 365 Finance Functional Consultant Associate** certification, I am confident I can deliver immediate value to your finance transformation initiatives.
In my most recent role at **ABC Consulting Services**, I led a full‑cycle D365 F&O implementation for a $150 M manufacturing client, overseeing everything from requirement workshops and functional design to UAT and post‑go‑live support. My deep expertise in AP, AR, GL, Fixed Assets, Cash & Bank, and Budgeting enabled me to streamline the client’s month‑end close, cutting processing time by **22 %** and achieving a **98 % defect‑free** go‑live.
I thrive in client‑facing environments, enjoy translating complex business needs into clear functional specifications, and am comfortable juggling multiple priorities under tight deadlines. My proactive attitude, strong communication skills, and willingness to travel align perfectly with the non‑technical requisites you outlined.
I would welcome the opportunity to discuss how my background, skills, and enthusiasm for Microsoft Dynamics can contribute to the continued success of [Company Name]. Thank you for considering my application.
Sincerely,
[Your Name]
Next Steps
- Insert your personal details (name, contact info, dates, locations).
- Quantify any achievements you have that differ from the examples above (e.g., exact % reduction, dollar savings, number of users trained).
- Tailor the “Professional Experience” section to match the exact projects you’ve worked on, ensuring the language mirrors the job posting (keywords like “e2e implementation”, “SureStep”, “month‑end support”).
- Export the résumé as a PDF (use a clean, ATS‑friendly template) and attach the cover letter when you apply.
Good luck with your application! If you need further customization—such as a LinkedIn headline, interview prep, or deeper technical drill‑downs—just let me know.
Requirements
- Must have at least one e2e MSD365 F&O implementation experience. (Project Preparation to till Go-Live) and one or two roll out/support projects experience is mandatory.
- Experience in developing functional specifications for Dynamics AX enhancements and integrations.
- Experience with setup, configuration, implementation, integration, and testing of AX solutions using best practices implementation methodology and/or Microsoft Sure Step methodology.
- Extensive experience in core financial modules like AP, AR, GL, FA, CASH & BANK and Budgeting
- Experience in design and creating test scenarios, functional test cases and User acceptance testing.
- Application support and training of end users
- Good Communication Skills.
- Played Client facing role in prior projects.
- Dynamic, Proactive and Flexible Attitude.
- Ability to take ownership of responsibilities shared and independently handle the respective module.
- Show willingness to learn and indicate genuineness in unfamiliar concepts/scenarios.
- Must be able to work independently as well as a team player and can manage own workload.
- Able to Multi-task and work under tight deadlines.
- Must be willing to travel when required.
Responsibilities
- Month end support to the Finance team, ensure that all the month end processes, and integration of modules are completed before the month close.
- Identify, analyze and study if any new requirement highlighted by any Business Process owners and prepare the benefit analysis.
Skills
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