D365 Finance Functional Consultant

D365 Finance Functional Consultant – D365, Dynamics 365, F&O, Finance & Operations, Functional Consultant, Business Analyst, CPA. Accounting, Accountant, Cash, Bank, General Ledger, GL, Fixed Assets, Accounts Payable, Accounts Receivable Reporting, Concur- Houston  – $150-200k + bonus + additional benefits

Our end user client are looking for a D365 Finance Functional Consultant to work on their ongoing deployment of D365 F&O and long term to support and optimize the system. The role will be responsible for system configuration, testing, data migration, training and support.

The role will typically involve 4 days per week on-site in Houston. Relocation support is available.

Candidates must be US citizens or green card holders.  

Key Skills & Experience:

• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
• 8+ years of experience working with Microsoft Dynamics 365 F&O and/or Dynamics AX 2012. Required
• Experience with financial reporting tools (SSRS, Management Reporter, Power BI). Required
• Experience with SQL queries, data extraction, and reporting tools (SSRS, Power BI, Financial Reporter). Required
• Strong functional and technical knowledge of financial modules in Microsoft Dynamics 365 F&O / AX 2012.
• Familiarity with data migration, integrations, and ERP support best practices.
• Proficiency in Dynamics 365 F&O (or AX 2012) setup, configuration and business processes (record to report, procure to pay, order to cash).
• Understanding of finance business processes (GL, AP, AR, FA, Budgeting, Procurement, Cash & Bank).
• Familiarity with ERP integrations, data management, and reconciliation processes.
• Knowledge of Microsoft Dynamics DMF, OData, business events, or API integrations is preferred.
• Strong analytical and problem-solving abilities to diagnose and resolve ERP issues.
• Excellent communication and stakeholder engagement skills, able to bridge the gap between business and IT teams.
• Ability to work independently, manage multiple priorities, and drive process improvements.
• Microsoft Dynamics 365 Finance & Operations Functional Consultant Associate Preferred

Main Responsibilities:

• Serve as a subject matter expert (SME) for Dynamics 365 F&O and Dynamics AX 2012, supporting finance, accounting departments, and shared services teams.
• Analyze, troubleshoot, and resolve system issues, escalating complex cases as needed.
• Work closely with business users to gather requirements, configure system settings, and recommend process improvements.
• Maintain system documentation, configurations, and user guides to support ERP operations.
• Provide expertise in General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, Organization Management, Treasury Automation Suite (ISV solution), Procurement & Sourcing, and Cash & Bank Management modules.
• Support SSRS, Financial Reporter (Management Reporter), and Power BI reporting for financial and operational data insights.
• Assist in financial period closing activities and troubleshooting posting issues, reconciliations, and financial reporting discrepancies.
• Work with IT teams to support integrations between Dynamics 365 F&O (AX 2012) and external systems.
• Perform data validation, reconciliation, and migration tasks to maintain system integrity.
• Support the Dynamics 365 upgrade project, assisting with data mapping, cleansing, and all testing activities including unit testing, regression testing, and user acceptance testing (UAT).
• Participate in testing new features, patches, and upgrades to ensure system stability.
• Document and communicate system enhancements, configuration changes, and business impacts to key stakeholders.
• Assist with user training and knowledge transfer for ERP processes and best practices.
• Work closely with finance, accounting, treasury, procurement, and IT teams to align ERP solutions with business needs.
• Support cross-functional projects related to finance transformation, process automation, and reporting enhancements.
• Provide technical guidance and mentorship to junior analysts and Dynamics 365 F&O (AX 2012) users.

Location: Houston

Candidates must be eligible to work in this country.

Catch Resource Management is a leading provider of Dynamics 365, JD Edwards, NetSuite and other ERP resources to both end users and to product suppliers/authors.

Our consultants deliver a completely professional resourcing service, always backed up by our team of ERP specialists who are all experienced in full project life cycle implementation and support, thus ensuring that we fully understand our clients’ requirements and our candidates’ skills.

If you have the relevant skills and experience for this position we would welcome your application, however please note that we receive high levels of responses to our advertisements so can only immediately respond to those that are a close match. However, if you are interested in hearing about similar positions then please register on our website: www.catchgroup.com.