D365 Lead Job at Robert Half, Richardson, TX

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  • Robert Half
  • Richardson, TX

Job Description

We are seeking a Lead Dynamics 365 Finance & Operations (D365 F&O) Functional Consultant to serve as the primary functional leader supporting our Finance and Operations organizations. This role owns the functional design, configuration strategy, and ongoing optimization of D365 F&O, ensuring the platform effectively supports core financial, supply chain, and operational processes.

You will act as the bridge between business stakeholders and technical teams, translating complex business requirements into scalable D365 F&O solutions while driving best practices, governance, and continuous improvement.

Key Responsibilities

Functional Leadership & Strategy

  • Serve as the functional owner for D365 Finance & Operations across Finance and Operations domains
  • Define and maintain the functional roadmap aligned to business strategy and growth
  • Establish best practices for process design, configuration, documentation, and change management
  • Provide functional leadership for enhancements, upgrades, and new module implementations

Finance & Operations Partnership

  • Partner closely with Finance leaders (Accounting, FP&A, Tax, AP/AR, Fixed Assets) and Operations teams (Supply Chain, Procurement, Inventory, Manufacturing/Logistics)
  • Lead discovery sessions to understand business processes, pain points, and future-state needs
  • Translate business requirements into functional designs, user stories, and acceptance criteria
  • Advise stakeholders on standard D365 capabilities vs. customization tradeoffs

D365 F&O Configuration & Delivery

  • Own functional configuration for key modules, including but not limited to:
  • General Ledger, Accounts Payable/Receivable
  • Budgeting, Fixed Assets, Cash & Bank Management
  • Procurement & Sourcing
  • Inventory Management & Costing
  • Supply Chain & Operations workflows
  • Review and validate solution designs with technical teams to ensure functional integrity
  • Support testing efforts (UAT, regression testing) and ensure solutions meet business needs

Governance, Support & Optimization

  • Act as escalation point for complex functional issues and cross-module impacts
  • Support month-end, quarter-end, and year-end financial close processes
  • Ensure controls, compliance, and audit requirements are met within D365
  • Drive continuous improvement by identifying opportunities to streamline processes and improve system adoption

Leadership & Collaboration

  • Mentor junior functional consultants and business analysts
  • Collaborate with developers, architects, data, and integration teams
  • Partner with PMO and change management teams to ensure successful delivery and adoption

Required Qualifications

  • 4+ years of experience working with Dynamics 365 Finance & Operations in a functional role
  • Deep expertise in Finance modules with strong exposure to Operations/Supply Chain
  • Proven experience leading functional design for complex ERP implementations or rollouts
  • Strong understanding of accounting principles, financial controls, and operational processes
  • Experience working directly with senior Finance and Operations stakeholders
  • Excellent communication skills with the ability to translate between business and technical teams

Preferred Qualifications

  • Experience in multi-entity, multi-currency, or global ERP environments
  • Prior experience as a functional lead or solution lead on D365 F&O implementations
  • Familiarity with integrations, reporting (Power BI), and data governance concepts
  • D365 Finance and/or Supply Chain Management certifications

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