About This Role
This IT Specialist role focuses on owning the Finance and Project Operations modules within Dynamics 365. The specialist will be the primary expert for how the company manages finance and project accounting in Dynamics 365, and how financial data integrates into OneStream for group, consolidation, and management reporting. It suits a candidate with strong Dynamics 365 experience, with OneStream knowledge being a plus.
Responsibilities
- Own the functional design and configuration of Dynamics 365 Finance, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash and Bank Management, and financial reporting
- Maintain the chart of accounts, financial dimensions, posting profiles, tax and VAT setup, and legal-entity configuration
- Support month-end and year-end close, intercompany processing, and the delivery of accurate finance data for group consolidation
- Support and optimise integration and reporting processes between Dynamics 365 Finance and OneStream, including trial-balance mapping, chart-of-accounts alignment, financial dimensions, and data reconciliation for group, management, and statutory reporting
- Support bank, treasury, and expense integrations, including Kyriba and Concur
- Own the design and configuration of Dynamics 365 Project Operations and Project Management and Accounting, including project setup, contracts, budgets, costing, revenue recognition, and billing
- Configure project-cost capture from timesheets, purchase orders, and expenses, and define cost rates and categories with Finance
- Design processes for project-related procurement and allocation of bulk purchases to projects
- Support project controllers and project managers with project P&L, work in progress, and backlog reporting
- Act as functional lead for Dynamics roll-outs to new entities, including fit-gap workshops, localisation, configuration, data migration, UAT, and cut-over
- Translate business requirements into functional specifications and review and test partner-delivered changes
- Work with Finance and the Accounting CoE to design and maintain the end-to-end reporting architecture between Dynamics 365, OneStream, Concur, Kyriba, and related finance systems
- Evaluate new Dynamics capabilities where they provide clear business value
- Provide L2 and L3 functional support for Finance and Project Operations and resolve issues with the managed services provider or Microsoft
- Design security roles and duties aligned with the Finance operating model and segregation-of-duties requirements
- Map users to the appropriate Dynamics licence type to streamline licence counts and maintain compliance
- Maintain process documentation, configuration records, and training materials
Requirements
