Senior Functional Consultant - Dynamics 365 F&O
New Charter Technologies LLC, New York, NY, United States
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New Charter Technologies is seeking a Senior Functional Consultant - Microsoft Dynamics 365 Finance & Operations (in other companies this person could hold the title of Senior D365 F&O Consultant, Dynamics 365 Finance Functional Lead, ERP Functional Consultant - D365 Finance & Operations), to lead enterprise ERP implementations for complex, multi-entity organizations.
In this role, you will lead discovery sessions, solution architecture, and full lifecycle implementations within Microsoft Dynamics 365 Finance & Operations. You will collaborate with executive leadership, finance teams, operations stakeholders, and technical developers to design scalable ERP solutions spanning Financials, Project Accounting, Quote-to-Cash, Procurement, Intercompany, and Consolidations, leveraging Office 365, Power BI, and integrated cloud-based systems.
To be successful in this role, you will bring deep functional expertise across core D365 F&O modules and a proven ability to lead fit-gap analysis, system configuration, data migration, Conference Room Pilots (CRPs), and User Acceptance Testing (UAT). You will produce high-quality solution documentation, guide proof-of-concept efforts, support pre-sales engagements, and ensure successful deployment and long-term customer adoption. We understand that great candidates may not meet every requirement listed. Job Location: Remote (U.S.- based candidates only) Work Authorization Requirement:
This is a fully remote position; however, candidates must be physically located and authorized to work in the United States. This position is not eligible for visa sponsorship now or in the future. Applicants must be able to work for any U.S. employer without current or future sponsorship requirements. General job duties include: Lead client discovery workshops and solution design sessions Configure and deploy Dynamics 365 Finance & Operations modules Maintain Solution Design Documents and project documentation Conduct fit-gap analysis and provide Proof of Concept direction Create Functional Specifications for system customizations Support full data migration including master, historical, and transactional data Develop test scripts and lead CRP and UAT sessions Create user documentation and deliver end-user training Develop financial statements and reporting structures Provide ongoing client support and system optimization guidance Assist in pre-sales demonstrations and technical solution positioning Required Experience:
Bachelor's degree in Information Systems, Finance, Accounting, or related discipline 6+ years combined experience with Dynamics AX and D365 Finance & Operations ERP implementations Proven experience leading full lifecycle ERP deployments including configuration and data migration Strong functional expertise across Financials, Banking, AR/AP, Distribution, Procurement, Fixed Assets, Inventory, Sales & Marketing, Intercompany, Consolidation, and Project Accounting modules Experience working across Office 365 environments Ability to work effectively with both technical and non-technical stakeholders Preferred Experience:
Experience with reporting tools such as Power BI, Jet Reporting, Management Reporter, or SSRS Experience supporting cloud-based ERP environments Microsoft Dynamics certifications related to D365 Finance & Operations Experience participating in pre-sales or solution demonstrations Strong documentation discipline and executive-level presentation capability Commitment to ongoing training and professional certification Benefits:
Compensation starting at $135,000 depending on experience Comprehensive medical, dental, and vision coverage 401(k) with company match Professional development and certification reimbursement Flexible work arrangements Growth-oriented, collaborative culture
Who We are:
At New Charter, we're building a caliber of business the IT industry hasn't yet seen. We are serving small-to-medium sized businesses in 10+ industries across North America, and we deliver best-in-class technology solutions to propel our clients into the digital world.
At New Charter Technologies, we're investing in our people - through growth and learning initiatives, employee benefits, company innovation, and more. We are constantly seeking a diverse candidate backgrounds and perspectives to amplify inclusive hiring practices for each job opening. Our partner companies have career paths for many different role types, whether you want to be deeply technical or whiteboarding with clients, and we are committed to developing fulfilling career paths for all contributors at New Charter Technologies. (Please note: Every application submitted through Workday is reviewed by a real person, not an AI. We value your time and take each submission seriously.)
Our teams are dedicated to pioneering breakthrough technologies, disruptive solutions, and transformative strategies. We're the architects of change, fostering an environment where bold ideas take flight, and creativity knows no bounds. At New Charter Technologies, we've embraced the idea that every individual brings something special to the table. Our foundation is based on the belief that each team member plays a crucial role in our collective success.
Ready to be part of a dynamic and supportive community where your unique skills and personality shine?
We're on a mission to make a difference, and we want you to be part of the story. Let's transform the world together and build a career that's as unique as you are!
We are looking for driven and passionate people who are excited to work in an incredibly rewarding environment. So, if you are ready to learn, be inspired, solve problems, and grow professionally, apply today! Learn more here: Why New Charter.
New Charter Technologies is committed to creating an inclusive environment and is proud to be an equal opportunity employer. New Charter recruits, employs, trains, compensates, and promotes regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
New Charter Technologies is seeking a Senior Functional Consultant - Microsoft Dynamics 365 Finance & Operations (in other companies this person could hold the title of Senior D365 F&O Consultant, Dynamics 365 Finance Functional Lead, ERP Functional Consultant - D365 Finance & Operations), to lead enterprise ERP implementations for complex, multi-entity organizations.
In this role, you will lead discovery sessions, solution architecture, and full lifecycle implementations within Microsoft Dynamics 365 Finance & Operations. You will collaborate with executive leadership, finance teams, operations stakeholders, and technical developers to design scalable ERP solutions spanning Financials, Project Accounting, Quote-to-Cash, Procurement, Intercompany, and Consolidations, leveraging Office 365, Power BI, and integrated cloud-based systems.
To be successful in this role, you will bring deep functional expertise across core D365 F&O modules and a proven ability to lead fit-gap analysis, system configuration, data migration, Conference Room Pilots (CRPs), and User Acceptance Testing (UAT). You will produce high-quality solution documentation, guide proof-of-concept efforts, support pre-sales engagements, and ensure successful deployment and long-term customer adoption. We understand that great candidates may not meet every requirement listed. Job Location: Remote (U.S.- based candidates only) Work Authorization Requirement:
This is a fully remote position; however, candidates must be physically located and authorized to work in the United States. This position is not eligible for visa sponsorship now or in the future. Applicants must be able to work for any U.S. employer without current or future sponsorship requirements. General job duties include: Lead client discovery workshops and solution design sessions Configure and deploy Dynamics 365 Finance & Operations modules Maintain Solution Design Documents and project documentation Conduct fit-gap analysis and provide Proof of Concept direction Create Functional Specifications for system customizations Support full data migration including master, historical, and transactional data Develop test scripts and lead CRP and UAT sessions Create user documentation and deliver end-user training Develop financial statements and reporting structures Provide ongoing client support and system optimization guidance Assist in pre-sales demonstrations and technical solution positioning Required Experience:
Bachelor's degree in Information Systems, Finance, Accounting, or related discipline 6+ years combined experience with Dynamics AX and D365 Finance & Operations ERP implementations Proven experience leading full lifecycle ERP deployments including configuration and data migration Strong functional expertise across Financials, Banking, AR/AP, Distribution, Procurement, Fixed Assets, Inventory, Sales & Marketing, Intercompany, Consolidation, and Project Accounting modules Experience working across Office 365 environments Ability to work effectively with both technical and non-technical stakeholders Preferred Experience:
Experience with reporting tools such as Power BI, Jet Reporting, Management Reporter, or SSRS Experience supporting cloud-based ERP environments Microsoft Dynamics certifications related to D365 Finance & Operations Experience participating in pre-sales or solution demonstrations Strong documentation discipline and executive-level presentation capability Commitment to ongoing training and professional certification Benefits:
Compensation starting at $135,000 depending on experience Comprehensive medical, dental, and vision coverage 401(k) with company match Professional development and certification reimbursement Flexible work arrangements Growth-oriented, collaborative culture
Who We are:
At New Charter, we're building a caliber of business the IT industry hasn't yet seen. We are serving small-to-medium sized businesses in 10+ industries across North America, and we deliver best-in-class technology solutions to propel our clients into the digital world.
At New Charter Technologies, we're investing in our people - through growth and learning initiatives, employee benefits, company innovation, and more. We are constantly seeking a diverse candidate backgrounds and perspectives to amplify inclusive hiring practices for each job opening. Our partner companies have career paths for many different role types, whether you want to be deeply technical or whiteboarding with clients, and we are committed to developing fulfilling career paths for all contributors at New Charter Technologies. (Please note: Every application submitted through Workday is reviewed by a real person, not an AI. We value your time and take each submission seriously.)
Our teams are dedicated to pioneering breakthrough technologies, disruptive solutions, and transformative strategies. We're the architects of change, fostering an environment where bold ideas take flight, and creativity knows no bounds. At New Charter Technologies, we've embraced the idea that every individual brings something special to the table. Our foundation is based on the belief that each team member plays a crucial role in our collective success.
Ready to be part of a dynamic and supportive community where your unique skills and personality shine?
We're on a mission to make a difference, and we want you to be part of the story. Let's transform the world together and build a career that's as unique as you are!
We are looking for driven and passionate people who are excited to work in an incredibly rewarding environment. So, if you are ready to learn, be inspired, solve problems, and grow professionally, apply today! Learn more here: Why New Charter.
New Charter Technologies is committed to creating an inclusive environment and is proud to be an equal opportunity employer. New Charter recruits, employs, trains, compensates, and promotes regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.