Finance Consultant

Summary

An experienced Finance Consultant with hands-on delivery expertise in Microsoft Dynamics 365 Finance & Operations implementations. Skilled in configuring core finance modules (General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets) and translating business requirements into functional design. Combines ERP implementation experience with data [redacted] capabilities (Power BI, SQL, Power Automate) to support accurate, well-tested finance solutions.

Experience areas

1. Finance Consultant

   • Configured core Finance modules (General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets) on live ERP implementations
   • Gathered and analyzed finance business requirements and translated them into functional design specifications
   • Designed and maintained account structures and posting profiles
   • Drove SIT and UAT testing phases and supported client sign-off
   • Delivered user training and post-go-live support

2. Graduate Trainee — Microsoft Dynamics 365 Finance & Operations

   • Completed intensive training across Procurement, Finance, Supply Chain, and Fixed Assets modules
   • Supported data migration activities including mapping, cleansing, validation, and post-migration reconciliation
   • Configured security roles, workflows, and approval processes
   • Contributed to unit testing and User Acceptance Testing phases

3. Support Consultant — Dynamics 365 Customer Engagement

   • Supported CRM processes using D365 CE Sales module for lead, account, and opportunity management
   • Configured entities, forms, and views to align with business processes
   • Maintained data integrity through validation and governance standards

4. Power Automate & SharePoint Consultant

   • Designed and implemented automated workflows using Power Automate to streamline business processes
   • Captured business requirements from stakeholders and translated them into scalable Power Platform solutions
   • Integrated external tools via webhooks and custom connectors

5. Data Analyst — IT Support

   • Reconciled bank accounts and produced monthly reconciliation and cost analysis reports
   • Maintained payroll analysis and generated monthly and yearly revenue reports
   • Built dashboards for business performance reporting

6. Data Analyst Intern

   • Queried and manipulated data using SQL variants and Excel to support stakeholder decision-making
   • Developed data-driven insights using Power BI

Skills