About The Role

We are growing our Lifetime Services (LTS) team and are looking for an experienced Finance & HR Consultant to support clients operating Microsoft Dynamics 365 Finance & Operations in a live, business‑critical environment.

This role is focused on post‑go‑live support, service delivery, and long‑term client success , rather than greenfield implementation. You will work across multiple customers simultaneously, managing a varied caseload of incidents, service requests, enhancements, and advisory work, while building trusted, long‑term relationships with client stakeholders.

Ideally, you will have a strong consulting background with real experience of implementing D365 for a variety of clients and have a solid consulting mindset and skillset.

Key Responsibilities

Service Delivery & Case Management

Own and manage a portfolio of support, service and advisory cases across multiple clients, balancing priorities, urgency, and business impact in a fast‑moving support environment.
Triage, analyse, and resolve Finance and HR‑related issues within Dynamics 365 F&O, applying sound judgement to determine appropriate resolution paths.
Intelligently prioritise workload , managing competing demands while meeting agreed SLAs and service expectations.
Take accountability for cases end‑to‑end, from initial investigation through to resolution, communication, and closure.

Client Engagement & Communication

Act as a trusted functional advisor to clients, communicating clearly and confidently with finance and HR stakeholders at varying levels of technical understanding.
Provide regular, structured updates to clients on case progress, risks, and next steps, maintaining confidence and transparency at all times.
Translate complex functional or system behaviour into clear, business‑focused explanations for non‑technical audiences.
Produce high quality design documentation and robust test plans for sometimes complex requirements
Build long‑term client relationships by demonstrating ownership, reliability, and a strong customer‑centric mindset.
Advise on applicability and benefits of One Version enhancements for individual clients

Functional Expertise (Finance & HR)

Apply strong functional knowledge of Dynamics 365 Finance modules including:
General ledger
AR/AP
Cash & Bank
Fixed Assets
Project Accounting
Working knowledge of HR / Human Resources modules , to support live operational environments.
Accounting background a bonus
Support and advise on areas such as Core Finance, Budgeting, Reporting, integrations (e.g. Payroll), and cross‑module Finance–HR processes.
Identify root causes of issues rather than symptoms, proposing pragmatic, support‑appropriate solutions aligned to platform best practice.
Recommend incremental improvements and optimisations that enhance system stability, usability, and client outcomes.

Collaboration & Internal Working

Work closely with technical teams, Service Delivery Managers, and other LTS consultants to resolve complex or cross‑functional issues.
Produce clear functional analysis, specifications, or impact assessments where required to support fixes or small change requests.
Contribute to knowledge sharing within the LTS team by documenting repeat issues, known errors, and recommended approaches.
Support continuous improvement of LTS processes, tooling, and ways of working.

Skills & Behaviours We're Looking For

Comfortable juggling multiple priorities across several clients without losing focus or quality.
Strong organisational skills with a structured, methodical approach to case management.
Calm, resilient, and professional under pressure in a live support environment.
Excellent verbal and written communication skills, with the confidence to challenge constructively when needed.
A strong sense of ownership and accountability for client outcomes.

Experience & Qualifications

Strong background in ERP solutions, ideally with hands‑on experience supporting Dynamics 365 Finance & Operations in a live environment.
Demonstrable specialism in Finance modules , with working knowledge of HR modules highly desirable. (or open to learning HR?)
Experience supporting clients in public sector is beneficial.
A logical, analytical approach to problem solving and introducing change into operational systems.
Experience of at least two full lifecycle implementations , with a clear understanding of post‑go‑live support considerations.
Excellent documentation skills and the ability to produce clear, concise functional analysis.

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