Senior D365 Finance Consultant - Microsoft Business Applications
At Ingentive, we are a Microsoft Elite Partner recognised as one of the Great Places to Work and proud to hold all seven Microsoft solution designations. As a member of the Microsoft Inner Circle, we rank in the top 1% of partners globally and were recently named Microsoft’s #2 enterprise partner for driving advanced agentic AI transformations. We specialise in transforming business systems through AI‑led application development and process optimisation, with a strong focus on both Power Platform and the Dynamics 365 stack for CRM and ERP.
Our mission is to help organisations unlock value by combining intelligent agents, natural language interfaces, and low‑code platforms to build scalable, governed solutions that solve real business challenges.
The Role
The D365 Senior Finance Consultant is part of the Consulting Team, reporting to the Head of Consulting. The role is client‑facing and involves delivering industry‑leading Microsoft Dynamics solutions across the entire project life cycle, from pre‑sales work through go‑live and ongoing support. You will work both off‑site and on‑site, and you will be encouraged to develop your Dynamics knowledge and achieve relevant certifications.
- 5+ years of finance business experience; prior experience with D365 required
- Demonstrated credibility with clients and ability to quickly understand how our products add value
- Proven consulting experience
- Strong listening and problem‑solving skills; able to work under pressure
- Ability to assimilate information from various sources and manage conflict or sensitive situations
- Excellent time‑management and organisational skills with the ability to execute daily tasks
- Commercial awareness and dedication to delivering maximum ROI for clients
- Experience implementing finance functionality within D365 (e.g., project accounting, inventory valuation)
- Experience designing and coordinating multi‑site or multi‑national implementations; Microsoft D365 accreditation desirable
- Maintenance of industry‑specific knowledge to help clients follow best‑practice processes
- Fluency in written and verbal English
- Solid finance background (ACA/ACCA/CIMA part‑qualified; fully qualified desirable but not essential)
Objectives and Responsibilities
- Facilitate the successful installation and maintenance of client software systems, including off‑site and onsite work
- Train on Ingentive BUILT methodology and Microsoft methodologies for D365 solution delivery
Daily Responsibilities
- Delight clients with exceptional customer service
- Demonstrate awareness of upselling and additional company capabilities
- Ensure quality control of all deliverables
- Support pre‑sales activities as required
- Communicate progress clearly with Project Managers
- Communicate effectively with senior management and junior staff at clients
- Plan implementation and deliver value‑added work within scope, deadline, and budget
- Run client workshops on business processes, requirements, and system design
- Perform business and systems analysis and documentation
- Conduct product design and gap analysis against standard product functionality
- Produce design, system, user, and procedural documentation
- Configure and set up applications
- Provide system training to internal and external clients
- Develop and deliver testing strategies
- Assist teammates in skill development
- Recommend actions consistent with Ingentive’s values, objectives, and goals
- Maintain strong organisational, presentation, and facilitation skills
- Exercise business judgment supporting Ingentive’s strategy and vision
- Demonstrate a desire for excellence in all deliverables
Quality Measures
Performance is measured against achievement of targets, objectives, and responsibilities listed above, and against the following standard criteria:
- Consistent positive client feedback
- Achieving objective targets set in monthly one‑to‑one reviews
- Completing high‑quality self‑managed tasks on time and to budget
- Maintaining excellent communication with clients and the team
- Adherence to Ingentive quality standards and assurance
- Keeping knowledge of Dynamics product roadmap and applying new features promptly
- Maintaining and certifying on Dynamics, AI, and PowerPlatform technologies
- Behaviour in line with company values
- Bonus schemes
- Life assurance
- Private medical cover
- Group income protection
- Great company pension
- Enhanced sick pay
- Enhanced family leave pay
- Volunteering leave
- Loyalty award scheme
- 24/7 access to EAP including Wisdom AI app
- Access to Bright Exchange Online marketplace
- Remote working with option to work from our Central London Office
Our Purpose and Values
Vision: Empowering enterprises to their full potential with intelligent Microsoft solutions
Mission: Rapidly delivering intelligent Microsoft technology solutions
Values: Passion, Performance, Partnership
Successful applicants must have the right to work in the UK and a basic DBS check is required. Ingentive is committed to equality of opportunity, diversity and inclusion.
We welcome applications from all suitably qualified candidates. As part of our commitment to diversity and inclusion, we will provide reasonable adjustments during the recruitment process to ensure equal access for applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure suitable adjustments are made, where possible.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Consulting and Information Technology
Industry: IT Services and IT Consulting
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