D365 Inventory + Cash Flow Consultant
Responsibilities:
• Assess current Dynamics 365 Finance & Operations inventory practices and recommend improved approaches for reserve handling, transaction accuracy, and overall module utilization.
• Advise stakeholders on inventory-related processes, including adjustments, replenishment planning, and traceability across lot and serial number controls.
• Review cash flow functionality within D365 and identify the root causes of reconciliation gaps affecting forecasting and financial reporting.
• Collaborate with teams across Accounts Receivable, Accounts Payable, General Ledger, budgeting, and collections to strengthen cash flow alignment within the system.
• Analyze data flowing from D365 into the organization’s data lake and help ensure reporting inputs support accurate operational and financial insights.
• Configure or refine ERP settings in support of inventory management and cash flow performance, aligning system behavior with business requirements.
• Provide guidance on reporting needs and contribute to dashboard or report development using Power BI or similar reporting capabilities when applicable.
• Partner with business and finance leaders to deliver actionable recommendations that improve process consistency, visibility, and decision-making within D365.
• Document findings, proposed enhancements, and best-practice recommendations to support adoption of optimized workflows and controls.
Qualifications:
• 5+ years of experience working with Microsoft Dynamics 365 Finance & Operations in a functional consulting or configuration-focused capacity.• Hands-on expertise in D365 inventory management, including transactions, adjustments, reserves, replenishment, and lot or serial tracking.
• Strong experience supporting cash flow processes in D365 across forecasting, AR, AP, GL, budgeting, financial statements, and credit or collections activities.
• Familiarity with data lake environments and experience working with data sourced from D365 for analysis or reporting purposes.
• Demonstrated ability to evaluate ERP processes, identify system gaps, and recommend practical improvements based on business needs.
• Experience with configuration management and Microsoft Dynamics 365 ERP solution design or optimization.
• Reporting experience with Power BI or comparable tools is preferred, especially in support of finance and operational reporting.
• Strong communication skills with the ability to work effectively with cross-functional business, finance, and technology teams.
Compensation
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