A Dynamics 365 Project Management and Accounting (PMA) Consultant or Functional Lead is responsible for designing, configuring, and deploying project-centric financial and operational workflows within the Microsoft Dynamics 365 ecosystem. This role bridges the gap between project delivery teams and finance departments, ensuring that resource usage, costs, and revenues are accurately tracked and automated.
Below is a comprehensive, job-ready description structured for recruitment or career planning.
Job Summary:
The Dynamics 365 PMA Consultant acts as a subject matter expert to analyze client business processes, handle systems architecture for project management, and enforce financial governance. The primary goal is to ensure project operations seamlessly integrate with the core General Ledger, Supply Chain, and Billing frameworks to maximize business profitability.
Key Responsibilities:
Solution Design: Lead client discovery workshops to analyze operational needs, evaluate system gaps, and build the functional design for the projects workstream.
System Configuration: End-to-end configuration of the PMA module, covering, Project Contracts, billing rules, and ledger posting mappings.
Financial Management Setup: Configure multiple project types (Time & Material, Fixed-Price, Internal) along with complex settings like percentage-of-completion.
Operational Control: Structure Work Breakdown Structures (WBS), resource management matrixes, timesheet validation workflows, and multi-currency billing paths.
Cross-Module Integration: Connect the PMA framework flawlessly with D365 Finance, Human Resources, Sales, and Supply Chain modules.
Testing & Training: Build testing scenarios, manage User Acceptance Testing (UAT) with key business leads, and run user training sessions.
Required Technical Skills:
D365 Expertise: Deep hands-on experience with Microsoft Dynamics 365 Finance & Operations (F&O) or Dynamics 365 Project Operations.
Accounting Knowledge: Clear understanding of work-in-progress (WIP) accounting, financial accruals, project budgeting, and forecasting.
Reporting Tools: Proficiency in developing visual tracking dashboards using Microsoft Power BI and standard D365 financial reporting.
Methodologies: Experience aligning system models with agile or sequential software deployment practices.
Qualifications & Experience:
Education: Bachelor''s degree in finance, Accounting, Management Information Systems (MIS), or a related field.
Experience: Minimum of 3–5 years handling functional implementations specifically focused on the D365 PMA module or older AX versions (such as AX 2012).
Certifications: Strongly prefer certifications like Microsoft Certified: Dynamics 365 Finance Functional Consultant or Dynamics 365 Project Operations Functional Consultant.
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