Finance & HR Consultant – Lifetime Services (LTS)

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.

All candidates must be eligible for Security Clearance. 

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