Senior D365 Finance Consultant - Microsoft Business Applications

About Us

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, 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.

Award-winning and innovation-driven, we are at the forefront of the shift from traditional low-code to intelligent business applications empowering fusion teams to deliver faster, smarter, and more impactful outcomes.

The Role:

The D365 Senior Finance Consultant is part of the Consulting Team, reporting to the Head of Consulting. The role is a client facing position, delivering industry leading Microsoft Dynamics solutions.

The Senior Finance Consultant will have a strong finance and Dynamics background to deliver the successful implementation and maintenance of our clients D365 solutions. You will need a demonstrable history of consultancy experience as this role will entail continuous interaction with clients and project teams.

Your experience and knowledge of D365 solutions and associated business processes combined with an appreciation of associated technologies are imperative to support your role at Ingentive. This is a varied and demanding role involving all aspects of implementing Dynamics solutions from pre-sales work through the project life cycle to go-live and on-going support. Your involvement with clients will include off-site and on-site work and you will be encouraged to develop your Dynamics knowledge and achieve relevant certifications.

Essential Skills & Expertise:

• 5+ years of finance business experience -Previous experience of D365
• Required to demonstrate credibility with the client and quickly understand how our products will add value to our services
• Proven consulting experience
• Good listening skills, with the ability to quickly resolve problems, action solutions with the ability to work under pressure
• Understanding and assimilating information from various sources -Being able to recognise and deal with conflict or sensitive situations
• A clear ability to organise your own time and resources, and execute daily
• Commercial awareness and total dedication to delivering maximum return on investment for our clients -Self-motivated and driven to achieve professional success in a team based consulting environment.
• Demonstrated experience implementing the finance functionality within D365 (including project accounting and inventory valuation)
• Experience designing and coordinating multi-site or multi-national implementations -Microsoft D365 accreditation
• Maintaining industry specific knowledge to help our clients follow best practise processes.
• Fluency in English both written and verbal.

Desirable Expertise:

• Solid Finance background (ACA/ACCA/CIMA part qualified; qualified is desirable but not essential)

Objectives and Responsibilities:

• To facilitate the successful installation and maintenance of our clients' software systems, including off site and onsite work. You will be encouraged and expected to develop your professional technical and consulting skills.
• You will be trained on the Ingentive BUILT methodology and Microsoft methodologies which will be used to support the delivery of D365 solutions to our clients.

On a daily basis your varied role will include, but will not be limited to: -

• Delighting our clients with exceptional customer service
• Demonstrate awareness around upselling and understanding of additional company capabilities
• Ensuring quality control of all your deliverables
• Be involved in Pre-sales assistance when required
• Clear and concise communication with Project Managers on project progress
• Effective communication with senior management as well as junior staff at our clients
• ]Implementation planning and the delivery of value added work, to scope, deadline and budget
• Running client workshops on business processes, business requirements and system design -Business and systems analysis and documentation
• Product design and gap analysis to standard product functionality
• Production of design, system, user and procedural documentation
• Application configuration and setup
• Provide system training to both internal and external clients
• Development and delivery of testing strategies
• Assist others in the team to grow and build their skills
• Recommends actions that are consistent with Ingentive's values, objectives, and goals
• Must possess good organisational, presentation and facilitation skills.
• Exercises strong business judgment supporting Ingentive's strategy and vision
• Always demonstrate a desire for excellence in everything you deliver

Quality Measures

Your performance will be measured against the achievement of targets, against the objectives and responsibilities listed above, and against the following standard criteria:

• Consistent positive client feedback relating to project work.
• Achieving objective targets set in monthly one to one reviews
• Completing high quality self managed tasks on time and to budget
• Maintaining great communication with clients and the team
• Adherence to Ingentive quality standards and assurance
• Maintain knowledge of the Dynamics product and understand road map items, bringing new knowledge and features in to use at the earliest opportunity.
• Maintain and certify on Dynamics, AI and PowerPlatform technologies.
• Behaviour in line with the company values.

Teammates' benefits:

• Bonus Schemes
• Life Assurance
• Private medical cover
• Group income protection
• Great Company Pension
• Enhanced Sick Pay
• Enhanced Family Leave Pay
• Volunteering Leave
• Teammate recognition scheme
• Loyalty award scheme
• 24/7 access to EAP including Wisdom AI app
• Access to Bright Exchange Online marketplace
• Remote working with the 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 for this position. Ingentive are 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 to applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure that suitable adjustments are made, where possible.