Job Summary
The Microsoft Dynamics ERP Solution Consultant is responsible for designing, implementing, and optimizing payment and treasury automation solutions within Dynamics 365 Finance & Operations and Dynamics 365 Business Central environments.
This role works closely with clients and cross-functional teams to streamline financial operations, improve payment workflows, and ensure seamless integration with financial services.
Key Responsibilities
Lead end-to-end implementation of payment solutions within Dynamics 365 Finance & Operations and/or Business Central environments
Conduct business requirements analysis across financial processes including accounts receivable, accounts payable, banking, cash management, sales order processing, and general ledger
Configure Dynamics modules, workflows, and security roles to support payment processing, settlement, and reconciliation
Support system integrations including API mapping, data validation, connection testing, and troubleshooting
Translate business and treasury requirements into functional design specifications
Validate end-to-end payment workflows including authorization, settlement, refunds, chargebacks, and cash application processes
Act as a subject matter expert for Dynamics ERP payment workflows and banking integrations
Advise clients on best practices for cash management automation, reconciliation, and financial controls
Provide training, documentation, and knowledge transfer to clients and administrators
Collaborate with internal product teams to provide client feedback and support product enhancements
Ensure alignment between business requirements and technical solutions Required Qualifications
3+ years of hands-on experience with Microsoft Dynamics 365 Finance & Operations and/or Dynamics 365 Business Central
Strong understanding of financial operations including accounts receivable, accounts payable, banking, cash management, and order-to-cash processes
Experience integrating payment gateways, treasury systems, or financial services with ERP platforms
Knowledge of Dynamics workflows, financial modules, and security/role configurations
Ability to translate business requirements into functional designs and solution recommendations
Strong communication skills and client-facing experience
Ability to work onsite as required and collaborate with cross-functional teams Preferred Qualifications
Microsoft certifications in Dynamics 365 Finance, Business Central, or Power Platform
Experience with payment processing methods such as ACH, card processing, RTP, or wire transfers
Background in ERP consulting, fintech, or financial services integration
Familiarity with Power Automate, Power BI, or Dataverse
Experience with API-based integrations or ERP extensions concepts