Microsoft Dynamics 365 Finance Optimization & Customer Outcome Manager at Crowe Advisory LLC | Austin, TX, US | Rezi

Microsoft Dynamics 365 Finance Optimization & Customer Outcome Manager at Crowe Advisory LLC

Microsoft Dynamics 365 Finance Optimization & Customer Outcome Manager

Crowe Advisory LLC · Austin, TX, US

3 days ago

Microsoft Dynamics 365 Finance Optimization & Customer Outcome Manager

Crowe Advisory LLC · Austin, TX, US

3 days ago
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About the Role

Crowe's Microsoft AI Business Solutions practice is expanding, and we're seeking an experienced Microsoft Dynamics 365 Finance Consultant to lead our growing post-go-live optimization and continuous improvement offering. This role partners with clients already live on D365 Finance to close the gap between system capabilities and actual delivery. It offers meaningful impact, autonomy, and a clear path to practice leadership.

Responsibilities

  • Assess live D365 Finance environments to identify underused features, configuration drift, and gaps between designed process and actual usage, then build a prioritized roadmap to close them.
  • Advise finance and operations leaders on how to realize more value from their existing D365 investment, including new capability delivered through Microsoft's ongoing release waves.
  • Lead functional enhancements, feature optimization, data integrity remediation, and user experience improvements that drive adoption and measurable ROI.
  • Own the enhancement backlog: triage change requests, scope and sequence the roadmap, and guide delivery teams through design, testing, and release with minimal disruption to live operations.
  • Distinguish "fix it" issues from "improve it" opportunities, and route each to the right team and cadence.
  • Identify opportunities to apply agentic AI and Copilot-driven automation to back-office finance processes — AP/invoice matching, collections, reconciliations, close tasks — reducing manual effort and freeing finance teams for higher-value analysis.
  • Participate in quality reviews and steer engagement teams through assessment, enhancement, and release phases.
  • Contribute to Crowe's optimization methodologies, accelerators, and best practices; mentor team members; and help grow our post-go-live offering.
  • Engage in team-building and internal initiatives, leveraging non-client time for personal development and practice enhancement.

Requirements

  • Bachelors degree required.
  • 4+ years of hands-on D365 Finance experience, including meaningful time supporting or optimizing live production environments — not solely net-new implementations.
  • Proven track record identifying and closing the gap between a system's designed capability and how it's actually being used — root-causing adoption issues, not just resolving tickets.
  • Strong functional expertise across core finance and operational modules (GL, AP, AR, FA, Cash/Bank, Reporting, etc.), including how they behave under real-world conditions: data volume, period-close pressure, and integration dependencies.
  • Ability to lead enhancement and optimization roadmaps, translate business pain points into scoped, sequenced improvements, and guide teams through execution.
  • Excellent communication skills with experience engaging C-suite and director-level stakeholders — including the harder conversation of explaining why "just add a feature" isn't always the right fix.
  • Demonstrated ability to manage a rolling backlog, produce high-quality work products, and lead engagements with minimal oversight.
  • Experience in Manufacturing or Distribution environments; Metals industry exposure highly valued.
  • Strong functional expertise across operational modules (Procurement, Inventory, etc.).
  • Experience with complementary ISV solutions within the D365 ecosystem, including how they're affected by platform updates over time.
  • Familiarity with Microsoft's D365 release-wave cadence and change management practices for live environments.
  • Experience designing or implementing agentic AI or Copilot-based workflows for finance or back-office processes.
  • Prior consulting experience within a professional services environment, ideally including managed services, AMS, or post-go-live support.
  • Uphold Crowe’s values of Care, Trust, Courage, and Stewardship.
  • Act ethically and with integrity at all times.

Skills

  • Microsoft Dynamics 365 Finance
  • Post-go-live optimization
  • Continuous improvement
  • Functional enhancements
  • Feature optimization
  • Data integrity remediation
  • User experience improvements
  • Backlog management
  • Agentic AI
  • Copilot-driven automation
  • Quality reviews
  • Assessment
  • Enhancement
  • Release phases
  • Optimization methodologies
  • Accelerators
  • Best practices
  • Team-building
  • Personal development
  • Practice enhancement
  • Client relationship management
  • D365 certifications in Finance or related modules
  • CPA
  • CMA
  • CFA
  • Core finance modules
  • Operational modules
  • GL
  • AP
  • AR
  • FA
  • Cash/Bank
  • Reporting
  • Integration dependencies
  • Communication skills
  • C-suite engagement
  • Director-level stakeholder engagement
  • Work product quality
  • Engagement leadership
  • Manufacturing environments
  • Distribution environments
  • Metals industry
  • Procurement
  • Inventory
  • ISV solutions
  • Microsoft D365 release-wave cadence
  • Change management
  • AI workflows
  • Back-office processes
  • Professional services
  • Managed services
  • AMS
  • Post-go-live support

Location

  • Remote-first with periodic on-site visits

Work Type

  • Full-time
  • Remote
  • Hybrid

Experience Level

  • Experienced
  • 4+ years of hands-on D365 Finance experience

Education Level

  • Bachelors degree
  • D365 certifications in Finance or related modules
  • CPA
  • CMA
  • CFA

Salary/Compensations

  • $103,200.00 - $210,900.00 per year

Benefits

  • Comprehensive total rewards package
  • Career Coach guidance
  • Certification support
  • Training
  • Conferences
  • Thought leadership opportunities

About the Company

  • Crowe provides professional services through Crowe LLP (audit and attest) and Crowe Advisory LLC (tax, advisory, consulting, and other nonattest services).
  • The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries.
  • Crowe LLP and Crowe Advisory LLC serve clients worldwide as independent members of Crowe Global.

Equal Opportunity

  • Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
  • Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
  • We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.