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financial consultant

field: finance

as a financial consultant of the xtricate consulting team you will focus on delivery of financial and functional aspects of microsoft dynamics NAV and business central. ability to manage support and deliverables from inception to customer signoff and meeting agreed upon project milestones is key. this position will be also be engaged for business analysis, scope of work and requirements definition, estimating, solution design and product demonstrations. successful candidates will be self-motivated and driven to exceed customer satisfaction standards. they will also possess a strong, professional work ethic and good team management skills to support their regular onsite client interactions.

job responsibilities

  • manage dynamics NAV/business central related projects or demonstrations (participate in discovery, design, planning deployment)  

  • understand client user and system requirements and identify specific enhancement setups and adjustment

  • handling and documenting customer 1st and 2nd level support requests  document financial business requirements and functional specifications

  • analyze client business process and recommend way to improve or re-engineer for optimum performance in compliance with local laws

  • manage client expectations, the project team (internal and external) and provide great customer service 

  • setup MIS/KPI reports

  • provide data migration and conversion services

  • provide application trainings to client users

  • work with application developers during development and testing phases

  • setup and configure dynamics NAV/business central for customer environment 

  • preparing project and solution documentation

  • provide how-to content for xtricate social media


  • degree in business administration or accounting   

  • excellent written and verbal communication skills  

  • self-motivated and self-responsible, with good team and customer management skills   

  • strong microsoft office application skills  

  • ability to identify user requirements and translate into defined specifications   

  • financial services work experiences and good user knowledge of ERP software is an asset  

  • knowledge of business process financial, procurement, product manufacturing and distribution sales and customer service  

  • willing to travel as required for customer engagement

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