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Microsoft Dynamics 365 F&O Technical Consultant – Roles & Responsibilities 1. Technical Development Develop customizations using X++ in Dynamics 365 F&O. Create and extend tables, forms, classes, data entities, and reports. Develop custom business logic following Microsoft's extension-based development model. Build reusable components and frameworks. 2. Integrations Design and develop integrations with external systems using: OData REST/SOAP APIs Custom Services Data Management Framework (DMF) Electronic Reporting (ER), where applicable Integrate D365 F&O with applications such as CRM, HR, banking, payroll, and third-party systems. 3. Data Management Perform data migration using: Data Management Framework (DMF) Data Entities Excel Add-ins Create custom data entities. Support data import/export activities. Validate and reconcile migrated data. 4. Reporting & Document Generation Develop and customize: SSRS Reports Electronic Reporting (ER) Print Management reports Customize document layo

Core Responsibilities Requirements Gathering and Analysis : Lead workshops and meetings with stakeholders to capture and document detailed business requirements, identify pain points, and conduct gap analyses between existing processes and D365 capabilities. Solution Design and Configuration : Design end-to-end functional solutions, leveraging out-of-the-box Dynamics 365 Customer Service and Power Platform features where possible. This includes configuring cases, knowledge management, queues, entitlements, SLAs, security models, and interactive dashboards. Contact Center Specialization : Implement and configure specialized contact center/Omnichannel features, such as unified routing, work streams, capacity profiles, data masking, and authentication settings to manage customer interactions across various channels (chat, email, etc.). Documentation and Training : Create and maintain comprehensive documentation, including functional design specifications, process flows, test scripts, and

Core Responsibilities Requirements Gathering and Analysis : Lead workshops and meetings with stakeholders to capture and document detailed business requirements, identify pain points, and conduct gap analyses between existing processes and D365 capabilities. Solution Design and Configuration : Design end-to-end functional solutions, leveraging out-of-the-box Dynamics 365 Customer Service and Power Platform features where possible. This includes configuring cases, knowledge management, queues, entitlements, SLAs, security models, and interactive dashboards. Contact Center Specialization : Implement and configure specialized contact center/Omnichannel features, such as unified routing, work streams, capacity profiles, data masking, and authentication settings to manage customer interactions across various channels (chat, email, etc.). Documentation and Training : Create and maintain comprehensive documentation, including functional design specifications, process flows, test scripts, and

Responsibilities: - Partner with sales teams to implement Common Minimum Practices of Sales, including GTM planning, pipeline management, and deal tracking to ensure optimal pipeline health and sales performance. - Drive accurate forecasting and contribute to achieving sales targets by managing bookings and conducting business reviews (e.g., QB Rs, bookings reviews). - Lead the deal qualification process in alignment with the vertical strategy, ensuring high-quality deal management and appropriate prioritization. - Collaborate with Finance to drive target planning, aligning annual activities with financial goals for the frontlines. - Work closely with sales teams to implement GTM strategies, including account prioritization, white space mapping, and account planning, while developing client nurturing strategies with support from Marketing and IS. - Develop and execute client outreach strategies, creating customized Points of View (PO Vs) and outreach notes, while governing the engageme

Responsibilities: Lead end-to-end client service delivery and ensure profitable P&L management across global operations. Build, nurture, and expand strategic relationships with client CXOs, process owners, and global stakeholders to drive business growth. Develop and execute strategies for winning new deals, managing seamless transitions, and strengthening existing client engagements. Champion digital transformation by partnering with technology teams to implement innovative solutions in operations. Drive continuous improvement using Lean Six Sigma and other process excellence frameworks to enhance efficiency and client satisfaction. Collaborate cross-functionally with global business and functional leaders to design, commercialize, and scale product offerings. Oversee governance, risk management, and structured performance monitoring to identify gaps, implement corrective actions, and ensure delivery excellence. Qualifications Bachelors - Accounting, Bachelors - Commerce, Bachelors -

Responsibilities: Collaborate with stakeholders, primarily Lifecycle Marketing, to create customer segmentation criteria in Simon Data for use across platforms like Braze, ensuring requirements are correctly captured, validated, and implemented. Develop and QA SQL queries for Simon Data datasets, conducting user acceptance testing to ensure alignment with business requirements and production data. Monitor daily Simon Data runs, troubleshoot ETL failures, optimize queries for efficiency, and communicate root causes and delays to business and marketing partners. Design and implement marketing tech stack solutions, integrating stakeholder data and connecting marketing tools with new data sources. Facilitate the upload and secure delivery of customer lists across internal and external channels, ensuring compliance with information security protocols. Support internal compliance audits and event forwarding processes, gathering specifications, enabling event forwarding in mParticle, and trou

• Calculating, posting business transactions, processing invoices, verifying financial data for use in maintaining accounts payable records • Process invoices with PO / Non-PO • Review invoices and requisitions for satisfactory payment approval • Ensure quality of AP processes, handling of all not compliant and not standard processes within the country • Verify and calculate all extensions and totals on invoices (calculating and taking discounts when applicable) • Check vendor files for any previous payments and assign voucher numbers. Prepare vouchers listing invoice number, date, vendor address, item description, amount and coding per accounting policies and procedures • Identify & implement AP improvements • Vendor reconciliation and manage vendor payments cycle, GRIR reconciliations, Vendor advance etc Qualifications Bachelors - Accounting, Bachelors - Commerce, Bachelors - Economics, Bachelors - Finance, Masters - Finance Certifications Accounts Payable Certification - F-TecF-Tec,

Responsibilities: Create and deliver high-quality creative assets across digital and print, including websites, marketing collateral, social media, and presentations. Collaborate with cross-functional teams to translate business objectives into engaging design solutions aligned with brand guidelines. Conceptualize and present design ideas and visual storytelling approaches to stakeholders, incorporating feedback into final deliverables. Mentor and support junior designers, providing feedback and guidance to elevate creative quality and consistency. Stay updated on creative design trends, tools, and techniques, applying them to enhance project impact. Oversee the production and implementation of designs across multiple platforms and mediums to ensure accuracy and consistency. Manage multiple design projects simultaneously, ensuring timely delivery while maintaining creative excellence. Qualifications Bachelors - Communication, Bachelors - Design, Bachelors - Graphic Design, Bachelors -

Responsibilities: primarily handles policy, underwriting, and claims-related transactions , supporting brokers/underwriters with documentation, data entry, and processing. They ensure accuracy, compliance, and SLA adherence while managing high volumes of work. The role also involves client communication, record maintenance, and coordination with onshore teams to ensure smooth end-to-end execution. Good Communication Skills Word processing (Typing) skills both alpha and numerical   High level attention to detail and accuracy   Demonstrated delivery of high quality output   Should have sound knowledge of Insurance industry   Knowledge of technology and standard desk top packages: MS/Excel, MS/Word,    Good written and spoken English is a must   Ability to work under pressure   Ability to respond to stretch situations of volume spikes as and when the need arises Qualifications Bachelors - Actuarial Science, Bachelors - Economics, Bachelors - Finance, Bachelors - Risk Management and Insura

Making collection calls to the customers, emailing/faxing invoices or getting hard copies mailed out to customers as per their requests. Understanding of all aspects of Cash allocation in accordance with customer remittances including deep validation experience and report out to business. Cash Application Allocating payments in accordance with customer remittances. Collaborating closely between all entities of AR (different entities) and keep track of all aged receivables including current ageing buckets. Act as Subject Matter Specialist for the AR processes, complete know-how and understanding of the AR value chain. Experience of working with a real estate client will be a preference. Create and update the Standard Operations Procedure and other updates received from time to time. Should be able to deal with clients for any query or information. Identify and resolve unidentified cash and manage end to end process of Cash applications. Process cash application functions to invoices at

Responsibilities Provide day-to-day support to insurance brokers in preparing quotes, proposals, and renewal documents. Conduct basic research on insurance products, pricing options, and market trends to support client servicing. Communicate with clients to collect necessary information, clarify requirements, and respond to routine inquiries. Assist in processing insurance applications, endorsements, and policy documentation accurately and within deadlines. Handle administrative and operational tasks including data entry, filing, record maintenance, and report generation. Ensure all activities adhere to company policies, compliance requirements, and regulatory standards. Collaborate with internal teams to ensure smooth workflow and timely completion of tasks. Qualifications Bachelors - Actuarial Science, Bachelors - Economics, Bachelors - Finance, Bachelors - Risk Management and Insurance, Masters - Statistics Certifications Associate in Claims (AIC) - The Institutes (USA)The Institute

Responsibilities Develop transformative AI/ML solutions to address our clients' business requirements and challenges   Experience in AI/ML Architecture .   Excellent knowledge on Python   Good Understanding of LLMs and Gen AI technologies.(Azure Open AI, Lang Chain etc.)   Experience in Agentic AI and RAG    Cloud Services - AWS, GCP, Azure and Cloud Native [Any one cloud service is mandatory]   Close the gap between AI research and production to create ground-breaking new products, features and solve problems for our customers with GenAI   Build and implement machine learning models and prototype solutions for proof-of-concept   Scale existing AI models into production on a variety of cloud platforms with GenAI   Analyze and resolve architectural problems, working closely with engineering, data science and operations teams.   Good working knowledge on deep learning and advanced NLP techniques    Analysing the use cases of ML algorithms and ranking them by their success probability   

Responsibilities Execute advanced statistical and risk modeling tasks. Support development of predictive models and scenario analysis. Provide insights to improve financial and operational performance. Collaborate with teams to refine analytical approaches. Ensure accuracy and consistency in model documentation. Qualifications Bachelors - Business Analytics, Bachelors - Computer Science, Bachelors - Statistics, Masters - Data Science Certifications Financial Risk Manager (FRM) - LinkedIn LearningLinkedIn Learning, Microsoft Certified: Azure Data Engineer Associate - MicrosoftMicrosoft, Microsoft Certified: Azure Data Scientist Associate - MicrosoftMicrosoft, Microsoft Certified: Fabric Analytics Engineer Associate (DP-600) - MicrosoftMicrosoft, Professional Risk Manager (PRM) - International Business Management Institute (IBMI)International Business Management Institute (IBMI) Required Skills Audit Risk Assessments, Credit Risk Analytics, Operational Risk Assessment, Risk Analytics, Ri

Responsibilities Lead analytical workstreams focused on risk and forecasting. Develop and validate models using statistical techniques. Interpret data to support strategic decisions. Coordinate with stakeholders to gather requirements. Document findings and present actionable insights. Qualifications Bachelors - Business Analytics, Bachelors - Computer Science, Bachelors - Statistics, Masters - Data Science Certifications Financial Risk Manager (FRM) - LinkedIn LearningLinkedIn Learning, Microsoft Certified: Azure Data Engineer Associate - MicrosoftMicrosoft, Microsoft Certified: Azure Data Scientist Associate - MicrosoftMicrosoft, Microsoft Certified: Fabric Analytics Engineer Associate (DP-600) - MicrosoftMicrosoft, Professional Risk Manager (PRM) - International Business Management Institute (IBMI)International Business Management Institute (IBMI) Required Skills Audit Risk Assessments, Credit Risk Analytics, Operational Risk Assessment, Risk Analytics, Risk Management Language Engl

Responsibilities Perform advanced data analysis to support risk modeling and forecasting. Assist in developing statistical models and analytical tools. Interpret data trends to inform business decisions. Collaborate with cross-functional teams on analytics projects. Ensure accuracy and consistency in analytical outputs. Qualifications Bachelors - Actuarial Science, Bachelors - Finance, Bachelors - Mathematics, Bachelors - Statistics, Masters - Data Science Certifications Financial Risk Manager (FRM) - LinkedIn LearningLinkedIn Learning, Microsoft Certified: Azure Data Engineer Associate - MicrosoftMicrosoft, Microsoft Certified: Azure Data Scientist Associate - MicrosoftMicrosoft, Microsoft Certified: Fabric Analytics Engineer Associate (DP-600) - MicrosoftMicrosoft, Professional Risk Manager (PRM) - International Business Management Institute (IBMI)International Business Management Institute (IBMI) Required Skills Audit Risk Assessments, Credit Risk Analytics, Operational Risk Assessm

Responsibilities Perform data analysis to support risk and financial modeling. Assist in developing predictive models and dashboards. Interpret trends and patterns to inform business decisions. Collaborate with team members on project delivery. Maintain documentation and ensure data integrity. Qualifications Bachelors - Business Analytics, Bachelors - Computer Science, Bachelors - Statistics, Masters - Data Science Certifications Financial Risk Manager (FRM) - LinkedIn LearningLinkedIn Learning, Microsoft Certified: Azure Data Engineer Associate - MicrosoftMicrosoft, Microsoft Certified: Azure Data Scientist Associate - MicrosoftMicrosoft, Microsoft Certified: Fabric Analytics Engineer Associate (DP-600) - MicrosoftMicrosoft, Professional Risk Manager (PRM) - International Business Management Institute (IBMI)International Business Management Institute (IBMI) Required Skills Audit Risk Assessments, Credit Risk Analytics, Operational Risk Assessment, Risk Analytics, Risk Management Langu

Responsibilities: Analyze key financial and business performance metrics, providing insights to support decision-making. Develop and recommend performance improvement strategies to enhance operational efficiency and effectiveness. Collaborate with cross-functional teams to identify and resolve process gaps impacting business performance. Implement and maintain performance monitoring tools, dashboards, and reporting frameworks. Prepare and present regular performance reports, highlighting trends, variances, and actionable insights for senior management. Drive continuous improvement initiatives by identifying opportunities to optimize FP&A processes and controls. Support departments with performance management best practices and ensure alignment with organizational goals. Qualifications Bachelors - Accounting, Bachelors - Commerce, Bachelors - Economics, Bachelors - Finance, Masters - Finance Certifications Certified Financial Analyst (CFA) - SkillabSkillab, Certified Financial Planner (

AOP, monthly forecasting of Revenue, cost lines including SG&A, IT, STIP etc. and drive it through Performance reviews and Dashboards. Financial Performance Tracking, Analysis, & Reporting: Flash, including variance analysis to senior management on financial issues and performance. Weekly Updates (updates from Divisions, SC, and Selling, General, and Administrative (SG&A) Supporting Division finance and other vertical with reporting, forecasting and variance analysis. Manage multiple stakeholders and be responsible for supporting the metrics reporting for the relevant process Cross functional collaboration for consolidations of forecasts and AOP Prepare accurate monthly financial reports, thoughtful and meaningful analysis Identify and research variances to forecast, budget and prior year revenue, expenses and proactively identify opportunities for improvements Financial Modelling and Scenario building: Support team with ad-hoc scenario building by using necessary financial models. Col

Budgeting & Forecasting Lead or support the development of annual budgets, quarterly forecasts, and long-range financial plans. Coordinate with business unit leaders to gather inputs and align financial goals with strategic objectives. Ensure accuracy, consistency, and timeliness in all financial forecasts and planning cycles. 2. Financial Analysis & Insights Perform detailed variance analysis (actual vs. budget/forecast) and provide actionable insights to business stakeholders. Analyze key performance indicators (KPIs), cost drivers, revenue trends, and profitability metrics. Deliver financial models and scenario analyses to support strategic initiatives, investment decisions, or cost-saving opportunities. 3. Reporting & Dashboards Prepare and present monthly, quarterly, and annual financial performance reports to senior leadership. Design and maintain dashboards for real-time monitoring of business performance and financial health. Support consolidation and reporting of global or reg

Responsibilities: Lead, Review and validate regulatory (IFRS-17, Solvency II) and internal reports (KRI delivery, sustainability reports) requirements prepared by the consultant before finalization. Act as the primary operational link between the reporting execution team and senior leadership. Oversee data sourcing, data mapping, and reporting logic to ensure alignment with approved business requirements and reporting standards. Review data quality rules, assess material exceptions and ensure appropriate escalation and remediation actions are taken. Perform/review user acceptance testing (UAT) for regulatory reports and ensure issues are resolved prior to sign-off. Ensure reporting outputs meet internal governance standards and regulatory requirements. Manage reporting timelines, any dependencies, and inter-team coordination to ensure on-time deliverables. Maintain oversight of change management by ensuring all report changes are documented, justified, and approved. Support final submi