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Interim ERP Implementation PM (R2R & P2P)
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Interim Workstream Lead, Record to Report and Plan to Perform – Microsoft Dynamics 365 Finance & Operations
Role Basis – 18-month FTC for large cap PE backed business
Location – hybrid, based between Hampshire (minimum 2 days per week, more in intensive workshop periods) with travel to other locations as required.
Reports to – Head of Finance Transformation
Salary – Competitive day rate
Role Overview
The Workstream Lead, Record to Report and Plan to Perform will be responsible for leading and driving the full workstream activity and deliverables for these areas, working alongside the other workstream leads, within the Finance element of the business's Microsoft Dynamics 365 F&O implementation.
Working on the business side of the implementation, this workstream lead role bridges business & technology stakeholders, Finance leadership, and implementation partners to ensure business requirements are translated into smart ERP solutions that optimise the technology investment, drive best practice and embed controls for Record to Report and Plan to Perform.
Although focused on Record to Report and Plan to Perform, all Finance workstream leads will also need to work across workstreams and end to end to ensure that all Finance processes work together in the design and through implementation. It is an opportunity to make a lasting impact by shaping and implementing modern ERP solutions in a fast-paced and dynamic business.
Key Responsibilities
- Workstream Leadership & Coordination: Lead the Record to Report and Plan to Perform workstream inputs and delivery to time and quality for the project phases including vision, validate, construct, test, deploy, hyper care and handover to BAU.
- Requirements Gathering & Solution Design: Work with other F&O workstream leads, process owners and subject matter experts and best practice from the implementation partner to ensure that business requirements for Record to Report and Plan to Perform are captured, out of the box functionality is maximised, an effective control environment with clear segregation of duties is embedded and the solution design for D365 F&O modules is validated.
- Data, Testing & Cutover: Support Record to Report and Plan to Perform Finance data mapping & reconciliation, chart of accounts definition, reporting requirement definition, understanding Finance reporting needs and how that will be delivered via D365 F&O and test script scenario inputs to the project. Support Finance UAT of processes together with process owners, support defect rectification and business cutover readiness.
- Change Management, Training & Adoption: Lead on change activity for Record to Report and Plan to Perform including role mapping, organisational design and change adoption. Support and fully input to project change activity including, change impact analysis, training planning & development, developing process artifacts (e.g. SOPs) and end-user adoption activities, acting as a key advocate for change for Record to Report and Plan to Perform.
- Governance, Risk & Quality Assurance: Support the Head of Finance Transformation with Record to Report and Plan to Perform workstream inputs to project PMO and overall governance activity, supporting the business case definition and updates, identifying workstream risks and resolutions, supporting decision governance, and ensuring workstream deliverables meet time and quality standards.
- Collaboration: Work collaboratively across all project workstreams to ensure that the overall solution design hangs together and meets project objectives. Support resolution of cross-functional process challenges and complex issues during implementation. Support the Head of Transformation in any other ad hoc activity required for delivery across the Finance workstreams.
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Skills & Experience Required
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Essential
- Professional finance qualification (ACCA, CIMA, ACA).
- Strong hands-on functional experience of end-to-end finance processes (R2R, Plan to Perform (FP&A), Inventory, Costing, Data, Reporting and Controls).
- Experience in business process and solution design, understanding and translating business requirements, and championing process improvement & best practice adoption.
- Experience with testing cycles, data migration, and cross functional dependencies.
- Strong stakeholder management and communication skills.
Preferred
- Experience in ERP implementation workstreams (preferably Dynamics 365 F&O).
- Experience working in high volume transactional environments (especially an auction environment).
- Familiarity with Power BI, Power Automate, or broader Microsoft ecosystem.
Personal Attributes
- Strong communicator able to influence and drive decision-making at different levels of the organisation and with implementation partners.
- Highly organised and effective at managing work to quality and deadlines.
- Collaborative, adaptable, and resilient under pressure.
- Analytical with strong problem-solving capabilities.
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