Finance | Business Analysis | Dynamics 365
An opportunity to help a finance team get greater value from its Dynamics 365 investment, while shaping its future approach to budgeting, forecasting and planning.
About the Client
Our client is a well established Australian fresh food and grocery retailer, with a network of stores mostly across Sydney and NSW.
The business is known for its focus on quality and people first.
The finance team runs on Dynamics 365 and is now focused on closing the gap between how finance works today and what Dynamics can deliver, while also reviewing its future approach to budgeting, forecasting and planning.
Where do you come in?
You are hands-on with Dynamics 365 in a finance environment and confident working closely with finance stakeholders.
You can understand how a finance team actually works, clarify what it needs, and turn that into requirements technology teams can deliver.
You act as the bridge between the two, bringing clarity to requirements and helping both sides agree on what matters most.
The Challenge & Opportunity
This role sits at the point where finance and technology meet, in an environment where processes are still being defined.
Some process mapping already exists, so the initial focus will be reviewing that work, assessing current functionality and turning the gaps into a clear, practical programme of improvements.
The opportunity includes:
Reviewing existing process mapping and assessing current Dynamics 365 functionality
Identifying where Dynamics falls short of what finance needs
Shaping a practical programme of improvements




Contributing to discussions about the organisation's future planning approach, including its current IBM Planning and Analytics setup
What You'll Do
Work with finance stakeholders to understand processes, needs and priorities
Review existing process mapping and assess how current Dynamics 365 functionality supports the finance team
Identify gaps and document clear requirements
Help shape a practical programme of improvements
Work with technology teams to translate finance requirements into deliverable changes
Contribute budgeting, forecasting and planning experience to discussions about the future planning approach
What We Are Looking For
Strong, hands-on Dynamics 365 experience in a finance workplace (a MUST HAVE)
Sound understanding of finance functions and confidence working closely with finance stakeholders
Business analysis skills, including eliciting requirements, assessing current processes and turning gaps into clear priorities
Experience with budgeting, forecasting or planning processes
Comfort working in a collaborative team where processes are still being defined
Non-Essentials (But Nice to Have)
IBM Planning and Analytics (TM1) experience.
Deep expertise is not required; an understanding of the underlying planning and forecasting concepts matters more.
Culture & Work Style
This is a hybrid role, with three days in the office and two from home.
The team values collaboration, practical thinking and clear communication, and you will play a visible role in shaping how finance and technology work together.
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📌 Technical Business Analyst - Finance (Sydney)
🏢 LemmeRecruit.
📍 Sydney