John Adrian Smith

Senior Business Analyst and Microsoft Dynamics 365 Finance Functional Consultant with over 20 years of experience delivering ERP and finance transformation initiatives across complex, multi-entity environments. Currently guiding the finance workstream for a Dynamics 365 F&O implementation at Oppenheimer Generations, including process refinement, functional design, end-to-end testing, data validation, and phased go-live delivery across 40+ entities. Strong expertise in translating business requirements into practical system solutions, working closely with finance stakeholders and technical teams, and ensuring alignment between business processes and system functionality.

Proven ability to resolve functional and system challenges and support successful go-live and post-go-live stabilisation.

Senior Business Analyst / D365 Finance Functional Consultant at Oppenheimer Generations (2025-07 – Present)

• Guiding the finance workstream for a multi-entity Microsoft Dynamics 365 F&O implementation, replacing legacy Sage systems across 40+ legal entities.
• Managing phased go-live delivery (Group 1–4), with Groups 1–3 successfully deployed and final rollout nearing completion.
• Driving end-to-end testing (E2E) across multiple rollout phases, including scenario design, validation, and refinement of test scenarios and coverage.
• Driving functional design decisions across key finance processes, including: Intercompany and centralised payment processing; Petty cash handling (Cash & Bank vs GL journals); Fixed asset depreciation requirements and configuration validation.
• Acting as the primary liaison between business stakeholders and implementation partner (Altron), ensuring alignment on system behaviour, process design, and configuration decisions.
• Guiding stakeholder engagement with finance leads across the UK and South Africa to define, validate, and refine business processes.
• Performing root cause analysis and providing functional guidance on D365 system behaviour, including General Ledger posting profiles, financial tag issues, and reporting structures.
• Supporting reporting design and financial data integrity, including analysis of year-end account rollup behaviour and advising on reporting approaches.
• Designing and structuring procurement category hierarchies aligned to financial reporting and GL posting requirements.
• Coordinated the integration of external exchange rate services (Oanda) into D365 F&O, ensuring accurate and automated currency rate feeds.
• Supported and coordinated early-stage integration activities with Treasury One for payments and bank statement processing, working with internal stakeholders, implementation partners, and external providers; assisted in enabling interim payment processes via banking platforms pending full integration.

Senior Microsoft Dynamics 365 F&O Financial Consultant at Purple Window (2020-12 – 2025-03)

• Delivered finance solutions within full-cycle D365 F&O implementations.
• Configured and optimised Finance modules including GL, AP, AR, Fixed Assets, and Procurement.
• Managed functional design, testing, and UAT coordination.
• Prepared training materials.
• Ensured compliance with IFRS standards and validated complex financial processes.

Senior Microsoft Dynamics 365 F&O Financial Consultant at Purple Window (Europcar & SRG Holding) (2020-12 – 2025-03)

Project: D365 Finance

• Configured the Asset Leasing module for Europcar.
• Designed ROI and deferred revenue calculations for SRG Holding.

Microsoft Dynamics 365 F&O Financial Consultant at Purple Window (Capital Limited) (2020-12 – 2025-03)

• Led the finance workstream for a multinational D365 F&O implementation.
• Conducted fit-gap analysis and business process mapping across AP, AR, GL, Budgeting, and Fixed Assets.
• Prepared Functional Requirements Documents (FRDs) and Technical Design Documents (TDDs).
• Configured workflows and optimised system functionality to meet business needs.
• Managed data migration from legacy systems using Data Management tools.
• Delivered UAT, end-user training, and post-go-live support.
• Implemented D365 F&O across multiple African entities.
• Designed consolidated financial reporting and management accounts.

Microsoft Dynamics 365 F&O Financial Consultant at Purple Window (Rhodium Enterprises Inc.) (2020-12 – 2025-03)

Project: Dynamics 365 F&O: Rhodium is a founder-led, Texas-based, digital asset technology company utilising proprietary tech to self-mine bitcoin. They create innovative technologies to be the most sustainable and cost-efficient producer of bitcoin in the industry.

• Managed a full-cycle D365 F&O implementation across 15 legal entities.
• Configured Finance and Procurement modules using Agile methodologies.
• Led stakeholder workshops and functional design sessions.
• Coordinated UAT and data migration activities.
• Delivered consolidated financial reporting and elimination rules.

Microsoft Dynamics AX Financial Consultant at SIS Global (2014-01 – 2020-11)

• Implemented and supported Microsoft Dynamics AX across global organisations.
• Facilitated requirements gathering, system configuration, and end-user training.
• Supported Agile delivery and post-go-live optimisation.

Microsoft Dynamics AX Financial Consultant at SIS Global (IHS Towers) (2014-01 – 2020-11)

Key Projects: D365 Finance implementation across multiple African regions.

Microsoft Dynamics AX Financial Consultant at SIS Global (Tishman Speyer) (2014-01 – 2020-11)

Key Projects: Global AX 2012 R3 rollout across 8 regions and 1,200+ companies.

AX Project Consultant at Revlon

Financial Controller at Hilti

Various Finance and ERP Roles at Software AG, Trentyre, Business Connexion, Johnson Controls, Welfit Oddy

Delivered financial leadership, ERP implementations, and business transformation initiatives across multinational organisations.

Bachelor of Commerce in Commerce – University of Port Elizabeth (1994)

CIMA Part Qualified in Advanced Management Accounting - Strategic Level

Prince II in Project Management (2006)