Role Overview

To deliver high-quality consultancy services remotely and at customer sites throughout the full lifecycle of finance software implementation projects.

This role is responsible for leading customer discovery and requirements analysis, designing and configuring practical, supportable solutions, facilitating workshops, coordinating testing, delivering role-based training, preparing customers for go-live and supporting the transition into business-as-usual operations.

The successful candidate will implement and configure Continia Document Output, Document Delivery, Document Capture and Expense Management within Microsoft Dynamics 365 Business Central. They will work closely with customers, Project Managers, developers, support teams and other consultants to manage delivery risks, dependencies, scope and customer expectations, ensuring implementations are delivered within agreed timescales and to the required quality standards.

Key Responsibilities

• Implementation Delivery: Deliver consultancy activities throughout the implementation lifecycle, including discovery, requirements analysis, solution design, configuration, workshops, testing, training, go-live preparation and post-go-live support.

• Continia Document Capture: Implement and configure Document Capture to support efficient purchase invoice processing, document recognition, approval workflows and integration with Eque2 Evision and Microsoft Dynamics 365 Business Central.

• Document Output and Delivery: Implement and configure Continia Document Output and Document Delivery to meet customer requirements for document generation, formatting, distribution and communication.

• Expense Management: Implement and configure Continia Expense Management, including expense types, policies, approval workflows, payment methods, user setup and mobile application processes.

• Requirements and Solution Design: Gather, analyse and validate customer requirements, translating business needs into practical, supportable solutions aligned with standard product functionality and agreed project scope.

• Project Documentation: Produce clear and accurate analysis reports, configuration records, process documentation, test plans, training materials and other project deliverables in accordance with the Eque2 implementation methodology.

• Data and Configuration Validation: Review customer master data, configuration inputs and integration requirements, identifying gaps, risks, assumptions and dependencies that could affect implementation quality or delivery timescales.

• Workshops and Training: Plan and facilitate customer workshops, process reviews and role-based training sessions, supporting users through business process changes and encouraging effective solution adoption.

• Testing and Issue Resolution: Plan and coordinate testing of standard functionality, integrations, updates and approved customisations. Record test outcomes, investigate issues and work with relevant stakeholders to agree and implement appropriate resolutions.

• Project Coordination and Communication: Work closely with customers, Project Managers, developers, support teams and other consultants to coordinate activities, communicate progress, manage dependencies, escalate risks and issues, and control changes to agreed scope.

• Go-Live and Transition to Support: Prepare customers for go-live, support implementation cutover activities, resolve implementation-related issues and facilitate a smooth transition into business-as-usual operations.

• Quality and Continuous Improvement: Maintain high standards of consultancy delivery, documentation and customer service, contributing to the continuous improvement of implementation processes and working practices.

• Other Duties: Undertake any other duties that are reasonably commensurate with the level and responsibilities of the role.

Qualifications

• A qualification in finance, accountancy, Business Information Systems, IT or a related discipline, or equivalent relevant professional experience.

Skills, Knowledge and Experience

Essential

• Experience of implementing or supporting finance software within a professional services or consultancy environment.

• Working knowledge of Microsoft Dynamics 365 Business Central, including core finance processes, system configuration and integration points.

• Understanding of purchase-to-pay processes, accounts payable, purchase invoice processing, document distribution, approval workflows and employee expense management.

• Experience of delivering software implementations through requirements analysis, solution design, configuration, testing, training, go-live and transition to support.

• Ability to translate business requirements into practical, supportable solution designs that meet customer needs.

• Strong written and verbal communication skills, with the confidence to engage professionally with stakeholders at all levels, including Directors and senior management.

• Strong documentation, presentation, workshop facilitation and customer training skills.

• Good working knowledge of Microsoft Office, particularly Excel, including the ability to analyse data and support implementation activities.

• Ability to manage competing priorities, maintain composure under pressure and work effectively both independently and as part of a wider project team.

• Proven ability to build effective working relationships, manage customer expectations and communicate technical information in a clear, accessible manner.

• Strong analytical and problem-solving skills, with a structured, quality-focused approach to implementation delivery.

• A proactive approach to identifying risks, resolving issues and escalating matters appropriately.

• A valid UK driving licence and willingness to travel to customer sites across the UK when required.

Desirable

• Knowledge of Continia Document Capture, Document Output, Document Delivery and Expense Management, or demonstrable experience with comparable document automation, invoice processing or expense management solutions.

• Experience of integrating finance applications with Microsoft Dynamics 365 Business Central and/or Eque2 Evision.

• Knowledge of finance and accounting processes within the construction industry and related sectors.

• Familiarity with software development, release management, testing and change control lifecycles.

• Experience of working with implementation methodologies, project governance and formal project documentation.

• Relevant Microsoft Dynamics, Business Central or Continia product certifications.

Success in the Role

Success in this role means delivering high-quality Continia implementations that meet agreed customer requirements, project scope, timescales and professional standards.

The successful consultant will build strong customer relationships, translate business requirements into effective, supportable solutions and manage risks, dependencies and expectations throughout the implementation lifecycle. They will support effective solution adoption and ensure customers transition smoothly into business-as-usual operations.

They will also contribute to the wider success of the consultancy team through effective collaboration, accurate project documentation, continuous improvement and consistently professional, customer-focused delivery.

Ready to take your Continia expertise to the next level? Join Eque2 as a Business Consultant and make your next move count.

Our Commitment to inclusion

We are proud to be an equal opportunities employer, committed to creating an inclusive environment where everyone feels valued and has the opportunity to thrive.