Specialist Interim Capability

Most D365 finance programmes reach critical moments without the right expertise available on the client side. We identify precisely where capability is needed and deploy the right specialists to deliver it.

The Challenge

The Resourcing Reality

Programmes advancing without dedicated finance expertise in place. Workstream leads stretched across delivery and business as usual. Decisions made without D365 finance specialism. Integration points missed. The programme moves forward but client-side capability remains exposed.

How It Works

What Specialist Interim Capability Delivers

The right specialist, in the right workstream, at the right moment. We resource your D365 finance programme with senior interim capability aligned to your delivery priorities, programme stage, and engagement model.

1

Purchase to Pay

Embedding AP automation, three-way match configuration, and supplier payment expertise directly into your D365 P2P workstream delivery.

2

Record to Report

Accelerating financial close design, intercompany reconciliation, and the integrity of GL, cost accounting, and consolidated reporting workstreams.

3

Order to Cash

Deploying AR collections, cash application, credit management, and revenue recognition specialists within your D365 finance programme environment.

4

Financial Reporting

Delivering accurate, timely, board-ready reporting capability through D365 Financial Reporter and Power BI across entities, currencies, and consolidation requirements.

5

Master Data & Integration Specialists

Deploying specialists who resolve the data, integration, and configuration challenges that require dedicated expert attention across your D365 environment.

6

Controls & Audit Readiness

Ensuring financial controls are designed and embedded correctly from the outset rather than corrected retrospectively under operational pressure.

Key Outcomes

Our Engagement Model

Every Specialist Interim Capability engagement begins with understanding, not assumption. We take time to establish precisely what your programme needs before deploying the right specialist to deliver it.

Discovery

We establish a precise understanding of your programme, the capability gap, and the specific expertise required before any specialist is proposed.

Match

We identify the right specialist from our bench, aligned to your workstream, your culture, and the delivery stage of your programme.

Deployment

Senior D365 finance specialists are embedded into your team with clear objectives, defined deliverables, and accountability to your outcomes.

Oversight

Regular check-ins ensure your specialist remains aligned to programme priorities, with the flexibility to scale engagement up or down as requirements evolve.

Get in touch

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Schedule a 30-minute discovery call to discuss your situation and how Retained Advisory can provide the independent perspective you need.

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Let’s discuss how independent assurance, finance-led delivery, and practical optimisation can unlock measurable value from your Dynamics 365 investment.

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