Financial Systems Manager

Description

• Collaborate with stakeholders to improve end-to-end business processes across project delivery, sales, and finance functions.
• Train and coach users on effective system use and best practices.
• Partner with finance, IT and business stakeholders to plan and execute system upgrades, patches, and enhancements.
• Monitor industry trends, new features, and product roadmaps to recommend and plan system enhancements that improve efficiency and competitiveness.
• Lead and participate in User Acceptance Testing (UAT) and regression testing to validate system changes and ensure stability.
• Act as a strategic partner in system planning by aligning platform capabilities with organizational goals.
• Support month-end and cycle-close activities by ensuring timely support of project transactions, invoices, and revenue recognition.
• Develop and maintain system documentation, including standard operating procedures, configuration records, and user guides.
• Provide timely end-user support for sales, project management, billing, and accounting functions within Dynamics 365 F&O and Project Operations.
• Administer and configure system settings, workflows, and security roles related to project, sales, and accounting functionality.
• Provide analysis and recommendations on system performance, usage, and process optimization to leadership.
• Identify opportunities to streamline processes, improve reporting, and automate recurring tasks.
• Ensure alignment of system design with compliance, audit, and data governance requirements.
• Support sales and business development teams in managing opportunity pipelines, customer and contact lifecycle management, and integration between CRM and ERP modules.
• Serve as the subject matter expert (SME) for project accounting modules including sales & opportunities, project set up, billing, and collections.
• Collaborate with business development, finance, IT, and project management teams to translate business needs into system solutions and reporting tools.

Requirements

• Ability to troubleshoot system issues and work with technical teams to resolve them.
• Relevant certifications in Microsoft Dynamics 365 Finance & Operations or Dynamics 365 Sales are highly desirable.
• Strong understanding of project accounting concepts including billing types (T&M, fixed fee, intercompany), cost controls, and revenue recognition.
• Experience configuring security roles, workflows, and integrations in D365.
• Bachelor’s degree in accounting, finance, information systems, business administration, or related field (or equivalent experience).
• 10+ years of proven experience as a system administrator or support specialist with Microsoft Dynamics 365 Finance & Operations and Project Operations; exposure to Dynamics 365 Sales or Customer Engagement is a plus.
• Excellent interpersonal and communication skills, with the ability to train and support users of varying technical backgrounds.
• Experience supporting sales processes including opportunities, customer lifecycle, and contact management.
• Strong organizational, analytical, and documentation skills with attention to detail.
• Self-motivated, proactive, and comfortable working both independently and collaboratively.
• Familiarity with month-end close processes, billing cycles, and project management practices.

Benefits

• Commuter Transit (where available)
• Medical, Dental, Vision, Life, AD&D, Disability and other voluntary benefits
• Paid Time Off, Family Leave for New Parents, Volunteer Time
• Fitness Reimbursement
• And other various wellness, diversity/inclusion and employee resource programs and initiatives
• Tuition Reimbursement
• 401k retirement savings with Company matching on employee contributions and/or qualified student loan repayments
• Flexible Spending Accounts for Medical and Childcare

Training + Development

Interview process

Visa Sponsorship

Security clearance