D365 F&O System Lead

About the role

Serve as the Finance F&O functional lead for Microsoft Dynamics 365, with ownership of Accounting, Accounts Payable, and related finance processes. Own the development of business requirements and functional decision-making for D365 Financials, ensuring alignment with standardized and scalable business processes; hand off requirements to IT. Lead Finance participation in ERP transitions, upgrades, releases, and enhancements, including migrations from legacy systems.

Responsibilities

• Identify functional gaps and lead resolution efforts by defining needs for configuration changes, process redesign, or policy updates.
• Proactively identify opportunities for process improvement, automation, and control enhancement enabled by D365.
• Gather, document, and validate business requirements from Accounting, Accounts Payable, Finance, and Purchasing stakeholders.
• Translate operational needs into clear, actionable functional requirements for technical and implementation teams.
• Assess downstream and cross-functional impacts of system and policy changes.
• Define and document future-state finance processes and policies aligned with D365 best practices.
• Ensure D365 configurations accurately reflect approved business processes and internal control requirements.
• Drive adoption of standardized workflows and system usage across Finance teams.
• Support audit readiness, compliance, and governance through system-enabled controls and documentation.
• Serve as the primary Finance point of contact for all ERP changes and system integrations impacting the financial system across Hotwire.
• Partner with IT and integration teams to ensure Finance requirements are fully represented and implemented.
• Review, approve, and validate Finance impacts of integrations with systems such as Sitetracker, Salesforce, ServiceNow, Amdocs, and other enterprise platforms.
• Ensure end-to-end financial process integrity across integrated systems.
• Develop and maintain process documentation, system guides, and training materials for Finance users.
• Lead Finance end-user training and readiness activities.
• Drive ongoing optimization and enhancement of Microsoft Dynamics 365 Finance & Operations.
• Gather user feedback to inform continuous system and process improvements.

Requirements & Change Identification

• Proactively identify opportunities for process improvement, automation, and control enhancement enabled by D365.
• Gather, document, and validate business requirements from Accounting, Accounts Payable, Finance, and Purchasing stakeholders.
• Translate operational needs into clear, actionable functional requirements for technical and implementation teams.
• Assess downstream and cross-functional impacts of system and policy changes.

Process, Policy, and System Enablement

• Define and document future-state finance processes and policies aligned with D365 best practices.
• Ensure D365 configurations accurately reflect approved business processes and internal control requirements.
• Drive adoption of standardized workflows and system usage across Finance teams.
• Support audit readiness, compliance, and governance through system-enabled controls and documentation.

ERP Change & Integration Ownership

• Partner with IT and integration teams to ensure Finance requirements are fully represented and implemented.
• Review, approve, and validate Finance impacts of integrations with systems such as Sitetracker, Salesforce, ServiceNow, Amdocs, and other enterprise platforms.
• Ensure end-to-end financial process integrity across integrated systems.

Training, Documentation, and Adoption

• Develop and maintain process documentation, system guides, and training materials for Finance users.
• Lead Finance end-user training and readiness activities.

Continuous Improvement

• Drive ongoing optimization and enhancement of Microsoft Dynamics 365 Finance & Operations.
• Gather user feedback to inform continuous system and process improvements.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, Information Systems or related field
• 10+ years of experience within Accounting and Finance organizations
• 3-5+ years of experience in a Microsoft Dynamics 365 Finance & Operations functional role
• Hands-on experience supporting or leading D365 implementations, upgrades, or major enhancements
• Strong Change management and stakeholder leadership capabilities
• Proven analytical and problem-solving skills
• Advanced Excel proficiency

Preferred

• Relevant Microsoft D365 certifications