Financial Integration Manager

THE TEAM YOU WILL BE JOININGA private equity-backed, multi-entity services platform with a very active acquisition strategy

Joins a corporate finance integration group whose leaders have deep ERP implementation and acquisition integration experience

Partners closely with the operations leader for the field service software side, plus data analysts, systems integrators, and operating company controllersA hiring leader who values mentorship, autonomy, and humor, and doesn’t micromanageWHAT THEY OFFER YOUA ground-floor seat on an enterprise-wide Dynamics 365 F&O rollout, working alongside a Tier 1 systems integrator

Hands-on D365 expertise across GL, AP, AR, inventory, fixed assets, cash, and banking, a skill set that’s in very high demand

Clear paths beyond the project: director-level integration leadership, corporate development, or a group controller seat overseeing several operating companiesA competitive base salary plus bonusLOCATIONCharlotte, NC, on-site with the corporate team

Some travel to pilot operating companies for go-lives and first closesWHY THIS ROLE IS IMPORTANTBecomes the finance expert on D365, learning it down to the keystrokes so they can train each new wave of operating companies and acquisitions

Maps and validates accounts, cost centers, and financial data between the field service software and the ERPMakes sure deferred revenue on service agreements, percentage-of-completion on projects, and T&M billing all land correctly in the ledger

Builds and runs finance UAT scripts, triages defects, and supports legacy-to-D365 reconciliation with the data team Documents current-state processes for service billing, agreement billing, and project accounting across operating companies

Supports close readiness for the initial pilot companies, then each rollout wave after thatTHE BACKGROUND THAT FITS5–8 years in accounting, FP&A, or financial analysis; a public accounting or audit foundation that moved into FP&A is ideal

Strong understanding of how transactions flow through the GL, from PO and three-way match through the balance sheet to the P&LMulti-entity account mapping, consolidation, or chart of accounts experience

Exposure to an ERP implementation, or a clear track record of learning systems quickly

Familiarity with service, agreement, or project billing and with T&M, contract, and POC revenue recognition

Strong financial modeling skills and comfort working with messy, inconsistent dataCPA or MBA preferredA high-energy self-starter with a sense of humor who enjoys learning new software and teaching it to others

Reference: 70735