Financial Services Team Lead

About DGR Systems

DGR Systems is an IT service provider founded to help companies get the most out of their business technology investments.
Over the years, we have helped many businesses implement transformational IT solutions so that they can concentrate on growing their businesses and realizing their goals.

We understand that having the right people on our team is what differentiates us and we focus our efforts on ensuring that all team members share a common set of core values designed to foster a productive and enjoyable work environment. We are committed to providing a positive, inclusive work experience that supports our team with training, development, and coaching to allow them to achieve their personal growth objectives.

DGR Systems, a growing premier technology consulting company, is seeking a Financial Services Team Lead to join our high-performing team. This individual will oversee a small team of financial analysts/coordinators and ensure the smooth and accurate execution of daily operations within our fast-paced Finance Department. This is a player-coach role , combining hands‑on financial work with leadership responsibilities, and requires strong knowledge of finance and accounting practices common in an IT VAR or technology services business.

• Lead, mentor, and develop a small team responsible for daily accounting and financial operations.
• Ensure all Finance Department activities are completed accurately, consistently, and on schedule.
• Maintain and optimize the finance processing calendar, ensuring appropriate coverage and workload distribution and reliable fiscal close schedules.
• Develop, document, and refine processes and procedures to support accuracy, compliance, and scalability as the company grows.
• Provide expert guidance on the proper accounting treatment of business transactions, including revenue recognition, cost allocation, and project accounting nuances common to VAR and services organizations.
• Serve as a hands‑on contributor by covering day‑to‑day tasks during peak periods or team member absences.
• Prepare and review financial reports, dashboards, and analyses to support leadership decision‑making.
• Partner with Sales Operations, Project Operations, and other internal teams to ensure data integrity and alignment across systems.
• Contribute to system improvements in Business Central and Dynamics 365 to streamline workflows and enhance financial accuracy.

• Experience overseeing or performing full financial operations in an IT VAR, systems integrator, MSP, or similar technology-oriented business.
• Prior experience leading or supervising a small team in a fast‑paced environment.
• BS in Accounting or equivalent professional experience.
• Hands‑on experience with Business Central and Microsoft Dynamics 365
  , including system navigation, configuration concepts, and financial reporting modules.
• Strong analytical skills with experience preparing financial reports and performing data‑driven analysis.
• Proficiency with Microsoft Excel, Word, and related tools ; experience with Power BI is a plus.
• Highly detail‑oriented with strong organizational abilities, including the ability to prioritize and manage multiple tasks simultaneously.
• Strong communication skills with the ability to collaborate effectively across departments.
• Process‑driven mindset with an interest in continuous improvement and operational efficiency.

DGR Systems helps solve the most complex business and operational challenges for their customers. Our team of top-level industry experts takes an innovative and straightforward approach to consulting, design, deployment, and ongoing Assurance Services to meet customer needs.

At a glance, DGR Systems was founded in 2009 in Tampa, Florida, and provides full-service solutions in the areas of Modern Workplace (Endpoint Solutions, Collaboration), Security (Identity and Access Management, Zero Trust, Information Protection) Modern Infrastructure and Cloud, and Applications (Collaboration Apps, SQL Reporting, Power Platform). With an impressive depth of experience across the Microsoft technology solution stack combined with our focus on integrating…