Financial Services Team Lead

Overview

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.

Full-Time Team Member Benefits

• Group Health Care Plans (Medical, Dental & Vision)
• Company Paid Life Insurance (Basic & AD&D)
• Company Paid Short Term & Long Term Disability
• Company Paid Family Leave (Maternity, Paternity)
• Voluntary Insurance Options (Voluntary Life, Accident Insurance, Critical Illness Insurance)
• 401(k) with Company Match
• Paid Time Off (Vacation, Sick & Public Holidays)
• Certification Reimbursement
• Work From Home Program
• Wellness Resources

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

DGR Systems believes in remote work and will accept qualified candidates throughout the United States. However, preference will be given to candidates who currently reside in the Midwest, Southeast and Southwest areas of the United States.