Product Manager

Overview

WHO are we looking for?

CAPTRUST is seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 Finance & Operations to set direction for the enhancement, optimization, and expansion of CAPTRUST's Dynamics 365 Finance & Operations platform. The ideal candidate will have a proven track record of successfully managing and enhancing this system to drive business transformation.

CAPTRUST's use of Dynamics 365 F&O is centered primarily on finance, accounting, reporting, and platform integrations.

The successful candidate should bring deep expertise in those areas while maintaining a broader understanding of the Dynamics 365 F&O ecosystem. This role presents an opportunity to shape the direction of our Dynamics 365 F&O platform and modernize core financial processes by partnering with the business on priorities and guiding the development efforts that deliver them. The successful candidate will engage with cross-functional teams, understand business needs, negotiate scope, and guide the delivery of high-impact solutions that align with CAPTRUST's long-term vision.

The internal title for this role is intended to be Product Management| Strategy & Transformation Office.

• Define and communicate the product vision and strategy for Dynamics 365 Finance & Operations, engaging executive leadership to ensure alignment on priorities and investment decisions
• Collaborate closely with cross-functional teams, including IT, Finance, and Operations, to understand business needs and challenges and facilitate alignment on product priorities
• Partner with stakeholders to shape priorities and guide development initiatives so delivered work aligns with CAPTRUST's needs
• Conduct in-depth discussions with stakeholders to gather detailed requirements, ensuring the Dynamics 365 Finance & Operations platform effectively supports financial operations, reporting, integrations, and downstream processes
• Create and maintain a comprehensive product roadmap for Dynamics 365 Finance & Operations, prioritizing features and enhancements based on business value, stakeholder input, and measurable outcomes
• Stay informed on Microsoft's Dynamics roadmap and recommend adoption of new features, including emerging AI and automation capabilities where appropriate
• Effectively communicate product features, updates, and changes to stakeholders to build understanding of the platform's capabilities and benefits and supporting adoption
• Collaborate with UX and process design teams to ensure the Dynamics 365 Finance & Operations platform offers an intuitive and efficient experience for all users
• Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements
• Use metrics, analytics, and user feedback to monitor Dynamics 365 Finance & Operations platform performance, identify opportunities for enhancement, and drive continuous improvement
• Address challenges and obstacles finding creative solutions to meet stakeholder requirements
• Engage with external vendors and partners to support integrations, enhancements, and solution expansion efforts
• Partner with IT and data teams to ensure Dynamics 365 Finance & Operations integrations support broader data strategy and enterprise reporting requirements

Minimum Qualifications:

• Bachelor's degree in computer science, business, data analytics, or a related field or equivalent years of experience
• Proven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Finance & Operations (D365 F&O)
• Minimum 7-12 years of industry experience

Desired Qualifications/

Skills:

• Strong expertise in financial operations, requirements gathering, and scope negotiation
• Deep understanding of financial workflows, reporting, integrations, and operational processes within Dynamics 365 Finance & Operations
• Ability to drive product strategy and lead initiatives that expand and optimize Dynamics 365 Finance & Operations capabilities, including integrations with other finance tools
• Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions
• Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders
• Experience with requirements gathering and a data-driven approach to feature prioritization
• Familiarity with Agile development methodologies
• A track record of successfully managing and improving a complex Dynamics 365 Finance & Operations…