Financial Integration Manager

THE TEAM YOU WILL BE JOINING

• A 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 controllers
• A hiring leader who values mentorship, autonomy, and humor, and doesn’t micromanage

WHAT THEY OFFER YOU

• A 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 companies
• A competitive base salary plus bonus

LOCATION

• Charlotte, NC, on-site with the corporate team
• Some travel to pilot operating companies for go-lives and first closes

WHY THIS ROLE IS IMPORTANT

• Becomes 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 ERP
• Makes 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 that

THE BACKGROUND THAT FITS

• 5–8 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&L
• Multi-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 data
• CPA or MBA preferred
• A high-energy self-starter with a sense of humor who enjoys learning new software and teaching it to others