Microsoft Dynamics 365 Senior Finance Functional Lead

Apogee Services Inc.

Position Summary

This role will serve as the business owner for finance within Dynamics 365, responsible for defining how the organization operates financially within the system—from chart of accounts and financial dimensions to reporting, controls, and close processes. This role plays a critical part in the implementation and long-term success of our Microsoft Dynamics 365 platform, partnering closely with Finance, IT, Data, and implementation partners.

Responsibilities

Finance Process Design in Dynamics 365

• Lead the design and configuration of finance processes within Dynamics 365 Finance, including:

  • General Ledger (GL)

  • Accounts Payable (AP)

  • Accounts Receivable (AR)

  • Fixed Assets

  • Intercompany accounting

  • Financial close processes

• Ensure processes are aligned with both Dynamics standard capabilities and business requirements.

• Drive process standardization and automation across the organization.

Chart of Accounts & Financial Dimensions

• Define and maintain the chart of accounts and financial dimension strategy within Dynamics 365.

• Align financial structures with reporting, operational, and management needs.

• Ensure scalability to support business growth and organizational complexity.

Dynamics 365 Finance Implementation Leadership

• Serve as the finance lead during the implementation of Dynamics 365 Finance.

• Partner with system integrators to:

  • validate functional designs

  • ensure proper configuration of modules

  • challenge non-standard solutions

• Provide clear direction on finance requirements and ensure alignment with best practices.

Finance Data & Reporting Alignment

• Ensure Dynamics 365 Finance supports accurate and timely financial reporting.

• Define reporting structures and requirements for financial statements, operational reporting, and KPIs.

• Partner with data and analytics teams to integrate Dynamics data with tools such as Microsoft Power BI.

Governance & Decision-Making

• Act as the primary decision-maker for finance-related configurations and design within Dynamics 365.

• Balance standard Dynamics functionality with business needs to minimize customization.

• Establish governance processes for finance-related changes and enhancements.

Stakeholder Engagement

• Partner with:

  • CFO and finance leadership

  • accounting teams

  • IT and enterprise architecture

  • data and analytics teams

  • Dynamics implementation partners

• Translate business needs into Dynamics capabilities and ensure alignment across stakeholders.

• Other duties as assigned

Education & Experience

Required:

• Minimum of 3 years of hands-on experience implementing or supporting Microsoft Dynamics 365 Finance (or Dynamics 365 Finance & Operations).

• Experience collaborating with and supporting accounting and finance teams.

• Deep understanding of:

  • financial processes and controls

  • financial reporting and close cycles

  • chart of accounts and financial dimensions within Dynamics

• Experience working with Dynamics 365 functional configuration and finance modules.

• Ability to lead cross-functional decision-making across Finance and IT.

Preferred:

• Experience working with Dynamics 365 implementation partners or consulting firms.

• Familiarity with Microsoft ecosystem technologies (Azure, integrations, data platforms).

• Experience with financial reporting tools, including Microsoft Power BI.

• Experience supporting audit, compliance, and SOX requirements within ERP systems.

This is a hybrid role with 3-4 days/week in office at our Bloomington, MN location and 1-2 days/week remote. Salary Range: $140,000 - $170,000 + annual bonus opportunity.

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Our Benefits

We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team.

• Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)

• Incentive Plans

• 401(k) with employer contribution and match

• Employee Stock Purchase Plan with employer match

• Paid Time Off (Vacation and Sick Time)

• Paid Holidays

• Tuition Reimbursement Program

• Employee Assistance Program (EAP)

• Wellness Program

• Training and Career Progression

Apogee and our brands are an Equal Opportunity Employer.