Core Responsibilities
1) ERP Product Ownership & Governance
* Act as the Business Central functional owner (end-to-end)
* Maintain and govern:
* Chart of Accounts, posting groups, dimensions (profit center / services vs distribution)
* Setup tables and master data standards (customers, vendors, items)
* User roles, permissions, and segregation of duties
* Run formal change control:
* Requirements intake → functional design → sandbox testing → UAT → production deployment
* Release notes, documentation, training, and post-deploy validation
2) Order-to-Cash (O2C) Enablement
* Optimize the Sales Order → shipment/drop-ship → invoicing process
* Reduce invoicing delays by establishing:
* Exception queues (e.g., shipped-not-invoiced, drop-ship shipped-not-received, on-hold statuses)
* Standard operating rules for credit card vs invoice billing flows
* Partner with AR to improve:
* Invoice distribution rules (email automation, customer preferences)
* Portal submission workflow design and tracking
* Deduction/dispute visibility and aging hygiene
3) Purchase-to-Pay (P2P) Controls & Workflow Improvement
* Improve PO creation and reservation practices for drop-ship and stock scenarios
* Strengthen visibility and controls around:
* Open PO aging and "received-not-invoiced" backlog
* Vendor prepayments/deposits and related BC setup/workflows
* Vendor master changes and documentation expectations
* Partner with AP and Purchasing to reduce rework and improve cycle times
4) Services Division Enablement (ERP + Reporting)
* Ensure Services is fully enabled in BC through correct dimensioning / profit center architecture
* Partner with Services leadership to:
* Establish standardized services billing flow (quotes → sales orders → invoicing)
* Improve services margin reporting and operational dashboards
* Align integration points with CMMS (MobiWorks) where applicable
5) Extensions / Integrations / Enhancements Oversight (Functional Side)
* Maintain a current inventory of all extensions, integrations, and customizations
* Define and enforce standards:
* Business owner, purpose, process impact, testing requirements, and rollback plan
* Coordinate with internal IT and/or external partners for:
* Enhancement requests and prioritization
* Sandbox validations and release governance
6) Reporting & Analytics Enablement
* Make Business Central a reliable source of truth for:
* Margin by customer/vendor, division profitability, AR/AP aging, drop-ship performance
* Support Power BI and management reporting by ensuring:
* Clean dimensions and posting logic
* Consistent data definitions and reconciliations (subledger → GL)
7) Training, Adoption & SOPs
* Create and maintain SOPs for key workflows (O2C, P2P, R2R touchpoints)
* Train end users (Finance, Customer Service, Purchasing, Warehouse, Services)
* Reduce dependency on offline trackers/spreadsheets by building system-native views and exception handling
Key Interfaces (Who You'll Work With)
* CFO / Controller (financial integrity, close, reporting)
* AR / AP leads (execution + controls)
* Purchasing and Warehouse leaders (drop-ship + fulfillment workflows)
* Customer Service / Sales operations (order processing, exceptions)
* Services leadership (profit center reporting and billing)
* IT / developers / ERP partners (extensions, integrations, releases)
Qualifications
Required
* 5+ years of hands-on functional experience with Microsoft Dynamics 365 Business Central
* Prior background in accounting or finance, or, thorough understanding of accounting and finance processes
* Strong understanding of core ERP flows:
* O2C, P2P, inventory, AR/AP subledgers, posting logic, and dimensions
* Demonstrated experience:
* Designing accounting and finance workflows and controls (approvals, master data governance, exception handling)
* Running UAT, documentation, training, and change management
* Excellent ability to translate business problems into structured ERP solutions
Preferred
* Distribution / wholesale environment experience (drop-ship heavy a plus)
* Experience supporting multi-division / profit-center reporting (Services + Distribution)
* Power BI enablement and data definition discipline
* Experience with portals/invoice submission complexity and payment workflow optimization
* Exposure to ERP implementation, re-implementation, or major remediation projects
Job Type: Full-time
Work Location: In person