Capital Order-to-Revenue Specialist (Dynamics 365)

Morris Group, Inc.; Windsor (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive starting salary

Health benefits and dental coverage

401(k) retirement plan with company

Paid holidays and vacation time

Tuition reimbursement

Employee appreciation programs

Employee assistance program

Job summary

Morris Group, Inc. seeks a Capital Order-to-Revenue Specialist to manage capital equipment orders from customer order through installation. You will use Microsoft Dynamics 365 F&O to process orders, procurements, invoicing, and related financials while collaborating with customers and internal teams.

The role emphasizes accuracy, timely invoicing, and adherence to contract terms, with on-site work five days a week in Windsor, CT. Strong ERP and Excel skills are essential for success.

Qualifications

• Bachelor’s degree in business administration, accounting, finance, or related field.
• Two or more years of experience in order fulfillment, accounting, finance, order-to-revenue, or related
• Experience with ERP systems to process sales orders, purchasing, invoicing, or other financial transactions (D365 F&O preferred).
• Working knowledge of accounting principles and transactional workflows (A/R, A/P, G/L).
• Excellent Excel skills and intermediate to advanced MS Office proficiency.
• Detail oriented with ability to maintain accurate records across multiple orders.
• Ability to manage multiple orders, priorities and deadlines in a fast-paced environment.
• Strong written and verbal communication and interpersonal skills.
• Knowledge of contract terms and their operational/financial impact.
• On-site work five days a week requirement.

Responsibilities

• Maintain a customer-first mindset throughout the order-to-revenue process.
• Coordinate end-to-end capital equipment transactions from order through delivery and installation.
• Create and maintain sales orders, purchase orders, and related financial information in D365 F&O.
• Maintain complete records for each capital equipment sale and associated documents.
• Manage project schedules to meet delivery/installation dates and vendor commitments.
• Procure machines and related items per approved procedures, coordinating payments and deadlines.
• Generate and issue customer invoices accurately per contract terms.
• Review vendor invoices against POs and supporting docs; resolve discrepancies.
• Apply accounting knowledge to support order-to-revenue transactions (A/R, A/P, G/L).
• Identify and communicate risks; escalate significant issues to the Capital Order-to-Revenue Manager.
• Maintain relationships across customers, vendors, Sales, and Accounting; ensure smooth coordination.
• Support process improvements and provide feedback on D365 F&O workflows.
• Adhere to company policies and ethics.

Skills

ERP knowledge

Analytical skills

Communication skills

Time management

Team collaboration

Attention to detail

Multitasking

Problem solving

Education

Bachelor’s degree in business administration, Accounting, Finance, or related field

Tools

Microsoft Dynamics 365 Finance & Operations (D365 F&O)

Microsoft Excel

Job description

Morris Group, Inc. seeks a Capital Order-to-Revenue Specialist to manage capital equipment orders from customer order through installation. You will use Microsoft Dynamics 365 F&O to process orders, procurements, invoicing, and related financials while collaborating with customers and internal teams.

The role emphasizes accuracy, timely invoicing, and adherence to contract terms, with on-site work five days a week in Windsor, CT. Strong ERP and Excel skills are essential for success.