Dynamics 365 Functional Manager

Solera Holdings, LLC.; Westlake (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Solera Holdings, LLC. seeks a Microsoft Dynamics 365 Regional Lead to design, develop, implement, test, and support the ERP environment.

The role defines best practices for automated financial processes across PO, AP, GL, FA, and AR, in collaboration with Finance, IT, and Operations. You will lead FinOps initiatives, document processes, and drive improvements while ensuring timely month-end close and accurate reporting.

Qualifications

• Bachelor’s degree in Accounting or Finance required or preferred.
• 5+ years of progressive accounting/finance experience with D365 F&O.
• Strong analytical and account reconciliation skills.
• Ability to lead a team and work cross-functionally with Finance, Operations, and IT.

Responsibilities

• Lead FinOps initiatives and project manage related processes, developments, and key objectives.
• Document and maintain FinOps processes and contribute to improvements and system mapping.
• Lead improvements in PO, AP, GL, FA, and AR workflows within the ERP environment.
• Design new processes and streamline existing FinOps workflows with stable maintenance.
• Collaborate with Finance, Operations, and IT to automate manual processes and implement best practices.
• Lead meetings with user groups and process experts to discuss changes.
• Analyze internal business requirements to standardize practices using the ERP system.
• Maintain updates, test key processes, and educate business SMEs on ERP functionality.
• Develop new financial logic and setup, supporting the Finance Team as SME.
• Prepare month-end reconciliations and P&L variance analyses.
• Manage weekly/monthly close activities and reporting models.
• Monitor daily finance operations and manage ongoing initiatives.
• Propose policies to align recurring operations with corporate strategy and communicate changes.
• Create/maintain process documentation via MS Task Recorder and RSAT automation.

Skills

D365 F&O experience

Financial analysis

Account reconciliation

Cross-functional collaboration

Process improvement

Education

Bachelor’s degree in Accounting or Finance

Tools

Task Recorder

RSAT

LogicalApps

Job description

Who We Are

Solera is a global leader in data and software services that strives to transform every touchpoint of the vehicle lifecycle into a connected digital experience. In addition, we provide products and services to protect life’s other most important assets: our homes and digital identities. Today, Solera processes over 300 million digital transactions annually for approximately 235,000 partners and customers in more than 90 countries. Our 6,500 team members foster an uncommon, innovative culture and are dedicated to successfully bringing the future to bear today through cognitive answers, insights, algorithms and automation. For more information, please visitsolera.com.

Microsoft Dynamics Regional Lead

Who We Are

Solera is a global leader in data and software services that strives to transform every touchpoint of the vehicle lifecycle into a connected digital experience. In addition, we provide products and services to protect life’s other most important assets: our homes and digital identities. Today, Solera processes over 300 million digital transactions annually for approximately 235,000 partners and customers in more than 90 countries. Our 6,500 team members foster an uncommon, innovative culture and are dedicated to successfully bringing the future to bear today through cognitive answers, insights, algorithms and automation. For more information, please visitsolera.com.

Role

The Dynamics 365 Functional Manager is responsible for playing a significant role in designing, developing, implementing, testing, and supporting the complete Dynamics Enterprise Resource Planning (ERP) environment. The D365 Technical Architect role defines strategies and best practices for accomplishing viable automated solutions for complex business processes.

Responsibilities

• Lead FinOps initiatives and project manage related processes, developments, and key objectives.
• Document and maintain FinOps internal processes and contribute to process improvements, system mapping, and assist with implementing change management.
• Leading system improvements, enhancements, and special projects that relate to PO, AP, GL, FA, and AR.
• Design new processes, streamlining existing FinOps processes, and ensuring updated processes are stable and maintained.
• Work closely with all Finance, Operations, and IT teams to automate manual processes, implement best practices, and ensure our business needs are met with a cross-functional lens.
• Lead meetings with user groups, super users, process experts, functional leaders frequently to discuss issues/ideas and requested/proposed changes.
• Analyze the business requirements of all internal departments to standardize/improve business practices, processes, procedures using the ERP system.
• Responsible for proactive action regarding updates, including researching known issues, testing key processes, and educating business SMEs/BPOs on existing or new ERP functionality.
• Work closely with teams to understand current processes and issues, how proposed solution changes to platforms/systems will impact financial operations, and to assist with the development of new logic and financial setup.
• Support the Finance Team as a subject matter expert for essential activities.
• Prepare month‑end reconciliations and reporting which include, but are not limited to, accruals, GL account reconciliations, assist Operations to facilitate monthly P&L reviews, and month‑to‑month variance analysis.
• Manage key procedures to complete all weekly and monthly financial close activities and reporting models.
• Monitor and perform daily finance operations and help manage ongoing initiatives.
• Propose and implement policies and initiatives to keep all recurring financial operations aligned with our strategy while overseeing their continuous development and communication to both our internal teams and other business partners.
• Create/maintain process documentation via MS Task Recorder and RSAT test automation.

Requirement

• Bachelor’s degree in Accounting or Finance, preferred
• 5+ years of progressive accounting/finance experience with D365 F&O
• Highly organized and detail-oriented Self-driven with the ability to work collaboratively and lead a team.
• Capable of handling multiple projects in a fast paced, hyper‑growth environment
• Strong analytical and account reconciliation skills
• Solution-oriented, proposing new solutions to problems and processes
• Strong communication skills and the ability to work cross-functionally with teams outside of the Finance Department
• Experience with various MS technologies that compliment D365 F&O such as Task Recorder, RSAT, LogicalApps (Preferred)

MS D365 F&O Certifications (Preferred)

EQUAL OPPORTUNITY EMPLOYER

The Solera group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.