Financial Integration Manager

AccruePartners

Charlotte (NC)

On-site

USD 90,000 - 130,000

Full time

7 days ago
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Benefits offered by this job

Competitive base salary
Bonus eligibility
On-site in Charlotte

Job summary

AccruePartners in Charlotte, NC, seeks a finance professional to own D365 F&O rollout activities across several operating companies. You will train teams, map GL data, and supervise revenue recognition and billing workflows.

Ideal candidates bring 5–8 years in accounting/FP&A, strong modeling, and ERP experience. This on-site role offers growth into integration leadership or group controller tracks within a dynamic private-equity backed platform.

Qualifications

  • 5–8 years in accounting, FP&A, or financial analysis.
  • Strong understanding of GL flow from PO and three-way match to P&L.
  • Multi-entity consolidation or chart of accounts experience.
  • Exposure to an ERP implementation or fast learner of systems.
  • Familiarity with service/project billing and T&M revenue recognition.

Responsibilities

  • Becomes the finance expert on D365, training new operating companies and acquisitions.
  • Maps and validates accounts, cost centers, and data between field service software and ERP.
  • Ensures deferred revenue, percentage-of-completion, and T&M billing land correctly in the ledger.
  • Builds and runs finance UAT scripts and triages defects.
  • Documents current-state processes for service billing and project accounting.

Skills

Accounting & FP&A
Financial modeling
Data analysis
ERP data mapping
Self-starter with humor

Education

CPA or MBA preferred

Tools

Dynamics 365 F&O

Job description

  • 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
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
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