Dynamics 365 F&O Finance Technical Product Owner

HUB International•Chicago, IL
•$110,000 - $130,000

About The Position

HUB International is hiring a Dynamics 365 F&O Finance Technical Product Owner to manage and optimize D365 F&O finance modules and support the Retirement Planning and Wealth (RPW) financial transformation. The transformation includes an end-to-end solution integrating D365 F&O with the Aptitude Fynapse finance application. The role supports enhancements, related process improvements, data integrations, and validation, working collaboratively across the enterprise to understand and meet stakeholder needs. The position covers application administration, including user and role management, system maintenance and configuration, report creation, workflow optimization, and user training and support. It also involves understanding integrations among D365 F&O, Fynapse, Oracle Cloud Fusion (ERP), and other transactional systems; hands-on configuration, X++ development, customizations, and data entity development; ongoing support, testing, issue investigation, and root-cause analysis; and management of Microsoft's monthly and quarterly platform updates alongside business-as-usual fixes. The Product Owner maintains technical documentation and architecture diagrams for Dynamics F&O, extensions, and integrations, evaluates platform capabilities such as Copilot/AI and Power Platform updates, and recommends adoption when they offer business value. The role requires finance module knowledge covering General Ledger, financial close and reporting, Accounts Receivable, Accounts Payable, and Bank & Cash Management. It also builds relationships with internal business teams and facilitates collaboration for a unified approach to technology implementation and use.

Requirements

  • At least 5 years of total experience.
  • Bachelor’s degree with an emphasis in accounting, finance, or a related field.
  • Strong expertise and knowledge of product management, software development, and financial processes and solutions.
  • Strong understanding of enterprise data governance and integration patterns.
  • Strong capability and affinity for innovative problem-solving.
  • Willingness to learn and dedication to continuous improvement.
  • Ability to interact with IT, various functions, and multiple levels of management.
  • Ability to work effectively under pressure and manage changing priorities.
  • Knowledge of finance modules including General Ledger, financial close and reporting, Accounts Receivable, Accounts Payable, and Bank & Cash Management.

Nice To Haves

  • Preferably 3 or more years of experience administering the D365 F&O application as a technical system administrator.
  • Experience with the Aptitude Fynapse accounting system.

Responsibilities

  • Manage and optimize D365 F&O finance modules.
  • Administer user accounts and roles, system configuration and maintenance, reports, workflows, and user training and support.
  • Support the RPW financial transformation, including the D365 F&O integration with Aptitude Fynapse.
  • Implement system enhancements and improve related processes.
  • Support data integrations and validation processes.
  • Understand and support integrations among D365 F&O, Fynapse, Oracle Cloud Fusion (ERP), and other transactional systems.
  • Perform hands-on D365 F&O configuration, X++ development, customizations, and data entity development.
  • Investigate and resolve system issues, perform root-cause analysis for recurring problems, and design long-term solutions.
  • Manage Microsoft's monthly and quarterly platform updates, including patches, deprecations, and one-version releases, alongside business-as-usual fixes.
  • Maintain technical documentation and architecture diagrams for Dynamics F&O, its extensions, and integrations.
  • Evaluate new F&O platform capabilities, including Copilot/AI features and Power Platform updates, and recommend adoption when they create business value.
  • Build relationships with internal business teams and facilitate collaboration toward a unified approach to technology implementation and use.
  • Work with stakeholders to understand their needs and proactively meet them.

Benefits

  • Comprehensive health, dental, vision, life, and disability insurance.
  • Flexible spending account (FSA) and health savings account (HSA).
  • 401(k) accounts and retirement savings matching.
  • Paid time off, including vacation, sick, personal, floating holidays, and company holidays.
  • Paid parental leave.
  • Wellbeing program.
  • Company-paid life and disability plans.
  • Structured training, licensing support, and ongoing development opportunities.
  • Eligible annual bonuses, equity, and commissions may be available for some positions.
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