Dynamics 365 F&O Finance Technical Product Owner

Hub International Insurance•Chicago, IL

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) line-of-business financial transformation. The transformation is an end-to-end solution integrating D365 F&O with the Aptitude Fynapse finance application. The role covers user account and role management, system configuration and maintenance, customizations, report creation, workflow optimization, troubleshooting, and user support. The Product Owner will help implement enhancements, improve related processes, and support data integrations and validation. The role calls for a self-starter who understands stakeholder needs and works collaboratively across the enterprise. The position also involves hands-on configuration and development, integration support across D365 F&O, Fynapse, Oracle Cloud Fusion, and other transactional systems, ongoing issue investigation and testing, platform update management, and maintenance of technical documentation and architecture diagrams. The person will evaluate emerging F&O, Copilot/AI, and Power Platform capabilities and recommend adoption when they provide business value. Finance module expertise should include General Ledger, financial close and reporting, Accounts Receivable, Accounts Payable, and Bank & Cash Management.

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 business functions, and multiple levels of management.
  • Ability to work effectively under pressure and manage changing priorities.

Nice To Haves

  • Preferably at least 3 years of experience administering the D365 F&O application as a technical system administrator.
  • Experience with the Aptitude Fynapse accounting system.
  • Knowledge of General Ledger, financial close and reporting, Accounts Receivable, Accounts Payable, and Bank & Cash Management.

Responsibilities

  • Manage and optimize D365 F&O finance modules, including user accounts and roles, system configuration, maintenance, reports, workflows, and user training and support.
  • Support the RPW financial transformation and its end-to-end integration of D365 F&O with Aptitude Fynapse.
  • Implement system enhancements and improve related processes.
  • Support data integrations and data validation processes involving D365 F&O, Fynapse, Oracle Cloud Fusion, and other transactional systems.
  • Perform hands-on D365 F&O configuration, X++ development, customizations, and data entity development.
  • Investigate and resolve system issues, conduct root-cause analysis of recurring problems, and design long-term solutions.
  • Manage Microsoft's monthly and quarterly platform update cadence, 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 capabilities, including Copilot/AI features and Power Platform updates, and recommend adoption when they create business value.
  • Build relationships with internal business teams, facilitate collaboration, and support a unified approach to technology implementation and use.

Benefits

  • Comprehensive health, dental, vision, life, and disability insurance.
  • Flexible spending account (FSA) and health savings account (HSA) options.
  • 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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