Senior Technical Lead, Microsoft Dynamics 365 F&O - Atlanta, GA

Cortland•Atlanta, GA

1d•Onsite

About The Position

As the Senior Technical Lead for Microsoft Dynamics 365 F&O, you will serve as the in-house platform expert and a critical member of the Enterprise Applications team. This role represents the senior technical voice for F&O at Cortland, with ownership across how the platform is configured, extended, integrated and operated on day-to-day basis, while working closely with the Director of Enterprise Applications and VP on architectural direction. Your deep knowledge and expertise will help shape how F&O participates in Cortland’s wider technology landscape and finance processes. This position is designed for an influential, hands-on technical leader who goes beyond gathering requirements and workshop facilitation—someone who can critically evaluate business needs, challenge assumptions where needed, and translate them into pragmatic, high-quality F&O solutions. You will bring a strong point of view on platform capabilities, best practices, and trade-offs, ensuring decisions are both technically sound and aligned to long-term strategy. Additionally, you will play a key role in cross-platform collaboration, working closely with the Enterprise Integration & Automation (EIA) team as integrations between F&O and other platforms are designed, executed and delivered. Acting as the F&O subject matter expert, you will help define data flows, integration patterns and solution decisions to ensure they align with the platform architecture and the operating model.

Requirements

Deep, hands-on experience with Microsoft Dynamics 365 Finance & Operations: you have worked in the system extensively and understand how it behaves, not just what it is supposed to do.
Strong working knowledge across core F&O finance modules: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, and Financial Reporting.
Experience contributing to integration design as the F&O subject matter expert, understanding F&O data entities, OData APIs, and how data moves in and out of the platform.
Strong working knowledge of modern F&O extension patterns: Business Events, Dataverse virtual entities and dual-write, Power Platform integration, and OData APIs, with judgment on when to extend in-platform versus externalize.
The ability to form and communicate clear, well-reasoned positions on design questions; this role requires opinions, not just options.
Experience working in a structured delivery environment alongside Product Managers, implementation partners, and technical integration teams.
Strong attention to detail, particularly around configuration documentation, field mapping, and the downstream consequences of design decisions.
Able to read X++ and reason about extension patterns (chain-of-command, event handlers, table extensions) well enough to review partner- or developer-delivered code for quality and upgrade safety.

Nice To Haves

Experience with real estate, property management, or multifamily business processes, particularly entity-level accounting, property cost allocation, or lease accounting structures.
Familiarity with Coupa and how it integrates with an ERP such as F&O, particularly around procurement-to-pay data flows.
Experience with Adaptive Planning or a similar FP&A tool connected to Dynamics 365.
Exposure to Microsoft Copilot for Finance and Agentic AI capabilities within the Microsoft ecosystem.
Experience with Dataverse and Power Platform integration patterns connected to F&O.
Familiarity with Microsoft Fabric or Synapse Link for Dataverse, particularly for analytics and AI use cases over F&O data.
Microsoft Dynamics 365 Finance certification (MB-310 or equivalent).
Familiarity with Agile delivery practices and tools such as Jira.

Responsibilities

Lead the functional design for F&O, recommending how Cortland's finance processes should be configured within the platform, including financial dimensions, chart of accounts, workflows, approval hierarchies, and module-level setup.
Guide the approach, review work, and step in hands-on where complexity demands it for routine configuration.
Ensure that configuration decisions are well-reasoned, properly documented, and maintainable.
Provide expert input on design questions raised by Product Managers, implementation partners, or finance stakeholders.
Assess enhancement requests and change proposals against the existing F&O configuration to identify downstream impacts, risks, and the most effective approach to delivery.
Keep pace with Microsoft's F&O release cycle, understanding what is changing, what new capabilities are becoming available, and how they may be relevant to Cortland.
Apply judgment on where to extend F&O: in-platform via X++ extensions, externally via Power Platform, Business Events, or Azure Functions, or through Dataverse and integration.
Act as the F&O subject matter expert for all integration workstreams.
Work closely with the Enterprise Integration & Automation team during integration design, providing detailed knowledge of F&O data structures, entities, APIs, and constraints.
Participate in field mapping sessions, review data flow designs, and validate that what is being built will work correctly within F&O's data model and processing logic.
Flag integration design decisions that could cause problems downstream and help the EIA team navigate them.
Act as a bridge between how F&O works and how the broader technology ecosystem needs to interact with it.
Own the ongoing health of the F&O environment (change management, security model, workflow integrity, and configuration coherence), running a structured process for how changes get made, reviewed, and released.
Support resolution of complex F&O issues, bringing platform expertise to diagnose root causes and recommend solutions.
Maintain accurate, up-to-date documentation of the F&O configuration.
Act as the go-to subject matter expert for more junior team members carrying out F&O configuration, reviewing their work, coaching on platform best practices, and stepping in where complex or higher-risk changes require senior judgement.
Design and execute functional test scenarios for F&O configuration changes and enhancements.
Support UAT by helping to validate that test outcomes align with intended configuration behaviour and advising on defect triage where platform knowledge is needed.
Partner with the EA team's QA function using TestRail to manage test cases and track release quality.
Evaluate Copilot for Finance and embedded D365 AI features for Cortland fit.
Shape how AI agents interact with F&O data via Dataverse, custom connectors, and Business Events.
Contribute to the EA team's AI Tooling Governance function, helping define guardrails for what AI capabilities get access to F&O data and how.
Stay current on Microsoft's roadmap across F&O, Power Platform, Dataverse, and Fabric, and bring informed perspectives on adoption timing.