NorthMark Strategies
Director, D365 Finance Transformation Lead
NorthMark Strategies, Irving, Texas, United States, 75084
Director, D365 Finance Transformation Lead
2 days ago Be among the first 25 applicants
NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long‑term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk‑taking, operational excellence, exceptional talent, and world‑class computing capacity to create shareholder value.
Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.
At NorthMark Strategies, we believe the future isn’t something to hope for, it’s something to build. We don’t just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.
NMS Group is undergoing a comprehensive Finance, ERP, and enterprise systems transformation. Our D365 environment requires stabilization, redesign, and re‑implementation to support a modern, multi‑entity financial landscape. This role will also lead the assessment and future‑state design of the broader Finance technology ecosystem—including Workday, OneStream, Coupa, and Concur—to create an integrated, scalable, enterprise‑wide architecture.
The Position:
We are seeking a
Director, D365 Finance Transformation Lead
to architect and execute the end‑to‑end rebuild of our ERP environment, including legal entity structure, chart of accounts, inter‑company processes, posting logic, allocations, and consolidated reporting. This individual will also lead ERP modernization across Finance and Procurement, define enterprise data governance standards, and oversee middleware/interface design to ensure accurate and secure cross‑system data flows.
This is a senior‑level, hands‑on Finance transformation role—ideal for an experienced Controllership or ERP leader who has rebuilt financial systems at scale and delivered successful enterprise‑wide Finance transformations.
Responsibilities
Enterprise Systems Assessment & Transformation Strategy
Conduct a full current‑state assessment of all Finance and Procurement systems, including ERP, procurement, and T&E platforms.
Diagnose manual processes, pain points, suboptimal financial structures (e.g., legal entity design, chart of accounts), inconsistent system flows, and operational inefficiencies.
Develop a target‑state architecture and transformation roadmap that unifies D365, Workday, Coupa, Concur, OneStream, and related systems into a cohesive and scalable ecosystem.
ERP Re‑Engineering & Finance Architecture
Reengineer the legal entity structure, consolidation model, and financial reporting framework.
Redesign the chart of accounts, dimensional model, posting profiles, allocations, and financial logic.
Rebuild GL entry logic, inter‑company automation, allocation engines, and elimination processes.
Oversee the re‑architecture of financial statement production, including consolidated reporting logic.
Data Governance & Enterprise Standards
Serve as a critical partner to the data leader to define enterprise‑wide data governance, including:
Metadata frameworks
Data reconciliation and data quality controls
Establish Finance and Procurement data ownership models and long‑term governance processes.
Integration & Middleware Leadership
Design, build, and maintain middleware and system interfaces to ensure accurate, timely, secure data movement across all systems.
Oversee integration architecture supporting Workday–D365, Coupa–D365, Concur–D365, and D365–OneStream financial data flows.
Ensure integration monitoring, error‑handling, audit controls, and ongoing reliability of cross‑system connectivity.
Lead stabilization of D365 Finance modules (GL, Intercompany, AP, AR, FA, Project Accounting).
Identify and remediate design flaws, configuration errors, data issues, and broken integrations.
Drive master‑data cleanup, data governance, and process standardization across Finance and Procurement.
Lead the end‑to‑end ERP Modernization Program across Finance and Procurement, from strategy through deployment.
Partner cross‑functionally with FP&A, Accounting, HR, IT, Procurement, and PMO to align system logic with business needs.
Establish testing cadence, release management framework, change control processes, and an enduring ERP governance model.
Serve as Finance process architect across close, consolidation, reporting, and operational workflows.
Lead cross‑functional workshops, define future‑state design, and guide implementation execution.
Mentor ERP team members and act as the senior‑most Finance owner for the D365 transformation.
Key Success Metrics
Stabilized, reliable D365 platform supporting all core Finance and Procurement activities.
Rebuilt legal entity hierarchy, COA/dimensional structure, and end‑to‑end inter‑company processes.
Accurate, automated consolidations and financial reporting with reduced manual intervention.
Significant reduction or elimination of manual reconciliations, reclassifications, shadow systems, and workarounds.
Mature enterprise data governance, metadata management, and reconciliation controls.
Strong release management, testing discipline, and cross‑system architectural coherence.
Required Experience & Qualifications
20+ years in Finance, Controllership, or Finance transformation leadership roles.
Deep accounting knowledge: US GAAP, consolidations, intercompany, allocations, and close cycles.
Proven experience leading large‑scale ERP re‑implementations (D365, SAP, or Oracle).
Deep expertise in ERP technologies, enterprise architecture, and multi‑system integration.
Extensive experience designing legal entity structures, COA frameworks, financial dimensions, and allocation models.
Hands‑on experience resolving complex system design issues and rebuilding broken ERP environments.
Strong leadership across Accounting, FP&A, IT, HR, Procurement, and PMO.
Demonstrated success delivering complex Finance transformations at scale.
Who You Are
A Finance transformation leader who has rebuilt ERP and enterprise systems from the ground up.
A hands‑on architect with deep accounting knowledge and ERP configuration expertise.
A strategic thinker who can design scalable, future‑ready processes and system architectures.
A strong communicator capable of influencing senior leaders and driving alignment.
A builder who thrives in complexity and is motivated to modernize a fragmented, evolving system landscape.
Seniority level: Director
Employment type: Full‑time
Job function: Finance
Industries: Investment Management
Referrals increase your chances of interviewing at NorthMark Strategies by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
#J-18808-Ljbffr
NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long‑term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk‑taking, operational excellence, exceptional talent, and world‑class computing capacity to create shareholder value.
Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.
At NorthMark Strategies, we believe the future isn’t something to hope for, it’s something to build. We don’t just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.
NMS Group is undergoing a comprehensive Finance, ERP, and enterprise systems transformation. Our D365 environment requires stabilization, redesign, and re‑implementation to support a modern, multi‑entity financial landscape. This role will also lead the assessment and future‑state design of the broader Finance technology ecosystem—including Workday, OneStream, Coupa, and Concur—to create an integrated, scalable, enterprise‑wide architecture.
The Position:
We are seeking a
Director, D365 Finance Transformation Lead
to architect and execute the end‑to‑end rebuild of our ERP environment, including legal entity structure, chart of accounts, inter‑company processes, posting logic, allocations, and consolidated reporting. This individual will also lead ERP modernization across Finance and Procurement, define enterprise data governance standards, and oversee middleware/interface design to ensure accurate and secure cross‑system data flows.
This is a senior‑level, hands‑on Finance transformation role—ideal for an experienced Controllership or ERP leader who has rebuilt financial systems at scale and delivered successful enterprise‑wide Finance transformations.
Responsibilities
Enterprise Systems Assessment & Transformation Strategy
Conduct a full current‑state assessment of all Finance and Procurement systems, including ERP, procurement, and T&E platforms.
Diagnose manual processes, pain points, suboptimal financial structures (e.g., legal entity design, chart of accounts), inconsistent system flows, and operational inefficiencies.
Develop a target‑state architecture and transformation roadmap that unifies D365, Workday, Coupa, Concur, OneStream, and related systems into a cohesive and scalable ecosystem.
ERP Re‑Engineering & Finance Architecture
Reengineer the legal entity structure, consolidation model, and financial reporting framework.
Redesign the chart of accounts, dimensional model, posting profiles, allocations, and financial logic.
Rebuild GL entry logic, inter‑company automation, allocation engines, and elimination processes.
Oversee the re‑architecture of financial statement production, including consolidated reporting logic.
Data Governance & Enterprise Standards
Serve as a critical partner to the data leader to define enterprise‑wide data governance, including:
Metadata frameworks
Data reconciliation and data quality controls
Establish Finance and Procurement data ownership models and long‑term governance processes.
Integration & Middleware Leadership
Design, build, and maintain middleware and system interfaces to ensure accurate, timely, secure data movement across all systems.
Oversee integration architecture supporting Workday–D365, Coupa–D365, Concur–D365, and D365–OneStream financial data flows.
Ensure integration monitoring, error‑handling, audit controls, and ongoing reliability of cross‑system connectivity.
Lead stabilization of D365 Finance modules (GL, Intercompany, AP, AR, FA, Project Accounting).
Identify and remediate design flaws, configuration errors, data issues, and broken integrations.
Drive master‑data cleanup, data governance, and process standardization across Finance and Procurement.
Lead the end‑to‑end ERP Modernization Program across Finance and Procurement, from strategy through deployment.
Partner cross‑functionally with FP&A, Accounting, HR, IT, Procurement, and PMO to align system logic with business needs.
Establish testing cadence, release management framework, change control processes, and an enduring ERP governance model.
Serve as Finance process architect across close, consolidation, reporting, and operational workflows.
Lead cross‑functional workshops, define future‑state design, and guide implementation execution.
Mentor ERP team members and act as the senior‑most Finance owner for the D365 transformation.
Key Success Metrics
Stabilized, reliable D365 platform supporting all core Finance and Procurement activities.
Rebuilt legal entity hierarchy, COA/dimensional structure, and end‑to‑end inter‑company processes.
Accurate, automated consolidations and financial reporting with reduced manual intervention.
Significant reduction or elimination of manual reconciliations, reclassifications, shadow systems, and workarounds.
Mature enterprise data governance, metadata management, and reconciliation controls.
Strong release management, testing discipline, and cross‑system architectural coherence.
Required Experience & Qualifications
20+ years in Finance, Controllership, or Finance transformation leadership roles.
Deep accounting knowledge: US GAAP, consolidations, intercompany, allocations, and close cycles.
Proven experience leading large‑scale ERP re‑implementations (D365, SAP, or Oracle).
Deep expertise in ERP technologies, enterprise architecture, and multi‑system integration.
Extensive experience designing legal entity structures, COA frameworks, financial dimensions, and allocation models.
Hands‑on experience resolving complex system design issues and rebuilding broken ERP environments.
Strong leadership across Accounting, FP&A, IT, HR, Procurement, and PMO.
Demonstrated success delivering complex Finance transformations at scale.
Who You Are
A Finance transformation leader who has rebuilt ERP and enterprise systems from the ground up.
A hands‑on architect with deep accounting knowledge and ERP configuration expertise.
A strategic thinker who can design scalable, future‑ready processes and system architectures.
A strong communicator capable of influencing senior leaders and driving alignment.
A builder who thrives in complexity and is motivated to modernize a fragmented, evolving system landscape.
Seniority level: Director
Employment type: Full‑time
Job function: Finance
Industries: Investment Management
Referrals increase your chances of interviewing at NorthMark Strategies by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
#J-18808-Ljbffr