IT功能工程师-财务

At PBI-Gordon Companies, and our subsidiaries PBI-Gordon Corporation, Pegasus Laboratories, and PetAg, Inc, our priority is people, pets, and the places they go. As employee owners, we support each other in building our careers as well as our companies. Our foundation is rooted in integrity, innovation, partnership, and pride. Come grow with us!

Reports to: ERP Program Manager
Position Summary
The IT Functional Engineer is a hands-on solution architect and configuration engineer responsible for designing, configuring, developing, extending, and optimizing finance ERP capabilities. This role goes beyond traditional requirements gathering and acts as a functional-technical leader, driving scalable financial solutions, automation, and AI-powered enhancements aligned to enterprise strategy. This individual works closely with functional leadership, data teams, and business leaders to translate financial processes into robust system capabilities, leveraging the full financial technology ecosystem including Dynamics 365 ERP (D365), Power Platform, Azure services, and AI/Copilot tooling, and third party applications.
Compensation & Benefits

• Employee Ownership (ESOP): Company-funded retirement contribution of approximately 18% of pay, plus 401(k)

• Competitive base salary with performance-based bonus opportunity

• Comprehensive benefits package: Medical, Dental, Vision, Life, Disability, FSA, and Pet Insurance

• Generous paid time off, paid holidays, and parental leave

• Fitness and tuition reimbursement programs

Essential Duties & Responsibilities

• Solution Design & Platform Ownership
• Own the functional design and architecture of D365 Finance modules and integrated third party applications. (GL, AP, AR, Fixed Assets, Cost Accounting, Budgeting, US/Foreign Banking, FX)

• Manage and scale solutions across a multi-entity environment.

• Translate provided requirements into scalable system configurations and extensible solution designs.

• Define and enforce design standards, governance, and best practices for D365 Finance.

• Lead fit-to-standard analysis with a bias toward configuration over customization.

• Advanced Configuration & Functional Development
• Perform complex configuration of financial applications and modules, including ledger structures, posting profiles, workflows, and financial dimensions.

• Design, develop, validate, and implement custom extensions, integrations, and APIs.

• Contribute to functional specifications for application selection and development, ensuring performance, scalability, and auditability.

• Support data models, financial reporting structures, and data flows into analytics platforms.

• AI, Automation, & Data
• Identify and implement opportunities for AI-driven automation. (e.g., invoice processing, reconciliations, anomaly detection)

• Leverage Microsoft Copilot, Power Platform, and Azure AI services to enhance financial processes.

• Develop and prototype intelligent workflows and decision-support capabilities.

• Support adoption of predictive analytics and real-time insights within finance operations.

• Collaborate on data architecture and master data governance.

• Ensure seamless data integrity and financial controls across systems.

• Testing, Quality, & Release Management
• Own functional testing strategy, including unit, integration, and regression testing.

• Validate solutions against financial compliance, audit, and regulatory requirements.

• Partner with DevOps teams to support release pipelines and deployment readiness.

• Ensure high-quality delivery with minimal disruption to finance operations.

• Continuous Improvement & Performance Optimization
• Proactively identify opportunities to optimize financial processes and system performance.

• Monitor system usage and recommend enhancements based on data and user behavior.

• Stay current and advise leadership on Microsoft roadmap, D365 updates, and emerging finance technologies.

• Drive continuous innovation within Finance IT capabilities.

• Support & Operational Excellence
• Act as an escalation point for complex financial system issues.

• Provide advanced troubleshooting and root cause analysis.

• Partner with support teams to ensure stable, reliable system operations.

• Maintain high-quality functional and technical documentation

• Perform additional duties assigned to support business objectives.

• Safety Responsibilities:
• Follow all company safety policies and procedures.

• Participate in required safety training.

• Report unsafe conditions, near misses, and incidents promptly.

Required Qualifications

• Education: Bachelor’s degree in computer science, information technology

• Experience: 5+ years of experience with Dynamics 365 Finance (or AX2012 in finance modules)

• Skills & Abilities:
• Proven experience in end-to-end implementations or major system transformations.

• Strong background in financial processes (O2C, P2P, and R2R), accounting principles, and controls.

• Understanding of common financial integration patterns (APIs, OData, SFTP, JSON/XML, industry specific formats such as BAI2, CAMT, ISO20022)

• Experience working in manufacturing or process industries is preferred.

• Experience in working with consulting firms, outsourcing, co-developing, testing, and validating.

Preferred Qualifications
· Microsoft certifications in Dynamics 365 Finance
Work Environment & Culture
PBI-Gordon Companies offers a collaborative, employee-owned environment where accountability, partnership, and continuous improvement are valued. Team members are encouraged to contribute ideas, develop professionally, and grow their careers alongside the business.
Equal Opportunity Employer
PBI-Gordon Companies is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.
Ready to Apply?
If you’re passionate about designing and configuring Dynamics 365 Finance solutions, leveraging AI and Power Platform for automation, and driving scalable, multi-entity ERP architecture, we’d love to hear from you.Apply today to join an employee-owned organization that invests in its people with robust benefits and a significant ESOP retirement contribution.

PBI-Gordon Companies and its subsidiaries are proud to offer a comprehensive benefits package to eligible, full-time employees who work 30 hours per week or more. Full-time employees will become eligible to participate in benefits on the first of the month following their start date, unless stated otherwise below. (Note: Interns do not qualify for eligibility.)

Medical Insurance

We are committed to helping you and your dependents maintain health and wellness by offering voluntary, competitive medical insurance and prescription drug plan options.

Dental Insurance

Choose from two voluntary dental plans that are designed to help protect you and your dependents’ oral health.

Vision Insurance

Our voluntary vision insurance plan is designed to help protect you and your dependents eye health. Coverage is available for eye exams, frames, lenses, and contact lenses. Employee owners are responsible for 100% of the cost of this plan.

Life Insurance with Accidental Death & Dismemberment (AD&D)

We offer a company-paid $50,000 life insurance policy with AD&D. You also have the opportunity to purchase additional life and AD&D insurance for yourself, your spouse and/or your dependent children. The cost for this coverage is based on the amount you elect and your age.

Short- and Long-term Disability

Our company-paid short-term and long-term disability plans to provide income replacement in the event you are not able to work due to illness or injury. Short-term disability will provide 70% income replacement up to $1,350 per week and long-term disability will provide 60% income replacement up to $5,000 per month.

Employee Assistance Program (EAP)

EAP Services are company paid to benefit all employee-owners and their families. EAP provides up to six free counseling sessions to help you and your family members manage life stressors, solve personal or relationship concerns, and achieve your goals.

Flexible Spending Account (FSA)

Flexible Spending Plans offer employee-owners the option to set aside pre-tax monies into a medical reimbursement or dependent care account to help pay for out-of-pocket medical, dental or vision expenses or day care costs. The maximum contributions are determined by the IRS and adjusted annually. This is a use-it-or-lose-it account, meaning any funds remaining in the account following the close of the plan year will be forfeited.

Pet Insurance

We love our pets! Pet insurance options for your furry friends is offered through the ASPCA. Employee-owners can enroll and pay premiums directly to ASPCA.

Paid Holidays & Paid Time Off (PTO)

Everyone needs time off to rest and recharge! Paid time off includes Regular PTO, Personal PTO, and specified paid company holidays. *The amount of paid time off (PTO) depends upon the employee's position and years of service.

Employee Stock Ownership Plan (ESOP)

We act like we own the company because we do! An ESOP provides employees with an ownership stake in the company. It’s an additional form of compensation directly tied to PBI-Gordon Companies financial success. All regular employees are eligible to participate in the ESOP the first of the month following 30 days of service. PBI-Gordon Companies contributes approximately 18% of total compensation annually with a six-year vesting schedule. Our ESOP is more than a benefit, it is a key part of a culture, and it can provide significant rewards in retirement!

401(k) Retirement Savings Plan

Saving for retirement is one of the most important financial decisions you can make. We offer a 401(k)-retirement savings plan to assist employees with this important financial goal. New employee owners are eligible to participate the first of the month following 30 days of employment. We provide a company match of 100% up to 3% deferral with a three-year vesting schedule.

Fitness Reimbursement

We believe regular exercise helps improve overall health and job performance. PBI-Gordon will reimburse up to a maximum of $300 annually for gym/fitness memberships.

William Everett & Mary Ellen Mealman Scholarship Fund

Children or grandchildren of employee-owners may apply for a scholarship under the William Everett & Mary Ellen Mealman scholarship fund. Applicants are awarded based on financial need, academic achievement, and involvement in extracurricular/community activities.

Tuition Reimbursement

After one full year of employment, employee-owners are eligible for tuition reimbursement for bachelor’s level coursework related to their current job or any future job offered at PBI-Gordon Companies.

Parental Leave

Company paid parental leave is offered to employee-owners following the birth of a child or the placement of a child with an employee in connection with adoption, foster care, or surrogacy. This policy will run concurrently with Family and Medical Leave Act (FMLA) leave, as applicable.

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA).

Please see our CCPA disclosure for more information.

Employment is contingent upon and may not begin until the successful completion of a pre-employment background check and drug screen. PBI-Gordon and its subsidiaries participate in E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. For more information about E-Verify, including your rights and responsibilities, please visit the E-Verify Website.

Originally posted on Himalayas