NorthMark Strategies · 5 hours ago
D365 Finance Transformation Lead
Irving, TX
Full-time
Onsite
Senior Level, Lead/Staff
20+ years expNorthMark Strategies is a leading investment firm focused on driving long-term value through innovation and engineering. They are seeking a D365 Finance Transformation Lead to architect and execute a comprehensive rebuild of their ERP environment, leading modernization efforts across Finance and Procurement while ensuring data governance and system integration.
AdviceFinancial ServicesVenture Capital
Responsibilities
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
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, intercompany automation, allocation engines, and elimination processes
Oversee the re-architecture of financial statement production, including consolidated reporting logic
Serve as a critical partner to the data leader to define enterprise-wide data governance, including: Master data management standards, Metadata frameworks, Data reconciliation and data quality controls
Establish Finance and Procurement data ownership models and long-term governance processes
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
Qualification
Required
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
Company
NorthMark Strategies
NorthMark Strategies is a multi-strategy investment firm managing diverse portfolios and offering advisory services across sectors.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase