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D365 Finance Technical Specialist - Order-to-Cash (O2C)
D365 Finance Technical Specialist - Order-to-Cash (O2C)Johnstone Supply • Dallas, TX, United States
D365 Finance Technical Specialist - Order-to-Cash (O2C)

D365 Finance Technical Specialist - Order-to-Cash (O2C)

Johnstone Supply • Dallas, TX, United States
19 days ago
Job type
  • Full-time
Job description

Johnstone Supply, North Americas leading wholesale distributor of HVACR equipment, parts, and supplies has a great opportunity for a D365 Finance Technical Specialist O2C (Order-to-Cash) to join our team. Over the last seven decades Johnstone has grown into the industry leader with over 450 distributor branches and 6 distribution centers throughout North America resulting in over $4 billion in annual sales. We work with some of the largest companies in the world, including Daikin / Goodman, Honeywell, Emerson, Johnson Controls, Google and Fujitsu, to provide contractors with world class products, technical expertise and quality service.

As a member of the IT Team , the D365 Finance Technical Specialist O2C (Order-to-Cash) is a key contributor to the ERP transformation initiative, and will work closely with Finance, Order Processing, and Accounts Receivable teams to design and implement future-state O2C processes that align with the capabilities of Microsoft Dynamics 365 Finance & Operations.

Now is the best time to join Johnstone Supply. The individual selected for this role will join a top industry leader and gain exposure to critical infrastructure supporting a major fully funded ERP transformation, own critical environments, and develop their skills with cutting-edge Microsoft Azure and Dynamics 365 F&O technologies. This position has a hybrid schedule, requiring at least 2-days in the office, and must be based in the Dallas-Fort Worth, Texas metro area.

Position responsibilities :

  • Responsible for translating complex finance and accounting requirements into scalable, compliant system configurations across core finance modules, including Sales Orders, Customer Invoicing, Credit and Collections, Pricing and Discounts, Customer Master Data, Inventory Reservations, Delivery Scheduling, and Integration with Accounts Receivable and Financial Posting.
  • Works closely with the ERP implementation team to ensure seamless integration of sales, fulfillment, invoicing, and receivables processes, and alignment with Procure-to-Pay (P2P) and Record-to-Report (R2R) functions to support end-to-end order lifecycle and financial accuracy.
  • Facilitates and drives collaboration with stakeholders throughout the organization to ensure a comprehensive set of requirements to design and implement configurations, customizations, extensions, and integrations within the Microsoft Dynamics 365 Finance & Operations platform.
  • Works with business analysts and stakeholders to understand business requirements and translate them into technical specifications and solutions. Engage with a range of users to understand their needs, recommend best practices, perform fit / gap analysis, design solutions, oversee end-user training on the functionality, and deploy solutions in the ERP.
  • Provides higher level support and troubleshooting for Dynamics 365 F&O modules, resolving issues related to functionality, performance, and integration, that may need specialization to resolve. Strong analytical and troubleshooting skills to resolve complex technical issues.
  • Collaborates with system implementor, developers and architects to design robust, scalable, and maintainable solutions based on D365 best practices.
  • Configures and customizes D365 modules to meet business-specific requirements, ensuring adherence to best practices and performance standards.
  • Facilitates unit testing and user acceptance testing processes, resolves test failures, and builds new automated tests using test automation software. Document technical specifications, solutions, and code changes.
  • Ensuring data accuracy and compliance through internal controls, approval workflows, and audit trail configurations.

Position requirements :

  • Bachelor's degree (B.A. / B.S.) from four-year college or university; 10 or more years of related experience and / or training; or equivalent combination of education and experience.
  • Experience with ERP and accounting processes with multi-entity and whole distribution models is preferred, but not required for this role.
  • Required certifications include :
  • Microsoft Certified : Dynamics 365 : Core Finance and Operations (MB-300).
  • D365 Finance Functional Consultant (MB-310, MB-330).
  • At least 5 years of experience as a Business Analyst or in a similar finance or operations-focused role, with over 3 years of hands-on experience in Microsoft Dynamics 365 Finance & Operations, specifically supporting and configuring Order to Cash (O2C) business processes, including :
  • Sales Order Management : Configuration and execution of sales orders, delivery schedules, invoicing, and integration with billing workflows.
  • Accounts Receivable (A / R) : Setup and maintenance of customer accounts, invoicing, collections, cash application, and customer statements.
  • Credit and Collections Management : Establishing credit limits, automating credit checks, managing dunning processes, and resolving payment disputes.
  • Revenue Recognition : Ensuring compliance with financial reporting standards by configuring appropriate revenue posting profiles and schedules.
  • Customer Payments and Cash Application : Managing payment journals, reconciliation, and integration with Cash and Bank Management.
  • Integration with General Ledger : Ensuring proper posting and reconciliation of revenue and receivables transactions with financial reporting.
  • Financial Reporting and Analytics : Supporting accurate reporting and analysis of sales and receivables data using D365 and Power BI.
  • Proven ability to support digital transformation initiatives and financial system implementations with a focus on quality, compliance, and operational efficiency.
  • Strong knowledge of Power Platform, Power BI, and other Microsoft technologies.
  • Experience with data migration tools and techniques.
  • Knowledge of SOX compliance, internal controls, and US GAAP as they apply to order processing, invoicing, revenue recognition, and accounts receivable functions.
  • Strong organizational skills with the ability to manage complex sales and billing workflows, prioritize multiple tasks, and maintain accuracy across high-volume order environments.
  • Proven ability to handle ambiguity and resolve cross-functional conflicts, especially in fast-paced OTC environments involving Sales, Finance, and Customer Service.
  • Demonstrated initiative and ability to anticipate challenges in the order-to-cash process, drive timely resolutions, and continuously improve system performance and user experience.
  • Strong collaboration skills with the ability to work across Sales, Finance, IT, Supply Chain, and external partners, ensuring alignment and smooth execution of OTC processes.
  • Effective in communicating process and system changes, technical issues, and data insights across diverse stakeholder groups, including leadership and external vendors.
  • Demonstrated ability to work collaboratively within a cross-functional team, bridging business and technical perspectives to deliver successful ERP and OTC outcomes.
  • Johnstone Supply is strongly interested in hiring a great candidate that exhibits work behaviors & values that are conducive to building and maintaining a strong and effective company culture. These behaviors include :

  • Safety : Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely.
  • Customer Focused : Take the perspective of those we serve, anticipate their needs, and responding quickly.
  • One Team : We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team.
  • Own It : Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity.
  • Innovate : Embrace and create change that drives continuous improvement and customer-valued solutions.
  • Johnstone offers a competitive wage and benefits that include medical, dental, vision, life, LTD, 401(k) with company match, and PTO after 90 days. Our commitment to continuous improvement & investment in our people is only matched by our commitment to superior customer experience. If you are ready to take the next step in your career, apply now.

    Visit our website for more information about our growing company.

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    Specialist Finance • Dallas, TX, United States

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