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Customer Accounts Specialist (Accounts Receivable)
Hybrid | DFW

A rapidly growing U.S.-based manufacturing company in the industrial materials space is seeking a dedicated Accounts Receivable professional to support a structured, high-accuracy finance function.

The Role

This is a focused AR position centered on cash application, customer account management, and maintaining clean ERP records.

Core Responsibilities

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Apply customer payments accurately in D365 Business Central
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Manage cash application across ACH, wires, checks, cards, and portals
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Maintain accurate AR aging and subledger integrity
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Provide account statements and handle customer inquiries
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Follow up on open invoices and resolve discrepancies
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Upload invoices to customer billing portals
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Process credits, discounts, and adjustments as needed
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Communicate AR status and exceptions to finance leadership

Required Experience

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Direct AR experience in an operating business
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Strong manual cash application accuracy
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Hands-on experience with D365 Business Central
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Comfortable communicating with customers
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High attention to detail

Preferred

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Experience in manufacturing, distribution, or B2B environments
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Experience with multiple payment methods
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Microsoft ERP experience

Position Overview

I am supporting my client in a search for a D365 Business Central Consultant w/ Power BI and Project Management experience, supporting their organization with ongoing ERP enhancements, reporting automation, and process improvements.

You will take ownership of a D365 Business Central work, manage support with their implementation partner, build new reporting and analytics in Power BI, and drive process optimization across several departments including Accounting, Maintenance, Safety, and Operations.

While hybrid scheduling is acceptable, you must be able to travel to the office regularly (minimum weekly), as the CFO relies on in‑person collaboration for rapid decision-making.

Key Responsibilities

Business Central (BC) Leadership

* Serve as the internal subject matter expert for Business Central (Cloud).
* Partner with internal team and partner to manage a backlog of support tickets, enhancements, and customizations.
* Own and prioritize a multi‑year roadmap of BC improvements, integrations, and future app development.
* Troubleshoot issues, recommend solutions, and execute configuration changes.
* Support data structure clean-up initiatives (e.g., asset numbering, entity consolidation).

Project & Stakeholder Management

* Work directly with leadership on daily tasking and priority alignment.
* Act as the liaison between internal teams and third‑party developers.
* Manage requirements gathering, documentation, timelines, and deliverables.
* Support cross‑departmental process optimization and standardization.

Power BI Development

* Build dashboards and analytics tied to Business Central datasets.
* Work across Accounting, Safety, Maintenance, and field operations to deliver visuals tailored for non‑technical, field‑based users.
* Create reporting that supports executive visibility, KPI tracking, and operational decision‑making.

Operational Support

* Assist a high‑volume accounting environment with data accuracy, reporting, and process flow improvements.
* Provide hands‑on troubleshooting and fast-turnaround support for urgent issues.
* Support future initiatives to productize internal solutions and potentially release BC apps to the Microsoft App Store.

Required Skills & Experience

* Strong experience with Dynamics 365 Business Central (functional or techno-functional).
* Power BI development expertise, including data modeling and DAX.
* Project management experience (formal or informal) managing technical backlogs or ERP roadmaps.
* Understanding of accounting and operational processes (AR/AP, asset management, work orders, etc.).
* Comfortable working in a fast-paced, hands-on environment.
* Excellent communication skills; ability to work closely with executive leadership.
* Must be able to work onsite in South Fort Worth on a regular basis.

Preferred Qualifications

* Experience in field operations, or asset-heavy industries.
* Exposure to Azure, Power Automate, or BC custom extensions.
* Background working with third-party implementation partners.
* Ability to work independently with minimal structure and high ownership.
* Cultural fit with a fast-moving, direct, no‑nonsense environment.

Overview

A Texas-based financial institution is seeking a Business Central Functional Consultant to support and optimize its Microsoft Dynamics 365 Business Central environment. This role will act as the functional bridge between finance, operations, compliance, and IT, ensuring the system supports regulatory requirements, reporting accuracy, and scalable growth.

This is a hybrid role: remote flexibility with required in-person collaboration at Texas offices as needed.

Key Responsibilities

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Serve as the functional lead for D365 Business Central across finance and operational banking workflows
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Optimize GL structure, dimensions, and reporting for regulatory and management reporting needs
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Improve AR/AP processes, reconciliations, and audit traceability
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Address inefficiencies in loan accounting integrations and downstream reporting platforms
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Partner with compliance teams to ensure data integrity and proper controls within BC
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Evaluate and improve bank feeds, payment processing, and reconciliation workflows
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Support month-end close acceleration and financial statement accuracy
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Lead requirements gathering, configuration, testing (UAT), and end-user training
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Work alongside internal IT and external partners on enhancements, integrations, and ISVs

Qualifications

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5+ years of experience with Microsoft Dynamics NAV / D365 Business Central
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Strong functional expertise in GL, AP, AR, bank reconciliations, and financial reporting
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Experience in banking, credit unions, or financial services preferred
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Familiarity with compliance-driven environments (SOX, audit, regulatory reporting)
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Experience gathering requirements and translating business needs into BC configuration
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Ability to communicate effectively with finance leadership and technical teams

Preferred Experience

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Multi-entity / multi-branch environments
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API or integration oversight experience
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Experience supporting audits within BC
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Finance background a plus