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About the role
<div class="content-intro"><p class="ignore-global-css" style="margin: 0in; text-align: left;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: black;">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!</span></p></div><p><span style="font-family: helvetica, arial, sans-serif;"><strong>Reports to: ERP Program Manager</strong></span></p>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong>Position Summary</strong></span><br><span style="font-family: helvetica, arial, sans-serif;">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.</span></p>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong><span data-contrast="auto">Compensation & Benefits</span></strong><span data-ccp-props="{}"> </span></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;"><strong><span data-contrast="auto">Employee Ownership (ESOP):</span></strong><span data-contrast="auto"> Company-funded retirement contribution of approximately 18% of pay, plus 401(k)</span><span data-ccp-props="{}"> </span></span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;"><span data-contrast="auto">Competitive base salary with performance-based bonus opportunity</span><span data-ccp-props="{}"> </span></span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;"><span data-contrast="auto">Comprehensive benefits package: Medical, Dental, Vision, Life, Disability, FSA, and Pet Insurance</span><span data-ccp-props="{}"> </span></span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;"><span data-contrast="auto">Generous paid time off, paid holidays, and parental leave</span><span data-ccp-props="{}"> </span></span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;"><span data-contrast="auto">Fitness and tuition reimbursement programs</span><span data-ccp-props="{}"> </span></span></li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong>Essential Duties & Responsibilities</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Solution Design & Platform Ownership</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">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)</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Manage and scale solutions across a multi-entity environment.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Translate provided requirements into scalable system configurations and extensible solution designs.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Define and enforce design standards, governance, and best practices for D365 Finance.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Lead fit-to-standard analysis with a bias toward configuration over customization. </span></li>
</ul>
</li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Advanced Configuration & Functional Development</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Perform complex configuration of financial applications and modules, including ledger structures, posting profiles, workflows, and financial dimensions.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Design, develop, validate, and implement custom extensions, integrations, and APIs.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Contribute to functional specifications for application selection and development, ensuring performance, scalability, and auditability.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Support data models, financial reporting structures, and data flows into analytics platforms.</span></li>
</ul>
</li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">AI, Automation, & Data</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Identify and implement opportunities for AI-driven automation. (e.g., invoice processing, reconciliations, anomaly detection)</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Leverage Microsoft Copilot, Power Platform, and Azure AI services to enhance financial processes.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Develop and prototype intelligent workflows and decision-support capabilities.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Support adoption of predictive analytics and real-time insights within finance operations.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Collaborate on data architecture and master data governance.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Ensure seamless data integrity and financial controls across systems.</span></li>
</ul>
</li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Testing, Quality, & Release Management</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Own functional testing strategy, including unit, integration, and regression testing.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Validate solutions against financial compliance, audit, and regulatory requirements.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Partner with DevOps teams to support release pipelines and deployment readiness.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Ensure high-quality delivery with minimal disruption to finance operations.</span></li>
</ul>
</li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Continuous Improvement & Performance Optimization</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Proactively identify opportunities to optimize financial processes and system performance.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Monitor system usage and recommend enhancements based on data and user behavior.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Stay current and advise leadership on Microsoft roadmap, D365 updates, and emerging finance technologies.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Drive continuous innovation within Finance IT capabilities.</span></li>
</ul>
</li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Support & Operational Excellence</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Act as an escalation point for complex financial system issues.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Provide advanced troubleshooting and root cause analysis.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Partner with support teams to ensure stable, reliable system operations.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Maintain high-quality functional and technical documentation</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Perform additional duties assigned to support business objectives.</span></li>
</ul>
</li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Safety Responsibilities:</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Follow all company safety policies and procedures.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Participate in required safety training.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Report unsafe conditions, near misses, and incidents promptly.</span><br><br></li>
</ul>
</li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong>Required Qualifications</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Education: Bachelor’s degree in computer science, information technology</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Experience: 5+ years of experience with Dynamics 365 Finance (or AX2012 in finance modules)</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Skills & Abilities:</span>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Proven experience in end-to-end implementations or major system transformations.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Strong background in financial processes (O2C, P2P, and R2R), accounting principles, and controls.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Understanding of common financial integration patterns (APIs, OData, SFTP, JSON/XML, industry specific formats such as BAI2, CAMT, ISO20022) </span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Experience working in manufacturing or process industries is preferred.</span></li>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Experience in working with consulting firms, outsourcing, co-developing, testing, and validating.</span></li>
</ul>
</li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong>Preferred Qualifications</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif;">Microsoft certifications in Dynamics 365 Finance</span></li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong><span data-contrast="auto">Work Environment & Culture</span></strong><span data-ccp-props="{}"> </span></span></p>
<p><span style="font-family: helvetica, arial, sans-serif;"><span data-contrast="auto">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.</span><span data-ccp-props="{}"> </span></span></p>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong><span data-contrast="auto">Equal Opportunity Employer</span></strong><span data-ccp-props="{}"> </span></span></p>
<p><span style="font-family: helvetica, arial, sans-serif;"><span data-contrast="auto">PBI-Gordon Companies is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.</span><span data-ccp-props="{}"> </span></span></p>
<p><span style="font-family: helvetica, arial, sans-serif;"><strong><span data-contrast="auto">Ready to Apply?</span></strong></span></p>
<p> </p>
<div><span style="font-family: helvetica, arial, sans-serif;">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.</span><br><br></div>
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<div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><span style="font-family: helvetica, arial, sans-serif;">Apply today to join an employee-owned organization that invests in its people with robust benefits and a significant ESOP retirement contribution.</span></div>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">PBI-Gordon Companies and its subsidiaries are proud to offer a <strong>comprehensive benefits package</strong> 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. <em>(Note: </em><em>Interns do not qualify for eligibility.)</em></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Medical Insurance</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">We are committed to helping you and your dependents maintain health and wellness by offering voluntary, competitive medical insurance and prescription drug plan options.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Dental Insurance</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Choose from two voluntary dental plans that are designed to help protect you and your dependents’ oral health. </span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Vision Insurance</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Life Insurance with Accidental Death & Dismemberment (AD&D)</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Short- and Long-term Disability </strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Employee Assistance Program (EAP)</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Flexible Spending Account (FSA)</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Pet Insurance</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Paid Holidays & Paid Time Off (PTO)</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Everyone needs time off to rest and recharge! Paid time off includes Regular PTO, Personal PTO, and specified paid company holidays. *<em>The amount of paid time off (PTO) depends upon the employee's position and years of service.</em></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Employee Stock Ownership Plan (ESOP) </strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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!</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>401(k) Retirement Savings Plan</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Fitness Reimbursement</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>William Everett & Mary Ellen Mealman Scholarship Fund </strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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. </span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Tuition Reimbursement</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Parental Leave</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA).</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Please see our <a href="https://www.pbigordon.com/california-privacy-notice/">CCPA disclosure</a> for more information.</span></p>
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<p><span style="font-size: 12pt;"><span class="TextRun SCXO35941632 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXO35941632 BCX0">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 <a href="https://www.e-verify.gov/employees/e-verify-overview">E-Verify Website. </a></span></span><a href="https://www.e-verify.gov/employees/e-verify-overview"><span class="EOP SCXO35941632 BCX0"> </span></a></span></p>
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Perks & benefits
- 401k
- Vision Insurance
- Dental Insurance
- Medical Insurance
- Paid Time Off
- Pension Matching
- Free Gym Membership
- Equity Compensation
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