Financial Services Team Lead

Description

DGR Systems, a growing premier technology consulting company, is seeking a Financial Services Team Lead to join our high-performing team. This individual will oversee a small team of financial analysts/coordinators and ensure the smooth and accurate execution of daily operations within our fast-paced Finance Department. This is a player-coach role, combining hands-on financial work with leadership responsibilities, and requires strong knowledge of finance and accounting practices common in an IT VAR or technology services business.

Responsibilities

• Lead, mentor, and develop a small team responsible for daily accounting and financial operations.
• Ensure all Finance Department activities are completed accurately, consistently, and on schedule.
• Maintain and optimize the finance processing calendar, ensuring appropriate coverage and workload distribution and reliable fiscal close schedules.
• Develop, document, and refine processes and procedures to support accuracy, compliance, and scalability as the company grows.
• Provide expert guidance on the proper accounting treatment of business transactions, including revenue recognition, cost allocation, and project accounting nuances common to VAR and services organizations.
• Serve as a hands-on contributor by covering day-to-day tasks during peak periods or team member absences.
• Prepare and review financial reports, dashboards, and analyses to support leadership decision-making.
• Partner with Sales Operations, Project Operations, and other internal teams to ensure data integrity and alignment across systems.
• Contribute to system improvements in Business Central and Dynamics 365 to streamline workflows and enhance financial accuracy.

Requirements

• Experience overseeing or performing full financial operations in an IT VAR, systems integrator, MSP, or similar technology-oriented business.
• Prior experience leading or supervising a small team in a fast-paced environment.
• BS in Accounting or equivalent professional experience.
• Hands-on experience with Business Central and Microsoft Dynamics 365, including system navigation, configuration concepts, and financial reporting modules.
• Strong analytical skills with experience preparing financial reports and performing data-driven analysis.
• Proficiency with Microsoft Excel, Word, and related tools; experience with Power BI is a plus.
• Highly detail-oriented with strong organizational abilities, including the ability to prioritize and manage multiple tasks simultaneously.
• Strong communication skills with the ability to collaborate effectively across departments.
• Process-driven mindset with an interest in continuous improvement and operational efficiency.

Benefits

Why DGR? 

DGR Systems helps solve the most complex business and operational challenges for their customers. Our team of top-level industry experts takes an innovative and straightforward approach to consulting, design, deployment, and ongoing Assurance Services to meet customer needs. 

At a glance, DGR Systems was founded in 2009 in Tampa, Florida, and provides full-service solutions in the areas of Modern Workplace (Endpoint Solutions, Collaboration), Security (Identity and Access Management, Zero Trust, Information Protection) Modern Infrastructure and Cloud, and Applications (Collaboration Apps, SQL Reporting, Power Platform). With an impressive depth of experience across the Microsoft technology solution stack combined with our focus on integrating solutions from multiple leading vendors, we help organizations design and execute against their most challenging digital transformations. At DGR Systems, our culture is built around one simple standard: Excellence is our Baseline - and we deliver on that standard with every customer, every day. 

Core Values 

DGR Systems core values are an essential and enduring tenant of our organization. They are a small set of timeless guiding principles describing who we are, how we treat people and how we run our business.  

• Passion - Love what you do and make it evident through your approach to your work and the attitude you display. 

• Ownership -Be accountable for outcomes. Take initiative to start and move things forward to make something better. 

• Integrity -Do the right thing. Always. Every time. Without exception. 

• Navigation - Find solutions to problems. Evolve, adapt, and embrace change around you for tomorrow will be different than today. 

• Teamwork - Be approachable and engage with the team around you constantly. We win or lose together. 

Full-Time Team Member Benefits 

DGR Systems is committed to the health and welfare of our team members. This commitment involves offering a comprehensive benefits program to help prepare team members and their family for planned as well as unplanned life events. 

• Group Health Care Plans (Medical, Dental & Vision)  

• Company Paid Life Insurance (Basic & AD&D)  

• Company Paid Short Term & Long Term Disability  

• Company Paid Family Leave (Maternity, Paternity)  

• Voluntary Insurance Options (Voluntary Life, Accident Insurance, Critical Illness Insurance) 

• 401(k) with Company Match 

• Paid Time Off (Vacation, Sick & Public Holidays)  

• Certification Reimbursement 

• Work From Home Program  

• Wellness Resources 

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. 

DGR Systems believes in remote work and will accept qualified candidates throughout the United States. However, preference will be given to candidates who currently reside with the Midwest, Southeast and Southwest areas of the United States.