Functional Lead – Finance (JDE EnterpriseOne)
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Functional Lead – Finance (JDE EnterpriseOne)
Location: Miamisburg, OH (HQ) or Remote
Department: Information Technology
Reports To: IT Applications Manager
FLSA Status: Full-Time, Salaried (Exempt)
Level: IC
Travel: Minimal
Department: Information Technology
Reports To: IT Applications Manager
FLSA Status: Full-Time, Salaried (Exempt)
Level: IC
Travel: Minimal
Summary
The Functional Lead – Finance (JDE EnterpriseOne) supports, optimizes, and enhances our financial systems and business processes within JD Edwards EnterpriseOne (E1). This roleserves as the primary functional expert for JD Edwards financial applications, partnering closely with Finance, Accounting, IT, and other business teams to ensure the ERP system effectively supports financial operations, reporting, and organizational objectives. Combining strong financial process knowledge with hands-on JD Edwards experience and a continuous improvement mindset, this individual bridges the gap between Finance and IT, translating business needs into practical system solutions that improve efficiency, accuracy, and overall business performance.
Why This Role Matters
JD Edwards E1 plays a critical role in supporting the organization’s financial operations and overall business performance. Ensuring that financial systems are accurate, reliable, and effectively utilized is essential to making informed decisions and operating efficiently. The Functional Lead – Finance strengthens the partnership between Finance and IT, reduces system-related inefficiencies, and ensures ERP capabilities continue to evolve with the needs of the business. The role is instrumental in improving how financial information flows throughout the organization, supporting operational excellence, and enabling a more efficient, technology-driven Finance function.
Location & Remote Work
This role is based at our Miamisburg, Ohio headquarters. For candidates residing outside of Ohio, we are open to offering this position on a fully remote basis, with preference given to candidates located in states where we have established tax liability. While remote arrangements are available, we place a strong value on in-office collaboration. Candidates who are open to relocating to the Miamisburg, Ohio area are strongly preferred, and relocation support is available for the successful candidate.
What Success Looks Like (3 Core Outcomes)
Ensure Reliable, Well-Controlled Financial Systems
- E1 financial processes are accurate and dependable, with minimal disruption to business operations.
- Transaction accuracy, reporting reliability, and system controls are continually strengthened.
- Configurations and processes support appropriate financial controls, segregation of duties, and audit requirements.
Drive Process Improvement and Effective Solutions
- Meaningful enhancements are identified and implemented that simplify workflows and reduce manual effort.
- Finance requirements are translated into practical, scalable ERP functionality.
- System enhancements, testing, and implementations are coordinated and delivered successfully.
Build Partnerships and Maximize the Value of E1
- Trusted working relationships are established with Finance, IT, and business stakeholders.
- Opportunities to improve system adoption, functionality, and user effectiveness are proactively identified.
- The organization gets more value from JD Edwards through better use of existing ERP capabilities.
Essential Duties and Responsibilities: Other duties may be assigned.
JD Edwards Financial Systems Management
- Serve as the primary functional subject matter expert for JD Edwards EnterpriseOne financial applications, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and related financial modules.
- Support the configuration, maintenance, and continuous improvement of E1 financial functionality.
- Partner with Finance to understand business requirements and translate them into functional system solutions.
- Troubleshoot complex system issues, identify root causes, and coordinate resolutions with technical teams and external support partners.
- Maintain system configuration, functional documentation, and business process workflows.
- Support financial system integrity, including accurate transaction processing, account structures, and integration across modules.
Business Process Optimization & Automation
- Identify opportunities to simplify, standardize, and automate financial processes within JD Edwards.
- Evaluate existing workflows and recommend system enhancements to improve efficiency, accuracy, and user experience.
- Collaborate with Finance and the AI & Data Solutions team to identify opportunities for automation and improved data accessibility.
- Reduce manual workarounds and promote effective use of existing ERP functionality.
- Support process improvements related to month-end close, reconciliations, financial reporting, and transaction processing.
System Enhancements & Project Leadership
- Lead the functional aspects of financial system enhancements, upgrades, implementations, and integration projects.
- Gather business requirements, develop functional specifications, and coordinate with technical resources on solution design.
- Plan and execute functional testing, user acceptance testing (UAT), and implementation activities.
- Evaluate the impact of system changes on financial processes, controls, and downstream applications.
- Support ERP initiatives involving Finance and other business functions to ensure effective cross-functional integration.
- Coordinate with internal IT teams and external vendors to deliver projects on time and with minimal business disruption.
Financial Data, Reporting & Controls
- Partner with Finance to improve the accuracy, availability, and consistency of financial data.
- Support financial reporting requirements and the integration of E1 data with reporting and analytics platforms.
- Ensure system configurations and processes support appropriate financial controls, segregation of duties, and audit requirements.
- Assist with resolving data discrepancies and improving transaction integrity across financial applications.
- Support financial close processes, reporting enhancements, and compliance-related system requirements.
Business Partnership & User Support
- Serve as a trusted functional partner to Finance and Accounting leadership.
- Provide guidance, training, and support to E1 Finance users.
- Develop user documentation, process guides, and training materials.
- Collaborate across Finance, Operations, Supply Chain, and IT to address system challenges and support business needs.
- Proactively identify opportunities to improve system adoption, functionality, and overall user effectiveness.
Supervisory Responsibilities
This position has no direct supervisory responsibilities. As a functional lead, the role provides guidance, training, and functional direction to E1 Finance users and coordinates the work of technical resources and external partners on financial system initiatives.
Education and/or Experience
- Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related field, or equivalent experience.
- 5+ years of experience supporting JD Edwards EnterpriseOne financial applications in a functional or business systems role.
- Strong functional knowledge of E1 Finance modules, particularly General Ledger, Accounts Payable, and Accounts Receivable.
- Solid understanding of accounting principles, financial processes, and ERP system integration.
- Experience gathering business requirements, developing functional specifications, and supporting ERP enhancements.
- Demonstrated ability to troubleshoot complex functional issues and recommend effective solutions.
- Experience with system testing, user acceptance testing, and change management.
- Strong analytical, problem-solving, communication, and project coordination skills.
- Ability to work independently, prioritize competing demands, and collaborate effectively across departments.
Preferred
- Experience with additional JD Edwards modules, including Fixed Assets, Procurement, Inventory, and Sales Order Management.
- Experience with JD Edwards EnterpriseOne 9.2.
- Familiarity with financial reporting and analytics tools, including Power BI.
- Experience supporting ERP integrations, system upgrades, and automation initiatives.
- Experience in manufacturing, distribution, or consumer products environments.
- Understanding of financial controls, audit requirements, and SOX-related processes.
- Experience working in a global or multi-entity business environment.
Competencies
- Integrity: Does the right thing and takes accountability for results. Demonstrates honesty and strong moral principles in all interactions.
- Simplicity: Eliminates unnecessary complexity and finds better ways to work. Communicates clearly and makes systems and processes easier to use.
- Priority: Focuses on the work that delivers the greatest value to the business. Aligns daily execution with the most important financial and system goals.
- Agility: Embraces change, innovates, and responds quickly to evolving business needs. Adapts plans without losing accuracy or momentum.
- Rider Centricity: Keeps internal customers and the end rider in mind when shaping financial systems and processes. Builds a responsive, service-oriented partnership with the business.
- Collaborative Innovation: Partners across Finance, IT, and the business to find better solutions. Promotes continuous improvement and effective use of ERP capabilities.
- Operational Excellence: Drives reliable, well-controlled financial systems and disciplined execution. Delivers consistent, high-quality results and measurable improvement over time.
- ESG & Responsible Growth: Supports sound financial controls, responsible data stewardship, and system practices consistent with the organization’s commitments to responsible, sustainable growth.
Language Skills
- Strong interpersonal skills with the ability to interact with all levels of staff.
- Ability to write functional specifications, user documentation, process guides, and business correspondence.
- Ability to communicate effectively by adapting approach, language, and style to both technical and non-technical audiences.
- Ability to effectively present information and respond to questions from Finance, IT, and business stakeholders.
Mathematical Skills
- Ability to apply accounting and financial concepts, including reconciliations, account structures, and transaction analysis.
- Proficiency with percentages, ratios, and proportions as applied to financial data and reporting.
Reasoning Ability
- Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions.
- Ability to troubleshoot complex functional and process issues and manage multiple abstract and concrete variables.
Computer Skills
- Strong functional proficiency with JD Edwards EnterpriseOne Finance modules; experience with E1 9.2 preferred.
- Familiarity with financial reporting and analytics tools (e.g., Power BI) and Microsoft Office Suite.
United Wheels Inc. is an Equal Opportunity Employer. We welcome all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Research shows strong candidates often hold back if they don't meet every requirement — if you believe your experience is a good match for this role, we encourage you to apply. Reasonable accommodations are available during the hiring process; just let us know.
