Core Accounting & Microsoft Dynamics 365 Business Central Operations
· Execute complex accounts payable and accounts receivable processes within Microsoft Dynamics 365 Business Central environment
· Manage multi-entity, multi-dimensional accounting structures specific to TPA benefit administration
· Process high-volume transactions including premium collections, claim payments, and commission structures
· Maintain and reconcile complex general ledger accounts with multiple funding sources and client structures
· Ensure compliance with benefit plan accounting standards and fiduciary requirements specific to employee benefits TPAs
Process Innovation & Optimization
· Leverage AI tools to identify inefficiencies, automate routine tasks, and enhance accuracy in accounting workflows
· Design and implement process improvements using Business Central's advanced features and Microsoft Power Platform integration
· Collaborate with IT teams to optimize Business Central configurations for TPA-specific accounting needs
· Drive continuous improvement initiatives that reduce manual processes and increase data accuracy
Advanced Financial Analysis & Reporting
· Prepare complex financial reports for benefit plan sponsors, insurance carriers, and internal stakeholders
· Analyze financial data to identify trends, variances, and opportunities for operational improvements
· Support month-end and year-end close processes with emphasis on accuracy and efficiency
· Maintain detailed documentation of custom TPA accounting procedures and Business Central workflows
Cross-Functional Collaboration & Technology Integration
· Serve as Microsoft Dynamics 365 Business Central subject matter expert for finance team and cross-functional projects
· Integrate accounting processes with Microsoft Dynamics 365 CRM, Power Automate, Power BI, and other Microsoft technologies
· Collaborate with benefits administration teams to ensure accurate financial treatment of complex benefit structures
· Support system implementations, upgrades, and process automation initiatives
Required Qualifications
· Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
· Minimum 5+ years of progressive accounting experience with at least 3 years in senior-level roles
· Extensive hands-on experience with Microsoft Dynamics 365 Business Central in organizations with similar complexity ($30M+ revenue, 350+ employees)
· Deep expertise in both AP and AR accounting processes within complex organizational structures
· TPA, insurance, or employee benefits industry experience strongly preferred
· Proven experience with multi-entity, multi-fund accounting and complex reconciliation processes
Technical Expertise
· Advanced proficiency in Microsoft Dynamics 365 Business Central including setup, configuration, and advanced reporting
· Strong knowledge of Microsoft Office Suite, particularly Excel with advanced functions, pivot tables, and data analysis
· Experience with Microsoft Power Platform (Power Automate, Power BI, Power Apps) is highly desirable
· Familiarity with Microsoft Dynamics 365 CRM integration and data flow between systems
· AI tool proficiency including experience with AI-assisted data analysis, process automation, or accounting workflows
Critical Soft Skills
· Innovative mindset with demonstrated ability to identify and implement creative solutions to complex problems
· AI-forward thinking with enthusiasm for leveraging technology to enhance accounting processes and accuracy
· Exceptional problem-solving abilities with track record of resolving complex accounting challenges independently
· Critical thinking skills with ability to analyze processes, identify root causes, and develop systematic solutions
· Self-starter mentality with proven ability to work independently and drive projects to completion without constant oversight
Additional Desired Qualifications
· Experience with automated workflow design and implementation
· Knowledge of benefit plan accounting principles and fiduciary responsibilities
· Project management experience with system implementations or process improvement initiatives
· Strong analytical mindset with experience in data-driven decision making
Note: The statements herein are intended to describe the general nature and level of work
for the designated position. The statements are not a complete list of responsibilities,
duties, and skills required of personnel so classified. Also, they do not establish a contract
for employment, do not eliminate your “at-will” status in anyway, and are subject to
change at the discretion of National Benefit Services, LLC.