Senior ERP Product Owner and Customer Support - Orion (Remote)

Overview

This Operations and Finance Product Owner role owns performance, configuration, adoption, access governance, and continuous improvement of the organization’s core operational and financial processes across COINS and connected systems.

The Product Owner serves as the functional owner for end-to-end capabilities spanning finance and construction accounting, with a central responsibility of ensuring system access and workflow designs maintain effective segregation of duties across finance and operations.

This is a hands-on product ownership and support role focused on identifying issues, driving root-cause analysis, coordinating resolution, validating outcomes, and remaining accountable until processes work as intended.

Responsibilities

Product and Process Ownership

• Own the operations and finance product roadmap, prioritized backlog, and functional outcomes for COINS and applicable connected systems.
• Establish standardized business processes and configurations across the organization while clearly defining enterprise and Operating Company responsibilities.
• Translate business needs into functional requirements, configuration decisions, controls, test scenarios, and acceptance criteria.
• Evaluate defects and enhancement requests using business value, risk, scalability, control requirements, and alignment with enterprise standards.
• Coordinate across Finance, Operations, Systems, Data, Integration, and third-party partners to deliver complete solutions and drive issues through verified resolution.

Finance and Construction Accounting

• Own and continuously improve processes for:
  • General ledger, chart of accounts, financial dimensions
  • Accounts payable and accounts receivable, collections, cash application
  • Billing, revenue recognition
  • Job costing, cash management, bank reconciliation
  • Fixed assets, intercompany transactions
  • Financial close, reporting, and audit support
• Own construction-specific processes including:
  • Percentage-of-completion accounting
  • Work in progress (WIP), cost-to-complete forecasting
  • Overbilling/underbilling, retainage
  • Schedule-of-values billing
  • Change orders, committed costs
  • Subcontractor accounting, labor and burden allocation
  • Project profitability reporting
• Ensure project and finance teams can reconcile contracts, budgets, commitments, actual and forecast costs, billings, collections, and recognized revenue at the project level.
• Ensure transactions originating in projects, service, purchasing, inventory, payroll, and connected systems are accurately reflected in job cost, WIP, and the general ledger.

Operations and Configuration

• Own procurement, purchase orders, requisitions, approvals, receiving, three-way matching, inventory/warehouse transactions, material transfers, and job-issued inventory.
• Own subcontractor commitments, project setup, cost codes, operational master data, equipment-related financial transactions, and exception management.
• Partner with the Service and Payroll Product Owners to ensure operational activity flows completely and accurately into job cost, payroll, billing, and the general ledger.
• Maintain functional configuration, decision logs, process maps, operating procedures, and configuration documentation.
• Assess configuration changes for downstream impacts to reporting, integrations, security, controls, and other COINS modules.
• Prefer standard, reusable configuration and process changes over customization; maintain enterprise standards for chart of accounts, cost codes, financial dimensions, approval workflows, transaction types, and master data.
• Ensure changes follow software development lifecycle, testing, approval, and release-management requirements.

Implementation and Financial Close

• Manage and continuously improve the close plan, including subledger cutoffs, job-cost validation, WIP preparation, project-manager review, reconciliations, journal entries, financial-statement review, issue resolution, and approvals.
• Identify blockers early, assign corrective actions, and remain accountable until the eight-day close requirement is achieved.
• Develop and execute end-to-end functional tests; validate opening balances, master data, open transactions, control totals, record counts, and reconciliation results.
• Support evidence-based go/no-go decisions and establish blackout, rollback, reconciliation, and exception-handling procedures.
• Validate the first billing, accounts payable, purchasing, bank-reconciliation, WIP, and close cycles after go-live, then transition the Operating Company into sustainable support without losing open issues or decisions.

Support and Continuous Improvement

• Serve as the functional support owner for operations and finance incidents and questions.
• Prioritize requests by severity, financial/operational impact, and number of affected users or Operating Companies—immediately focusing on production, payroll, billing, cash, purchasing, and close issues.
• Diagnose root causes across process, configuration, security, data, integrations, training, and user execution; engage technical or vendor resources as needed while retaining ownership of outcomes.
• Confirm each solution is tested, implemented, communicated, and operating successfully before closure.
• Analyze ticket trends, process performance, reconciliations, control exceptions, and user feedback to eliminate recurring issues and reduce manual work, spreadsheet dependency, duplicate entry, and avoidable support demand.
• Create knowledge articles, job aids, standard responses, and user guidance; monitor ticket volume, aging, service levels, recurring themes, and customer satisfaction.
• Identify opportunities for workflow automation, automated testing, exception reporting, and system integration; measure whether improvements deliver intended results.

Access Governance and Controls

• Own the functional segregation-of-duties framework for finance and operations in COINS and connected systems.
• Define incompatible-duty rules across vendor/customer setup, purchasing, receiving, invoice entry, payments, billing, cash application, journal entries, bank reconciliation, master data, and system administration.
• Design standardized roles based on job responsibilities, least privilege, and control requirements.
• Review access requests, role changes, transfers, and terminations for conflicts before access is approved or modified.
• Conduct periodic access and segregation-of-duties reviews with Operating Company leadership, Finance, Internal Audit, IT, and Security.
• Document conflicts, risk owners, remediation actions, compensating controls, approvals, and review frequency; drive remediation through access removal, role/workflow redesign, separation of duties, or approved compensating controls.
• Ensure compensating controls are specific, evidenced, independently reviewed, and effective against identified risks.
• Maintain an audit-ready segregation-of-duties matrix, role catalog, access-review evidence, exceptions, and remediation status.
• Embed approvals, audit trails, reconciliations, and exception reporting in system workflows; support SOX readiness, audits, control testing, and remediation.
• Escalate unresolved high-risk conflicts and control failures and remain accountable until the risk is accepted or remediated.

Training and Adoption

• Develop and deliver role-based training for finance, operations, purchasing, project administration, and leadership users during implementations, releases, and process changes.
• Confirm users can perform required processes accurately rather than measuring success only by training completion.
• Monitor adoption, transaction quality, process compliance, and use of standard workflows.
• Work directly with Operating Companies to correct gaps in knowledge, execution, or accountability while maintaining control requirements.

Measures of Success

• Finance and operations processes operate reliably across live Operating Companies, with recurring incidents and transaction failures permanently resolved.
• Each implementing Operating Company completes an accurate close within eight business days, with reconciled subledgers, job cost, WIP, billings, and revenue.
• Job cost, forecasts, retainage, commitments, project billing, and revenue recognition are complete, accurate, and visible to project and finance leaders.
• Operating Companies adopt standard configuration and processes; justified exceptions are documented, approved, and supportable.
• High-impact support issues have clear ownership and timely resolution; ticket aging and repeat incidents decline.
• Required approvals, reconciliations, audit trails, access controls, and segregation-of-duties controls operate as designed and remain audit-ready.
• Manual workarounds, spreadsheets, duplicate entry, and transaction corrections decline; enhancements produce measurable improvements in accuracy, cycle time, control, or user experience.

Qualifications

Required

• Bachelor's degree in accounting, finance, business, operations, information systems, or a related field.
• Five or more years of experience supporting finance or operational processes in an ERP environment.
• Construction or project-based accounting experience including job costing, work in progress, percentage-of-completion revenue recognition, retainage, committed costs, project billing, and cost-to-complete forecasting.
• Experience leading or materially supporting an eight-day financial close, including subledger reconciliation, WIP preparation, journal entries, financial review, and issue resolution.
• Strong working knowledge of general ledger, accounts payable, accounts receivable, billing, purchasing, job costing, WIP, and financial close.
• Experience designing or administering ERP roles, access controls, segregation-of-duties matrices, user-access reviews, or control-remediation processes.
• Ability to identify and remediate incompatible duties across procure-to-pay, order-to-cash, record-to-report, cash management, and system administration without disrupting operations.
• Experience configuring, testing, implementing, or supporting ERP business processes and translating business needs into requirements, test cases, and process documentation.
• Demonstrated ability to diagnose complex functional issues and drive them through verified resolution.
• Strong understanding of financial controls, reconciliations, approval workflows, audit trails, least privilege, and privileged access.
• Strong written communication, training, documentation, stakeholder-management, and cross-functional leadership skills.

Preferred

• CPA, CMA, CIA, CISA, MBA, or another relevant finance, audit, or controls credential.
• Big Four accounting or consulting experience supporting ERP controls, segregation-of-duties design, SOX readiness, internal controls, or audit remediation.
• Product Owner, Scrum Product Owner, or comparable product-management certification.
• Experience with COINS or another construction-focused ERP platform.
• Experience with governance, risk, and compliance tools or automated segregation-of-duties analysis.
• Experience in construction, mechanical services, specialty contracting, field service, or another project-based industry.
• Experience supporting multiple businesses in a decentralized or private-equity-backed organization.
• Experience with ERP implementations, acquisitions, data migration, cutover, hypercare, and post-go-live stabilization.
• Experience with SOX or IPO readiness, system integrations, automated workflows, data reconciliation, and exception reporting.

Compensation & Benefits

• $155K base salary with opportunity for performance-based bonus.

Location

• Remote with required travel.