Senior Technical Lead, Microsoft Dynamics 365 F&O - Atlanta, GA
Cortland Company
Senior Technical Lead, Microsoft Dynamics 365 F&O - Atlanta, GA
Atlanta, GA; Dallas, TX
At Cortland, we operate with a forward-thinking approach that challenges conventional norms and actively seeks insights beyond traditional industry boundaries. As a recognized leader in the multifamily sector, our focus on performance, innovation, and disciplined execution continues to drive strong growth and market leadership. We are committed to building a best-in-class organization by empowering top talent with the resources, autonomy, and support needed to deliver results and advance their careers in a high-performance environment.
Role Overview
As the Senior Technical Lead for Microsoft Dynamics 365 F&O, you will serve as the in-house platform expert and a critical member of the Enterprise Applications team. This role represents the senior technical voice for F&O at Cortland, with ownership across how the platform is configured, extended, integrated and operated on day-to-day basis, while working closely with the Director of Enterprise Applications and VP on architectural direction. Your deep knowledge and expertise will help shape how F&O participates in Cortland's wider technology landscape and finance processes.
This position is designed for an influential, hands-on technical leader who goes beyond gathering requirements and workshop facilitation—someone who can critically evaluate business needs, challenge assumptions where needed, and translate them into pragmatic, high-quality F&O solutions. You will bring a strong point of view on platform capabilities, best practices, and trade-offs, ensuring decisions are both technically sound and aligned to long-term strategy.
Additionally, you will play a key role in cross-platform collaboration, working closely with the Enterprise Integration & Automation (EIA) team as integrations between F&O and other platforms are designed, executed and delivered. Acting as the F&O subject matter expert, you will help define data flows, integration patterns and solution decisions to ensure they align with the platform architecture and the operating model.
F&O Solution Design & Configuration
- Lead the functional design for F&O, recommending how Cortland's finance processes should be configured within the platform, including financial dimensions, chart of accounts, workflows, approval hierarchies, and module-level setup. While a more junior team will carry out much of the routine configuration, you will guide the approach, review their work, and step in hands-on where complexity demands it.
- Ensure that configuration decisions are well-reasoned, properly documented, and maintainable, not just technically correct but right for Cortland's operating model and long-term platform strategy.
- Provide expert input on design questions raised by Product Managers, implementation partners, or finance stakeholders, giving clear, well-grounded recommendations.
- Assess enhancement requests and change proposals against the existing F&O configuration to identify downstream impacts, risks, and the most effective approach to delivery.
- Keep pace with Microsoft's F&O release cycle, understanding what is changing, what new capabilities are becoming available, and how they may be relevant to Cortland.
- Apply judgment on where to extend F&O: in-platform via X++ extensions, externally via Power Platform, Business Events, or Azure Functions, or through Dataverse and integration. Avoid both over-customization in X++ and over-reliance on external orchestration.
Integration Partnership with EIA
- Act as the F&O subject matter expert for all integration workstreams; this is one of the most critical aspects of the role.
- Work closely with the Enterprise Integration & Automation team during integration design: providing detailed knowledge of F&O data structures, entities, APIs, and constraints so that integration decisions are grounded in reality.
- Participate in field mapping sessions, review data flow designs, and validate that what is being built will work correctly within F&O's data model and processing logic.
- Flag integration design decisions that could cause problems downstream (whether that is data quality issues, process failures, or configuration conflicts) and help the EIA team navigate them.
- Act as a bridge between how F&O works and how the broader technology ecosystem needs to interact with it, ensuring integrations with Coupa, Adaptive Planning, and other connected systems are designed soundly.
Platform Ownership
- Own the ongoing health of the F&O environment (change management, security model, workflow integrity, and configuration coherence), running a structured process for how changes get made, reviewed, and released. On a small team this is a hands-on responsibility.
- Support resolution of complex F&O issues, bringing platform expertise to diagnose root causes and recommend solutions.
- Maintain accurate, up-to-date documentation of the F&O configuration, ensuring the EA team has a reliable record of how the system is set up and why decisions were made.
- Act as the go-to subject matter expert for more junior team members carrying out F&O configuration, reviewing their work, coaching on platform best practices, and stepping in where complex or higher-risk changes require senior judgement. This is not a line management role, but it does require the willingness to guide and upskill others.
Testing & Quality Assurance
- Design and execute functional test scenarios for F&O configuration changes and enhancements, ensuring test coverage reflects the complexity of the underlying design.
- Support UAT by helping to validate that test outcomes align with intended configuration behaviour and advising on defect triage where platform knowledge is needed.
- Partner with the EA team's QA function using TestRail to manage test cases and track release quality.
AI & Microsoft Ecosystem
- Evaluate Copilot for Finance and embedded D365 AI features for Cortland fit, identifying where they are genuinely useful and where they are not.
- Shape how AI agents (Copilot Studio, custom agents, and emerging patterns) interact with F&O data via Dataverse, custom connectors, and Business Events, bringing a platform-grounded view to what is feasible, safe, and maintainable.
- Contribute to the EA team's AI Tooling Governance function, helping define guardrails for what AI capabilities get access to F&O data and how.
- Stay current on Microsoft's roadmap across F&O, Power Platform, Dataverse, and Fabric, and bring informed perspectives on adoption timing.
Qualifications
- Deep, hands-on experience with Microsoft Dynamics 365 Finance & Operations: you have worked in the system extensively and understand how it behaves, not just what it is supposed to do.
- Strong working knowledge across core F&O finance modules: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, and Financial Reporting.
- Experience contributing to integration design as the F&O subject matter expert, understanding F&O data entities, OData APIs, and how data moves in and out of the platform.
- Strong working knowledge of modern F&O extension patterns: Business Events, Dataverse virtual entities and dual-write, Power Platform integration, and OData APIs, with judgment on when to extend in-platform versus externalize.
- The ability to form and communicate clear, well-reasoned positions on design questions; this role requires opinions, not just options.
- Experience working in a structured delivery environment alongside Product Managers, implementation partners, and technical integration teams.
- Strong attention to detail, particularly around configuration documentation, field mapping, and the downstream consequences of design decisions.
- Able to read X++ and reason about extension patterns (chain-of-command, event handlers, table extensions) well enough to review partner- or developer-delivered code for quality and upgrade safety. You do not need to write X++ daily.
Highly Desirable
- Experience with real estate, property management, or multifamily business processes, particularly entity-level accounting, property cost allocation, or lease accounting structures.
- Familiarity with Coupa and how it integrates with an ERP such as F&O, particularly around procurement-to-pay data flows.
- Experience with Adaptive Planning or a similar FP&A tool connected to Dynamics 365.
- Exposure to Microsoft Copilot for Finance and Agentic AI capabilities within the Microsoft ecosystem.
- Experience with Dataverse and Power Platform integration patterns connected to F&O.
- Familiarity with Microsoft Fabric or Synapse Link for Dataverse, particularly for analytics and AI use cases over F&O data.
- Microsoft Dynamics 365 Finance certification (MB-310 or equivalent).
- Familiarity with Agile delivery practices and tools such as Jira.
About Cortland
Founded in 2005, Cortland is an international, vertically integrated multifamily real estate investment, development, and management firm with a resident-centric approach to living experiences. Recognized as one of the top 10 multifamily owners and operators in the US, Cortland combines in-house design, construction, and operations to deliver value and innovation across its portfolio.
Join us as we reimagine apartment living and drive outsized returns through purpose, performance, and people.
Cortland is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email View email address on click.appcast.io
Cortland is a drug-free workplace.
Cortland participates in e-verify to verify the employment status of all persons hired to work in the United States.
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When you apply to a job on this site, the personal data contained in your application will be collected by Cortland ("Controller"), which is located at 3424 Peachtree RD NE Suite 300 Atlanta, GA and can be contacted by emailing View email address on click.appcast.io because Controller wishes to evaluate your candidacy for employment at Controller. Your personal data was either obtained from publicly available sources (e.g. LinkedIn) or provided to Controller by someone who referred you for potential employment. Controller's data protection officer is Greg Shultz, who can be contacted at View email address on click.appcast.io. Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
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