drjobs Principal Digital Product Manager Dynamics 365 Finance

Principal Digital Product Manager Dynamics 365 Finance

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Job Location drjobs

Chicago, IL - USA

Monthly Salary drjobs

$ 144960 - 235440

Vacancy

1 Vacancy

Job Description

Career Area:

Technology Digital and Data

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining a global team who cares not just about the work we do but also about each other. We are the makers problem solvers and future world builders who are creating stronger more sustainable communities. We dontjust talk about progress and innovation here we make it happen with our customers where we work and live. Together we are building a better world so we can all enjoy living in it.

Job Summary:
Caterpillar is seeking a well-qualified Principal Digital Product Manager; Dynamics 365 Finance who will be responsible for supporting the finance functional needs of the Caterpillar Enterprise Resource Platform (ERP) template for our Caterpillar Dealers. The Caterpillar ERP product will be built using Microsoft Dynamics 365 Finance and aim to improve for dealer operations with core financial and accounting processes by aligning the platform with business objectives finance processes and compliance requirements.

The Caterpillar ERP template seeks to transform our operations by providing our Dealers with a modern ERP that will drive financial efficiencies and effectiveness for their finance business operations.

What You Will Do:

The Principal Digital Product Manager; Dynamics 365 Finance will partner with ERP stakeholders to generate finance requirements for the ERP to ensure the system supports efficient accurate and compliant financial operations. The product manager coordinates with product development engineers to track and communicate design development support and maintenance addition the role will drive continuous improvement to enhance financial performance process efficiencies and reporting accuracy.

Key responsibilities include:

Product Vision & Strategy:

  • Define and communicate the finance product vision roadmap and release plans aligned with business goals.

ERP System Ownership:

  • Own prioritize and manage the D365 Finance product backlog with a focus on finance-driven enhancements. Stay current with Microsoft D365 Finance updates and recommend features that enhance financial operations.

Requirements Definition:

  • Collaborate with Caterpillar Caterpillar Dealers and business stakeholders to elicit analyze and document complex business requirements translating them into actionable specifications
  • Partner with Microsoft and our Systems Implementation Partner to translate requirements into user stories and acceptance criteria tailored for our industry.
  • Act as the voice of the Dealer throughout the development process ensuring the requirements from our stakeholders and end-users are incorporated in the ERP product
  • Ensure all aspects of Dealers financial operations are covered by the capabilities within the Cat Dealer ERP product.
  • Coordinate with other Product Managers for cross-functional requirements and roadmap planning to deliver Dealer Business Processes.

Delivery and Execution:

  • Oversee the ERP implementation to ensure it meets specifications and Caterpillar quality security and usability standards.
  • Participates in acceptance testing and training of the ERP with business stakeholdersthroughout product lifecycle. Certify the ERP product (and capabilities) meets acceptance criteria while prioritizing / remediating any issues through release cycles.
  • Demonstrate and create demo videos of the CAT ERP template functionality.

Release Management:

  • Coordinate and validate business requirements to support timely and high-quality software releases.
  • Facilitate sprint planning backlog refinement and stakeholder communication to ensure business value delivery.
  • Partner with cross-functional teams to manage release dependencies clarify requirements and maintain alignment throughout the development cycle.

Stakeholder Management:

  • Build and maintain strong relationships with key stakeholders including Cat Digital leads external vendors and Caterpillar Dealers

Change Management:

  • Work in conjunction with the Dealer Advisory Board to identify opportunities to improve Dealer processes drive operational consistency through the ERP template and identify change management requirements for the Dealers

User Training:

  • Collaborate with Training departments to deliver user training programs provide ongoing support and address user issues / enhancement requests

Support:

  • Produce product documentation for the Finance module and collaborate with the Support team to generate adequate support materials workflows and playbooks to ensure Dealer use of the product. Assist where needed in remediating support issues through roadmap / delivery team adjustments

What You Will Have:

ERP & Systems Knowledge (MS Dynamics 365 Finance focus)

  • Hands-on experience with Microsoft Dynamics 365 Finance (or other related ERP) in a product or process leadership role.
  • Understanding of ERP system configuration security and integrations with related systems.
  • Awareness of Microsoft release cycles and ability to assess new features for business value.
  • Knowledge of ERP product lifecycle management including adoption and change management.

Business Analysis:

  • Strong understanding of core accounting and finance operations (AP AR GL FA budgeting and reporting).
  • Ability to identify gaps and inefficiencies in financial workflows and design system-driven solutions.
  • Familiarity with GAAP IFRS SOX and audit/compliance requirements.
  • Experience supporting month-end close audit readiness and financial statement accuracy.

Decision Making and Critical Thinking:

  • Strong analytical skills to interpret financial/operational data and identify improvement opportunities.
  • Experience defining and monitoring KPIs such as close cycle time invoice processing efficiency and reporting accuracy.
  • Ability to support Finance leadership with data-driven insights and decision-making.
  • Familiarity with reporting tools like Power BI or other financial analysis platforms.
  • Monitors developments in critical-thinking and decision-making models for potential use by organization.
  • Anticipates special issues and considerations for effective decision-making during a crisis.


Effective Communications:

  • Ability to translate complex finance requirements into business-friendly and technical terms.
  • Skilled at facilitating workshops demos and discussions with Finance IT and business leaders.
  • Strong presentation and negotiation skills to align diverse stakeholders.
  • Collaborative approach to building consensus and driving adoption across departments.


Software Problem Management:

  • Documents resolution progress and provides feedback to customers.
  • Describes issues and consideration for resolving problems involving other products or vendors.
  • Works with tracking and resolving common types of problems providing examples and follows proper notification and escalation procedures when needed.


Software Product Business Knowledge:

  • Proven experience owning a product backlog defining roadmaps and managing releases.
  • Skilled in writing clear user stories and acceptance criteria based on stakeholder input.
  • Comfortable leading sprint planning reviews and retrospectives with cross-functional teams.
  • Ability to balance competing priorities and ensure alignment with business objectives.

Considerations For Top Candidates:

  • Participates in User Acceptance Testing (UAT)
  • Software Product Management
  • Bachelors degree in Finance Accounting Business Administration or Information Systems or equivalent experience.
  • Experienced as a Product Owner Finance Systems Analyst or Finance Process Lead with Microsoft Dynamics 365 Finance (or Dynamics AX).
  • Proven knowledge of core finance processes: AP AR GL FA budgeting and reporting.
  • Familiarity with GAAP IFRS SOX and audit/compliance standards.
  • Working knowledge of ERP design and project planning.
  • Agile/Scrum experience with system enhancement delivery.
  • Strong leadership in working within a cross-functional organization to coordinate development dependencies and risks for product delivery
  • Experience in Dealer and / or Rental industry is a plus

Additional Details:
Ability to travel up to 20% - typically to Cat Digital hubs and/or Dealers in various regions

Summary Pay Range:

$144960.00 - $235440.00

Compensation and benefits offered may vary depending on multiple individualized factors job level market locationjob-related knowledge skills individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility terms and guidelines. This is a summary list of benefits.

  • Medical dental and vision benefits*

  • Paid time off plan (Vacation Holidays Volunteer etc.)*

  • 401(k) savings plans*

  • Health Savings Account (HSA)*

  • Flexible Spending Accounts (FSAs)*

  • Health Lifestyle Programs*

  • Employee Assistance Program*

  • Voluntary Benefits and Employee Discounts*

  • Career Development*

  • Incentive bonus*

  • Disability benefits

  • Life Insurance

  • Parental leave

  • Adoption benefits

  • Tuition Reimbursement

* These benefits also apply to part-time employees

Visa sponsorship is available for eligible applicants.

Posting Dates:

September 23 2025 - September 30 2025

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

Not ready to apply Join our Talent Community.


Required Experience:

Staff IC

Employment Type

Full-Time

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