D365 Functional Consultant- Finance & Operations

D365 Functional Consultant – Finance & Operations

External Job Title: D365 Functional Consultant- Finance & Operations

Internal Job Title: Solution Architect (hybrid- Monday- Thursday)

Location: US-GA-Atlanta (Sandy Springs)

FLSA: Exempt

Employment Type: Hybrid

Job Overview

Design, configure, and optimize Microsoft Dynamics 365 Finance & Operations and corporate systems while embedding AI-driven automation across business workflows. This role bridges functional ERP expertise with hands-on AI enablement, leveraging Copilot, Claude, and agentic solutions to drive efficiency and scale.

Job Responsibilities

• Functional SME across D365 F&O (Finance, AP/AR, GL, workflows)
• Gather technical requirements and translate to configuration and functional design
• Configure and optimize D365 and connected systems (Power Platform, integrations, BI)
• Partner with technical teams on integrations, reporting, and issue resolution
• Identify and prioritize automation opportunities across functions
• Combine D365, Power Platform, and AI into end-to-end solutions
• Build and maintain agent-based solutions that automate repetitive tasks and surface insights
• Develop reusable AI patterns, prompts, and workflows for cross-functional reuse
• Support agent factory concepts (templates, reusable automation patterns)
• Ensure systems and knowledge are AI-ready and governed
• Connect enterprise data and workflows into AI-assisted user experiences
• Ensure security, audit, and Responsible AI compliance
• Support testing, monitoring, and continuous improvement
• Train and enable business users on systems

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

Requirements

• 3–6+ years D365 functional / ERP experience
• Strong Finance module expertise preferred
• Experience with technical requirements, configuration, and design
• Proficiency with Claude, Copilot, Cursor, and similar AI tools
• Ability to build prompts, workflows, or simple agents

Preferred Qualifications

• Power Platform experience (Admin Center, Power Automate, Power Apps, Power BI)
• Experience building or working with AI agents / workflow automation
• Exposure to Retrieval-Augmented Generation (RAG) or knowledge-based AI systems
• Experience integrating enterprise systems with AI platforms
• Background in finance, insurance, or operational systems

Benefits

• Medical, Dental, and Vision Insurance
• Flexible Spending Account
• Health Savings Account
• 401(k) Plan with Company Match
• Company-paid Short-Term and Long-Term Disability
• Company-paid Life Insurance
• Paid Holidays and Vacation
• Employee Referral Program
• Employee Assistance Program
• Wellness Programs
• Paid Community Service Opportunities
• Tuition Reimbursement
• Ongoing Training & Personal Development
• And More!

About Safe-Guard Products International

Safe-Guard serves Original Equipment Manufacturers (OEMs), top retailers, and independent agents in the automotive finance and insurance industry with the leading Protection Products Platform. Our platform delivers innovative protection products and solutions that protect consumers from the perils of ownership, while providing Finance & Insurance professionals the tools to ignite scalable and sustainable business growth. Safe-Guard's success is driven by over 850 employees, who serve more than 12,000 dealers and support contract holders across the U.S. and Canada.

For 30 years and counting, our team continues to transform the motor vehicle space, earning a stellar reputation from our partners and peers by providing: 1) the highest quality protection products in the industry, 2) a broad platform of branded product, technology, marketing, and training solutions, and 3) an unwavering commitment to uncomplicated care and customer service.

Safe-Guard Products International is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.