D365 Functional Consultant- Finance & Operations

Safe-Guard Products International LLCAtlanta, GA
Hybrid

About The Position

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.

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

Nice To Haves

  • 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

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

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
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