ERP Transformation Manager-D365 F&O

Job Description

Job Description

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External Job Title: ERP Transformation Manager-D365

Internal Job Title: Sr. Manager, Finance Transformation (hybrid- onsite Monday- Thursday)

Location: US-GA-Atlanta (Sandy Springs)

FLSA : Exempt 

#LI-Hybrid

Job Overview :

We are seeking a Finance Transformation leader to lead the finance workstream of our Dynamics 365 Finance & Operations (D365 F&O) implementation while maintaining continuity of our current finance operations. This is a critical role at the intersection of finance, technology, and business operations — responsible for bridging our legacy Great Plains environment and proprietary contracting platform with our future-state ERP architecture.

The right candidate is a hands-on manager who can hold both current-state and future-state simultaneously: ensuring our high-volume transaction processing, contract accounting, claims payments, and commissions operations run without disruption — while actively driving the D365 build to a successful go-live.

Job Responsibilities:

• Own the finance workstream within our active D365 F&O implementation, focused on partnering and collaboration across technology teams including ISVs and contractors to drive design, build, UAT, and cutover.
• Represent finance in all system design decisions and defining when key directional decisions should be reviewed and ratified by Finance leadership — ensuring alignment with system integrator recommendations and ensuring the configurations reflect our operational realities.
• Manage the integration between D365 and our proprietary contracting platform, overseeing data migration strategy, mapping, and validation.
• Maintain implementation risk register; escalate blockers to finance and technology leadership with clear options and recommendations.
• Ensure uninterrupted operation of all finance processes during the migration period — including contract processing, cancellations, claims payments, commissions payouts, and accounting.
• Serve as the primary finance owner for Great Plains until cutover is complete and D365, managing any parallel-run period and ensuring data integrity across systems, including ERP master and metadata management.
• Oversee the integration layer that connects our contracting system and Great Plains, coordinating with IT on any changes or stabilization required during migration.
• Document current-state finance processes and design future-state workflows within D365, identifying opportunities to automate, standardize, and improve.
• Define and own the chart of accounts, financial reporting structure, and period-close process within D365 F&O.
• Post go-live, lead the stabilization and continuous improvement of finance operations on the new platform.
• Act as the primary liaison between Finance, IT, and external implementation partners — translating between business requirements and system capabilities.
• Manage and develop finance operations staff, building capability on D365 ahead of go-live through training and change management activities.

• Report implementation status, risks, and milestones to executive leadership on a regular cadence

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.

Job Requirements:

• 5–8 years of progressive finance experience, with at least 2 years in a management or team lead capacity.
• Demonstrated hands-on experience with Dynamics 365 Finance & Operations and having participated in or led a full-cycle implementation.
• Strong understanding of ERP integration patterns; ability to engage credibly with IT and SI teams on data architecture, middleware, and API connectivity.
• Proficiency in Microsoft Dynamics GP (Great Plains) or equivalent mid-market ERP, with experience managing a parallel-run or cutover transition.
• Deep knowledge of finance operations in a high-volume transaction environment — including AR/AP, revenue recognition, commissions accounting, and period-close.
• Experience authoring and owning UAT test scripts, data migration validation, and cutover planning documentation.
• Background in vehicle warranty, F&I, insurance — or equivalent experience in a business processing high volumes of contracts and cancellations.
• CPA or equivalent finance qualification is a plus, not a requirement.
• Equally comfortable in a spreadsheet, a design workshop, and an executive status meeting.
• Strong written and verbal communication — able to translate technical system decisions into plain finance language and vice versa.
• High tolerance for ambiguity; able to make sound judgment calls with incomplete information in a fast-moving implementation environment.
• Structured thinker with a bias toward documentation — leaves things better defined than they were found.

Company 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.