Copilot Studio Solution Architect
Role details
Job location
Tech stack
Job description
We are seeking an experienced Copilot Studio Solution Architect to lead the design and delivery of complex agentic AI solutions within a financial services environment. The initial focus of this role will be to architect and implement an AI-driven reconciliation automation solution across accounting and finance processes.
The successful candidate will act as the technical authority for Copilot Studio-based agent architectures, integrating Microsoft Power Platform, enterprise data sources, and accounting systems to deliver scalable, secure, and auditable solutions aligned with financial services regulatory standards., * Lead the end-to-end architecture of agentic solutions built using Microsoft Copilot Studio, including multi-agent orchestration and human-in-the-loop patterns.
- Design AI-driven workflows to automate accounting reconciliation processes, including exception handling, variance analysis, and audit traceability.
- Define conversational, event-driven, and autonomous agent behaviors aligned to business outcomes.
- Oversee hands-on delivery of Copilot Studio solutions, including custom connectors, plugins, and integration with:
- Implement governance, monitoring, and lifecycle management for AI agents in production.
- Ensure solutions are secure, performant, and compliant with internal architecture standards.
- Embed financial controls, auditability, and explainability into agent workflows.
- Partner with Risk, Compliance, and Finance stakeholders to validate AI outputs and controls.
- Translate business requirements from Finance and Accounting teams into scalable technical solutions.
- Act as a trusted advisor to senior stakeholders on agentic AI strategy and roadmap.
- Provide technical leadership to developers and platform teams.
Requirements
The ideal candidate will have the following:
- Strong hands-on experience with Microsoft Copilot Studio (including advanced conversational design and agent orchestration).
- Proven experience delivering complex agentic or autonomous AI solutions in enterprise environments.
- Deep understanding of Power Platform (Power Automate, Dataverse, Power Apps).
- Experience integrating Copilot Studio with enterprise systems via APIs and custom connectors.
- Experience delivering technology solutions within financial services desirable.
- Experience with cloud platforms (Azure preferred).
- Knowledge of secure architecture patterns, identity and access management, and data governance.
- Ability to design scalable, resilient, and maintainable AI-driven solutions.
Desirable Experience
- Experience with Dynamics 365 Finance or other finance ERP systems.
- Exposure to AI governance, model monitoring, and responsible AI practices.
- Microsoft certifications in Power Platform or Azure (eg, Power Platform Solution Architect Expert).