Job Description
FP&A & Finance Data Consultant (SAP)
- OverviewSeeking a hands-on FP&A & Finance Data Consultant to support legacy ERP–to–SAP migrations in complex, regulated environments. This role focuses on executing finance data migration, SAP master data management, FP&A enablement, and consolidation support, while leveraging AI to improve data migration speed, accuracy, and control. Health insurance industry experience is mandatory; retail pharmaceutical industry experience is desired. The role is mostly remote, but some travel may be required, and candidates must be able to work Eastern Time Zone hours.Key Responsibilities:
- Execute hands-on financial and master data migration from legacy ERPs into SAP
- Design and validate data mapping, cleansing, transformation, and reconciliation processes
- Leverage AI and automation to support data migration activities, including:
- Automated profiling of legacy ERP data to identify data quality issues and outliers
- AI-assisted mapping of charts of accounts, cost centers, profit centers, and hierarchies
- Intelligent matching and reconciliation of balances between legacy systems and SAP
- Anomaly detection to flag unusual transactions, balances, or master data relationships
- Pattern recognition to identify duplicate, inactive, or misclassified master data
- Create, maintain, and govern SAP finance master data across SAP FI/CO and insurance-specific modules, including:
- General ledger accounts and charts of accounts
- Cost centers, profit centers, and hierarchies
- Company codes, controlling areas, and functional areas
- Internal orders, WBS elements, and statistical key figures
- Legal entities, consolidation units, and intercompany relationships
- Support finance data structures and integration for SAP Financial Services modules, including FS-DC and FS-PL
- Support chart of accounts, legal entity, and organizational structure redesigns
- Support financial consolidations, intercompany eliminations, and statutory reporting
- Participate in testing cycles, mock conversions, cutover activities, and post-go-live hypercare
- Ensure migrated data supports FP&A, forecasting, consolidations, actuarial, and management reporting
- Collaborate with Finance, IT, SAP, actuarial, compliance, and analytics teams
- Health Insurance–Specific Responsibilities
- Support finance data related to claims processing, premium revenue, medical expenses, and administrative costs
- Enable reporting and analysis for medical loss ratio (MLR), utilization, and cost trend analysis
- Support data structures related to risk adjustment, reinsurance, provider payments, and policy-level data
- Support integrations and reporting related to SAP FS-DC (Collections and Disbursements) and FS-PL (Policy Management)
- Assist with finance data requirements for regulatory reporting (NAIC, state filings)
- Ensure data accuracy and controls aligned with SOX, audit, and insurance regulatory requirements
- Qualifications:Required
- 5+ years of FP&A, finance transformation, or consulting experience
- Health insurance industry experience
- Direct experience migrating finance data from a legacy ERP into SAP
- Strong SAP FI/CO master data expertise
- Experience supporting financial consolidations
- Advanced Excel skills for reconciliation and validation
- Desired
- Retail pharmaceutical industry experience
- Hands-on experience applying AI or intelligent automation in finance data migration
- Experience with SAP insurance modules, including FS-DC and FS-PL
- Experience with SAP consolidation and planning tools (Group Reporting, BPC, SAC)
- Experience with SAP migration tools (Migration Cockpit, LTMC, LSMW)
- Python, SQL, or data automation experience
- Soft Skills
- Execution-focused and detail-oriented
- Comfortable working with complex, regulated insurance data
- Strong communicator across finance, technical, actuarial, and compliance teams
- Engagement
- Contract or consulting role
- Mostly remote, but some travel may be required
- Must work Eastern Time Zone hours
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