FP&A & Finance Data Consultant (SAP)

FP&A & Finance Data Consultant (SAP)

Overview
Seeking 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