Finance Transformation

About the Role

As we scale our finance function is undergoing a significant transformation SAP integration to different business systems building real-time reporting infrastructure and automating reconciliation across insurer and corporate payment flows.

Were looking for a Finance Transformation professional who can own this journey end-to-end not just execute tasks but identify whats broken design what good looks like and drive adoption across finance product and engineering teams.

What Youll Own

• Lead delivery of finance transformation projects SAP migration AP/AR automation H2H banking integrations and Tax ERP implementation

• Redesign core processes (Record-to-Report Order-to-Cash Procure-to-Pay) to eliminate manual workarounds and reduce cycle times

• Build and maintain data flow maps for finance reporting; work with engineering to ensure clean audit-ready data pipelines

• Evaluate and implement RPA and AI tools to automate high-volume low-judgment tasks in the finance function

• Develop a real-time finance dashboard for CFO/Director Finance with meaningful KPIs not just data dumps

• Define Target Operating Models for key finance sub-functions and track progress against them

• Translate finance requirements into clear prioritized specs for the engineering team own the backlog not just the wishlist

• Run change management: training documentation and adoption tracking for every system rollout

In your first 12 months youll be expected to: own at least two major system migrations reduce manual reconciliation effort by a measurable percentage and establish a reporting cadence that gives finance leadership real-time visibility into spend and collections.

What Were Looking For

Must-haves:

• 57 years in finance transformation management consulting or a functional finance role with a clear process improvement focus

• Hands-on experience with ERP systems SAP preferred; exposure to Retool banking APIs or Tax ERP a plus

• Strong command of Excel and SQL; Power BI or equivalent for reporting

• Ability to write a business case track ROI of transformation initiatives and present findings to senior stakeholders without hand-holding

• Experience working cross-functionally with product and engineering you should be comfortable in a sprint planning meeting not just a finance review

• Bachelors or Masters Degree in Business Finance or Accounting

Nice-to-haves:

• Prior experience in a consulting firm (Big 4 / boutique) with a finance practice

• Exposure to healthcare fintech or insurance verticals understanding claims reconciliation or TPA flows is a meaningful differentiator

• Familiarity with RPA tools (UiPathAutomation Anywhere) or workflow automation platforms