Job Description
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.
We're looking for a Finance Transformation professional who can own this journey end-to-end — not just execute tasks, but identify what's broken, design what good looks like, and drive adoption across finance, product, and engineering teams.
What You'll Own
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Lead delivery of finance transformation projects — SAP migration, AP/AR automation, H2H banking integrations, and Tax ERP implementation
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Redesign core processes (Record-to-Report, Order-to-Cash, Procure-to-Pay) to eliminate manual workarounds and reduce cycle times
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Build and maintain data flow maps for finance reporting; work with engineering to ensure clean, audit-ready data pipelines
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Evaluate and implement RPA and AI tools to automate high-volume, low-judgment tasks in the finance function
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Develop a real-time finance dashboard for CFO/Director Finance with meaningful KPIs, not just data dumps
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Define Target Operating Models for key finance sub-functions and track progress against them
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Translate finance requirements into clear, prioritized specs for the engineering team — own the backlog, not just the wishlist
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Run change management: training, documentation, and adoption tracking for every system rollout
In your first 12 months, you'll 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 We're Looking For
Must-haves:
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5–7 years in finance transformation, management consulting, or a functional finance role with a clear process improvement focus
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Hands-on experience with ERP systems — SAP preferred; exposure to Retool, banking APIs, or Tax ERP a plus
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Strong command of Excel and SQL; Power BI or equivalent for reporting
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Ability to write a business case, track ROI of transformation initiatives, and present findings to senior stakeholders without hand-holding
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Experience working cross-functionally with product and engineering — you should be comfortable in a sprint planning meeting, not just a finance review
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Bachelor's or Master's Degree in Business, Finance, or Accounting
Nice-to-haves:
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Prior experience in a consulting firm (Big 4 / boutique) with a finance practice
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Exposure to healthcare, fintech, or insurance verticals — understanding claims reconciliation or TPA flows is a meaningful differentiator
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Familiarity with RPA tools (UiPath Automation Anywhere) or workflow automation platforms