Financial Planning and Analysis Representative

Financial Planning & Analysis Representa

Project Role : Financial Planning & Analysis Representa
Project Role Description : Drive performance, strategic analysis and identification and correction of financial or operational concerns. Provide financial analysis to aid in decisions pertaining to the profitability and financial health of the organization.
Must have skills : SAP FI S/4HANA Accounting
Good to have skills : Microsoft Dynamics 365 ERP Technical, Oracle NetSuite ERP Financial Management
Minimum 5 year(s) of experience is required
Educational Qualification : 15 years full time education

Role Summary
Non-customer-facing technical role responsible for building, standardizing, and maintaining demo environments used by Sales Engineers.
Focus areas include:
Demo configuration and standardization
Master data and tax setup
ERP integration readiness
Documentation and enablement
This role removes repetitive configuration work from field SEs and enables consistent, high-quality demo execution across platforms.

Responsibility Areas
Demo Environment Standardization
Standardize demo workflows and user journeys across ERPs
Maintain consistent order numbers, data flows, and outcomes
Replace unrealistic demo artifacts with real-world scenarios
Ensure cross-platform parity across SAP, Oracle, Microsoft

Master Data & Configuration Management
Configure and maintain:
Product codes / classes
Usage codes / classifications
Category and taxability mappings
Pre-build mappings to eliminate live demo configuration
Enforce naming conventions and searchability

Industry Demo Scenario Development
Build pre-configured demo scenarios for industries:
Manufacturing
Energy
Healthcare
Other verticals
Enable quick scenario switching using predefined codes
Support both scripted and discovery-led demos

Cross-ERP Integration Enablement
Maintain demo readiness across:
SAP S/4HANA
Oracle Cloud ERP
Microsoft Dynamics 365
Structure and document data models (e.g., O-Series)
Support phased maturity (complex platforms like SAP later stage)

Documentation & Enablement
Create and maintain:
Scenario cheat sheets
Code definitions
Configuration documentation
Publish on Confluence or internal platforms
Ensure self-service usability for SE teams

Must-Have Skills
Functional / Domain
Experience working with below ERP platform:
SAP / Oracle / Microsoft Dynamics 365
Understanding of:
Master data configuration
Transaction flows / business processes

Technical
Hands-on experience in:
Data configuration / mapping
ERP setup or system support
Basic understanding of:
Integrations / APIs / connectors

Core Capabilities
Strong attention to detail
Experience in standardization / reusable design
Documentation and knowledge management skills
Ability to work independently in non-customer-facing environment

Good-to-Have Skills
Experience in tax systems
Exposure to multi-ERP environments
Experience supporting pre-sales / sales engineering teams
Familiarity with Confluence or knowledge management tools