Product Manager – Finance Systems, ERP

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Ledgebrook

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2021

💸 Finanças

💳 Fintech

💰 Series B em 2024-09

Finance • Fintech • Insurance

Ledgebrook é um agente geral gestor (MGA) de E&S habilitado por tecnologia que oferece aos corretores atacadistas uma experiência de cotação rápida e eficiente. Com foco em soluções de subscrição orientadas por velocidade e tecnologia, a Ledgebrook utiliza modelagem avançada e análises para fornecer cotações rapidamente e aprimorar as submissões dos corretores. A empresa oferece diversos produtos de seguro, incluindo responsabilidade civil geral, responsabilidade profissional e cobertura de sinistros em excesso, garantindo soluções personalizadas para as necessidades específicas dos clientes.

Descrição

• Own Finance Systems Roadmap • Own the product lifecycle for Workday ERP, billing, invoicing, and reinsurance accounting systems. • Lead roadmap planning aligned with quarterly and annual finance OKRs. • Translate finance and accounting requirements into scalable system design. • Drive implementation and optimization of Workday modules (GL, Revenue, Billing, Cash, Integrations). • Define integration requirements between Workday and claims, underwriting, actuarial, and reinsurance systems. • Own product requirements for premium billing, commissions, cash application, and reconciliation workflows. • Improve automation in premium-to-cash lifecycle. • Establish system controls and audit readiness. • Design scalable systems for ceded premium tracking, bordereaux, recoverables, and reporting. • Define integration patterns between policy, claims, actuarial, and reinsurance systems. • Lead agile ceremonies for finance systems initiatives. • Own Jira workflows for finance tech projects. • Define acceptance criteria and ensure stakeholder sign-off. • Coordinate QA, UAT, documentation, and release readiness. • Improve system reliability, financial data integrity, and reconciliation processes. • Establish KPIs around billing accuracy, close time, automation rate, and data quality. • Reduce manual finance operations through automation and integration.

🎯 Requisitos

• 5+ years in product management, finance systems, ERP implementation, or technical program management. • Deep experience leading Workday or similar ERP projects (GL, Billing, Revenue, Integrations). • Experience gathering requirements across Finance, Accounting, and Engineering. • Comfort working with APIs, data integrations, and system architecture. • Experience managing cross-functional delivery in a fast-growing company. • Experience in insurance or insurtech (MGA, carrier, broker). • Strong understanding of accounting workflows (premium, claims, commissions, cash, reinsurance). • Familiarity with reinsurance accounting and bordereaux processes. • Understanding of data platforms (Snowflake, dbt) and finance reporting pipelines. • SQL literacy for validation and reconciliation. • Experience improving financial close processes or SOX controls. • Background in operational excellence or process automation. • Important - only for candidates applying from the U.S.: This position is open only to candidates who are authorized to work in the United States without the need for current or future employer-sponsored work authorization. We are unable to offer visa sponsorship at this time.

🏖️ Benefícios

• 100% employer-paid health insurance • 100% remote work, flexible hours • Unlimited paid time off • Work with an ambitious, smart, fun team to transform a $1T global industry • Ownership, autonomy, purpose