Product Manager – Finance Systems, ERP

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🕒 vor 1 Monat

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💸 Finanzplanung und Analyse (FP&A)

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Ledgebrook

Ledgebrook

51 - 200 Mitarbeiter

Gegründet 2021

💸 Finanzen

💳 Fintech

💰 Series B im 2024-09

Finance • Fintech • Insurance

Ledgebrook ist ein technologiegestützter E&S-Management-Generalagent (MGA), der Großhandelsmaklern ein schnelles und effizientes Angebotserlebnis bietet. Mit einem Fokus auf Geschwindigkeit und technologiegetriebene Underwriting-Lösungen nutzt Ledgebrook fortschrittliche Modellierung und Analysen, um Angebote schnell bereitzustellen und die Maklereinreichungen zu verbessern. Das Unternehmen bietet verschiedene Versicherungsprodukte an, darunter Allgemeine Haftpflicht, Berufshaftpflicht und überschüssige Unfallversicherung, um maßgeschneiderte Lösungen für spezifische Kundenbedürfnisse sicherzustellen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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

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