Finance Data Validation Analyst

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November 8

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Sourcefit

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B2B • SaaS • Recruitment

Sourcefit is a leading business process outsourcing company with headquarters in the Philippines and offices in the Dominican Republic, Armenia, Madagascar, and South Africa. Founded in 2009, Sourcefit specializes in providing custom offshore and nearshore staffing solutions across various industries including IT, Finance, Healthcare, Retail, and more. They focus on offering efficient and cost-effective BPO services such as telesales, customer support, content moderation, IT support, web development, and more. Sourcefit is committed to building long-term value for organizations through customized, efficient, and integrated offshore staffing solutions.

1001 - 5000 employees

🤝 B2B

☁️ SaaS

🎯 Recruiter

📋 Description

• Validate commission rates against carrier contracts and statements. • Review policy information across carriers to confirm coverage and policy types. • Analyze carrier commission statements for verification. • Examine carrier agreements for rate validation. • Provide QA during migrations; collaborate for data accuracy. • Use structured data checks for consistency. • Execute sampling methodologies for reconciliation. • Maintain QA findings and create summary reports.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Data Science, Math, Statistics, Business Analytics, or Information Systems. • 2–5 years of experience in data validation, quality assurance, financial operations, or revenue reconciliation. • Exceptional attention to detail with an analytical mindset and curiosity for understanding how systems and financial data connect. • Advanced spreadsheet skills (Excel / Google Sheets) with comfort navigating large datasets. • Proven ability to investigate discrepancies, identify root causes, and collaborate cross-functionally to resolve issues. • Strong written and verbal communication skills; able to summarize findings and influence data-driven process improvements. • Self-motivated, reliable, and comfortable managing multiple priorities in a fast-paced environment.

🏖️ Benefits

• Commission Rate Verification: Validate commission rates against carrier contracts and statements; identify discrepancies between policy data and payments received. • Policy Data QA: Review policy information across carriers to confirm coverage, policy types, effective dates, and cancellation statuses. • Commission Statement Analysis: Analyze carrier commission statements to verify policy information and ensure completeness. • Contract Research: Examine carrier agreements and commission schedules to support rate validation and identify missing documentation. • System Migration Support: Provide QA during commission rate and policy data migrations; collaborate with Engineering and Data teams to ensure accurate transitions from hard-coded systems to master datasets. • Multi-Source Data Verification: Use structured, three-way data checks across policy reports, carrier portals, and commission statements to ensure data consistency. • Sampling & Testing: Execute structured sampling methodologies per carrier batch to reconcile premiums, commission rates, and policy status changes. • Documentation & Reporting: Maintain detailed QA findings; create reports summarizing commission accuracy and system migration validation results.