Finance Data Platform Specialist

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🔥 0 minutes ago

🐊 Florida, Montana, +3 more states – Remote

🐊 Florida – Remote 🦬 Montana – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ⚓ Rhode Island – Remote

💵 $115k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚰 Data Engineer

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Gather, analyze, and document business and functional requirements for finance data initiatives • Prepare user stories, business rules, process flows, functional specifications, and acceptance criteria • Support initiatives involving commissions, banking, general ledger (GL), financial reporting, attribution, reconciliations, policy administration, and enterprise finance data • Work closely with Data Engineers and Data Architects to clarify business requirements and validate implemented solutions • Perform data validation, reconciliation, and functional testing • Coordinate and support User Acceptance Testing (UAT), defect tracking, and production validation • Assist with troubleshooting production issues, performing functional analysis, and validating issue resolution • Support data mapping, reference data, hierarchies, metadata, and business glossary activities • Maintain functional documentation, process documentation, and operational procedures • Participate in platform enhancements, process improvements, and release activities • Collaborate with Data Governance teams to support data quality, metadata, and business definitions • Utilize SQL to analyze, validate, and troubleshoot enterprise finance data

🎯 Requirements

• Bachelor’s degree in Information Systems, Computer Science, Business, Finance, Accounting, or a related discipline • 5+ years of experience supporting enterprise finance applications, finance data platforms, or financial systems • Experience with commissions, banking, general ledger (GL), financial reporting, attribution, reconciliations, or similar finance processes • Experience gathering and documenting business and functional requirements • Experience supporting User Acceptance Testing (UAT) and production implementations • Strong SQL skills for data analysis and validation • Excellent analytical, problem solving, and communication skills • Ability to collaborate effectively with both business and technical teams • Experience with Financial Data Management (FDM) or comparable enterprise finance platforms • Experience with Databricks, Azure, SQL Server, or modern cloud data platforms • Familiarity with enterprise data warehousing, dimensional modeling, and data integration • Experience with Agile delivery methodologies • Experience within financial services or insurance

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance