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Senior Manager, Finance Data Platform

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AmeriLife

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 XceleratorÂŽ, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Lead the engineering, delivery, operations, and ongoing evolution of the Finance Data Platform • Provide day-to-day leadership for engineers, finance data specialists, and partner resources • Establish priorities across Finance enhancements, strategic initiatives, production issues, reconciliations, data quality, technical debt, and platform modernization • Partner with Finance, Accounting, FP&A, Commissions, Data Architecture, Data Engineering, and enterprise technology teams • Translate complex Finance requirements and business rules into scalable technical solutions and engineering priorities • Develop expertise in the existing FDM ecosystem, including business processes, data models, transformations, integrations, dependencies, and downstream consumers • Lead data capabilities supporting general ledger, P&L, FP&A, commissions, banking, attribution, reconciliation, and financial reporting • Lead modernization and migration of Finance data capabilities onto the enterprise Databricks Lakehouse platform • Design and oversee ingestion, transformation, integration, and publishing patterns for complex financial datasets • Drive engineering standards including reusable frameworks, metadata-driven pipelines, automated testing, CI/CD, observability, and infrastructure automation • Optimize Databricks workloads for performance, scalability, reliability, and cost • Establish financial data models, reconciliation capabilities, auditability, lineage, controls, and data quality standards • Lead execution across Finance data projects, enhancements, defects, operational requests, and production issues • Establish monitoring, alerting, incident management, and production-readiness practices • Coordinate internal teams and external delivery partners • Lead, mentor, and develop the Finance Data Platform team • Participate in hiring, workforce planning, performance management, and capability development

🎯 Requirements

• 10+ years of experience across data engineering, enterprise data platforms, data architecture, financial data systems, or related disciplines • 3+ years of experience leading data engineering, data platform, or financial data teams • Experience designing, building, or operating large-scale enterprise data platforms supporting business-critical workloads • Strong hands-on experience with Databricks, Apache Spark, Delta Lake, or comparable modern cloud data technologies • Advanced SQL skills and strong knowledge of data engineering, ETL/ELT, integration, pipeline design, and performance optimization • Strong experience with cloud platforms such as Azure or AWS • Strong understanding of financial data and processes, including P&L, FP&A, General Ledger, commissions, banking, journal entries, financial reporting, reconciliation, allocations, attribution, planning, and forecasting • Experience supporting data environments where accuracy, auditability, lineage, reconciliation, and financial controls are critical • Strong knowledge of enterprise data modeling, dimensional modeling, and modern lakehouse architectures • Experience managing production data workloads and resolving complex data, pipeline, reconciliation, and platform issues • Experience implementing automated testing, monitoring, data quality, CI/CD, and production controls • Ability to translate complex Finance requirements into scalable data solutions • Ability to lead teams operating across strategic initiatives, rapid enhancements, and business-critical production responsibilities • Strong communication and stakeholder-management skills • Preferred: experience building, leading, or modernizing a Finance Data Platform, Finance Data Mart, Finance Data Warehouse, or comparable financial data ecosystem • Preferred: experience migrating legacy SQL Server, SSIS, ADF, stored procedure, or traditional data warehouse workloads to Databricks or another cloud-native platform • Preferred: experience with Varicent or comparable commission and incentive compensation platforms • Preferred: experience with OneStream or similar financial planning, consolidation, and performance management platforms • Preferred: experience in insurance, financial services, distribution, commissions, or other transaction-intensive industries • Preferred: Databricks certification and/or relevant Azure or AWS certifications • Employment offers are contingent upon successful completion of a background screening

🏖️ Benefits

• Discretionary annual bonus eligibility • PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance

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