A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
Job Description Help for Job Description. Opens a new window. Must have the following in order to apply: Bachelor's degree in Information Systems, Computer Science, Business, Finance, Accounting, or a related discipline Five (5) years of experience supporting enterprise finance applications, finance data platforms, or financial systems
Preferred Qualifications:
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
Skills:
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 SQL skills for data analysis and validation Analytical, problem solving, and communication skills Ability to collaborate effectively with both business and technical teams
Required Screenings:
Employer will discuss.
Job Description:
The Finance Data Platform Specialist supports the implementation, enhancement, and ongoing operation of Platform, working closely with Finance, Accounting, Data Engineering, Data Architecture, and business stakeholders. The role focuses on finance-related data domains including commissions, banking, general ledger (GL), financial reporting, attribution, reconciliations, policy administration, and reference data. The ideal candidate possesses analytical skills, experience with enterprise financial systems, and the ability to get technical with data analysis, in SQL and problem solving.
Key Responsibilities:
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 to ensure data accuracy and business rule compliance 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
Work Environment:
Will be discussed with applicant.
Hiring Process:
Submit resume via email. In order to apply to this position, please click "Apply" located at the top of the job order page, and you will receive the employer contact information. Employer has indicated the means listed are the only means they will accept to apply.
Days & Hours:
Full Time position. Complete work schedule will be discussed with applicant.
Pay:
$115,000 to $130,000 per year; depends on experience. Benefits are offered.
