About The Position

The Finance Data & Integration Lead is a senior individual contributor within the Finance organization responsible for bridging Finance requirements with enterprise data and system execution. This role owns the definition, documentation, and validation of finance data requirements particularly those supporting Data Lake structure and downstream feeds into Oracle FAH and related finance systems. The position ensures financial data is accurate, auditable, and fit for close, reporting, and regulatory needs while partnering closely with Accounting, Actuarial, IT, and the Finance Systems team. Our selected candidate will also provide guidance to Finance, IT, and Finance Systems teams related to finance data requirements, mappings and validation. This role serves as a resource, not as the owner of Oracle system setup, development, or implementation. Responsibility for managing and planning the Oracle platform including its configuration and roadmap belongs to the Finance Systems team. Additionally, this role is responsible for handling Finance requirements, mapping data, validating processes, and providing Finance approval for policy administration systems, data lakes, and accounting feeds.

Requirements

  • Bachelor’s degree in Finance, Accounting, Information Systems, or a related field required
  • Minimum of 7 years of relevant experience in finance transformation, finance systems, data integration, or consulting
  • Strong understanding of accounting, general ledger, subledger, and financial close processes.
  • Ability to translate complex finance and accounting requirements into clear data and system specifications
  • Experience working with data lakes, data warehouses, or enterprise data platforms in a finance context
  • Strong written and verbal communication skills, with the ability to work effectively across Finance, IT and Finance Systems teams
  • Proven ability to operate effectively in complex, regulated environments with multiple stakeholders

Nice To Haves

  • Prior experience at a large consulting firm strongly preferred
  • Experience in financial services or insurance environments preferred
  • Experience supporting audit, SOX, or regulated reporting environments a plus

Responsibilities

  • Own Finance requirements related to data flows, integrations, reporting dependencies, and Retail initiatives across enterprise platforms.
  • Lead Finance support for Retail initiatives, partnering with IT and cross-functional stakeholders to document requirements, support financial close activities, design and document operational workarounds, and ensure successful implementation and operational readiness.
  • Translate accounting, reporting, and operational needs into clear functional and data specifications for IT, Finance Systems, and cross-functional business teams.
  • Define and maintain source-to-target mappings from operational systems through the Data Lake into Oracle FAH and other finance systems.
  • Partner with Finance to ensure mappings support chart of accounts, journal logic, dimensions, reporting attributes, and financial close requirements.
  • Perform Finance-side test planning, testing, reconciliation, and validation of data, processes, and accounting feeds; develop test scenarios and validation criteria, identify issues, and coordinate remediation with IT and business teams.
  • Provide Finance sign-off for data accuracy, completeness, and operational readiness prior to deployment.
  • Support Finance governance by establishing and maintaining data definitions, standards, requirements documentation, process documentation, testing artifacts, and operational procedures.
  • Support audit and control documentation related to finance data flows, system integrations, testing activities, business requirements, and operational processes.
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