Note: The job is a remote job and is open to candidates in USA. AmeriLife is a leader in developing, marketing, and distributing annuity, life, and health insurance solutions for people planning for and living in retirement. The Finance Data Platform Specialist supports the implementation, enhancement, and operation of the company’s finance data platform, partnering with Finance, Accounting, Data Engineering, Data Architecture, and business stakeholders. The role focuses on requirements analysis, data validation, testing, documentation, troubleshooting, and SQL-based analysis across enterprise finance data domains.
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
Skills
- 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
- Dental
- Vision
- Retirement savings
- Disability insurance
- Life insurance
- Remote work arrangement
Company Overview
Company H1B Sponsorship