Finance Data Specialist

Chaucer Underwriting Services Limited; London; On-site; GBP 35,000 - 60,000; Full time

Job summary

Chaucer Underwriting Services Limited is looking for a proactive Finance Data Specialist to enhance data analysis and reconciliations in their Finance Operations Team. Key tasks include developing SQL stored procedures and Power BI dashboards, ensuring efficient data processing and reporting within a robust finance framework. Ideal candidates will have a degree in a related field and exhibit strong analytical and communication skills, alongside a transformative approach to finance data management.

Qualifications

• Skilled in SQL and Power BI, with strong data handling capabilities.
• Experience in Business Analysis within Financial Services is essential.
• Working towards a professional accounting qualification is preferred.

Responsibilities

• Develop SQL procedures and Power BI dashboards for data analysis.
• Manage ETL processes and document data flow effectively.
• Facilitate collaboration with finance teams for accurate data handling.

Skills

SQL

Power BI

Data analysis

Communication

Attention to detail

Initiative

Education

Degree in Engineering, Computer Science, or related discipline

Professional accounting qualification (e.g., ACA, ACCA, CIMA) - working towards

Tools

PeopleSoft

Job description

Working within the Finance Department of a UK-based group of Lloyd’s Insurance Market companies, under the ownership of China Re Group, this position is part of the Finance Operations Team.

We are seeking a proactive and self-motivated Finance Data Specialist to support our Finance BAU (Business As Usual) operational teams. This role requires a self-starter who can take initiative and work independently to enhance data analysis, lineage, visualizations, and reconciliations within BAU processes. The position also plays a key role in supporting Finance strategy initiatives.

Key Responsibilities:

1. Develop SQL stored procedures and Power BI dashboards to meet business data analysis requirements, enabling efficient and insightful reporting.
2. Document the flow of insurance data from source systems, producing high-quality user stories, specifications, and data flows to support reporting.
3. Facilitate stakeholder discussions to ensure accurate data extraction, transformation, and loading (ETL) processes.
4. Understand data across finance teams to define and prepare data requirements for finance initiatives.
5. Assist with data analysis and presentation of Balance Sheet reconciliations.
6. Investigate discrepancies in financial reconciliations and propose solutions to correct entries at the source system level.
7. Develop process improvements and system enhancements to support efficient and accurate data production.
8. Build strong relationships with IT and Financial Systems Teams to ensure seamless collaboration.
9. Manage time effectively, prioritising tasks and meeting deadlines.
10. Support the maintenance of a robust internal control environment, liaising with auditors and ensuring timely information delivery.
11. Participate in ad-hoc projects to support the wider Finance Operations team.

Our requirements

Technical skills

• Skilled in extracting data from SQL servers and presenting it effectively using SQL or PowerQuery.
• Familiarity with SQL, including SQL Server Management Studio and Analysis Services.
• Working knowledge of Microsoft Power Platform tools, including PowerApps and Power BI.
• Excellent communication skills to convey technical information to non-technical stakeholders.
• Ability to capture and document finance data flows and lineage from root to branch.
• Experience with Phinsys, including its configuration and integration within finance systems.
• Proficiency with PeopleSoft or equivalent accounting software platforms.

Education & Experience

• Degree in Engineering, Computer Science, or a related discipline.
• Experience or strong understanding of Business Analysis within Financial Services environments.
• Previous experience working within a Big Four accounting firm.
• Familiarity with project management methodologies such as PRINCE2 or APM.
• Working towards professional accounting qualification (e.g., ACA, ACCA, CIMA).

Personal skills

• Proactive and self-motivated.
• Dependable and professional.
• Dedicated and hardworking.
• Adaptable and flexible.
• Strong analytical and numerical skills.
• High attention to detail.
• Initiative-driven.

Note: Nothing in this job description replaces an individual’s contract of employment or company policies as outlined in the staff handbook.

About Us

Chaucer is a leading insurance group at Lloyd’s, helping protect industries worldwide from various risks. Our headquarters are in London, with international offices in Bermuda, Copenhagen, Dubai, and Singapore.

We value diversity and are committed to an inclusive workplace. We consider flexible working arrangements and encourage applicants to discuss their needs during the interview process.

About Chaucer

Chaucer is a leading specialty (re)insurance group working with brokers, coverholders, and clients globally. As a member of the China Re Group, backed by their financial strength, we operate through Lloyd’s of London and the company markets.