Lead Data Validation & Onboarding Specialist

Addepar; City of Edinburgh; On-site; GBP 65,000 - 90,000; Full time

Job summary

Addepar is seeking a Lead, Data Validation Specialist to oversee a team ensuring the accuracy and integrity of financial data during onboarding. You’ll manage daily workflows, ensure data quality across projects, and collaborate with Sales, Product, and Engineering to deliver integrated solutions.

The role emphasizes focus, consistency, and attention to detail, with a strong emphasis on process improvement and scalable data conversions in a global function.

Qualifications

• Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field.
• 3+ years of experience in data validation, financial operations, data quality assurance, or a related field.
• 1+ year of people leadership or team coordination experience preferred.
• Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments.
• Excellent communication skills, with the ability to guide and influence across teams.
• Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms.
• Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
• Process-oriented with a continuous improvement mindset and strong attention to detail

Responsibilities

• Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role
• Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery
• Review and audit data validation projects to ensure adherence to standards and best practices
• Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability
• Develop and maintain documentation, templates, and standard operating procedures for data validation
• Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions
• Foster a team culture that values collaboration, learning, and a shared commitment to client success
• Identify and implement AI-driven automation and LLM integrations to streamline implementation

Skills

Data validation

Leadership

Data quality assurance

Analytical skills

Communication

Excel

Cross-functional collaboration

Attention to detail

Education

Bachelor’s degree or equivalent

Job description

Addepar is seeking a Lead, Data Validation Specialist to oversee a team ensuring the accuracy and integrity of financial data during onboarding. You’ll manage daily workflows, ensure data quality across projects, and collaborate with Sales, Product, and Engineering to deliver integrated solutions.

The role emphasizes focus, consistency, and attention to detail, with a strong emphasis on process improvement and scalable data conversions in a global function.