Finance Data Manager - Financial Services

Regal Executive Search; Oakland (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Full benefits

Bonus eligible

Job summary

SmartRecruiters, Inc. in Oakland, CA seeks a Finance Data Manager to lead the integration of transaction detail with the general ledger and the finance enterprise performance management system. The role emphasizes data structures, governance, and data quality across finance platforms.

You will direct design and development for new products and changes, maintain ETL workflows, and ensure internal controls with cross‑functional teams. Ten+ years in finance data, GL, and BI expected.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Ten or more years of experience in the banking/financial industry.
• Ten or more years of technical experience with banking general ledger and reporting applications.
• Five or more years of experience in management.
• Extensive knowledge of banking industry product lines and related operational processes.
• Extensive working level data integration knowledge.
• Experience leading projects in a cross-functional environment.
• Experience in industry accounting and reporting processes.

Responsibilities

• Direct integration of transaction detail from business line systems with the general ledger and FIMS/ERP.
• Establish data processing protocols governing data transfers, data tables, and metadata.
• Evaluate the impact of product changes on financial reporting and BI activities.
• Design and develop data models and ETL workflows for GL and FIMS systems.
• Maintain data governance and internal controls over data processing.
• Provide ad hoc data retrieval and analysis for finance and senior management.
• Coordinate with business units and IT on plans, budgets, and policies.

Skills

Data modeling

ETL

Data governance

Stakeholder communication

Project leadership

Education

Bachelor's degree

Tools

Hyperion/Oracle BI

Erwin

Informatica PowerCenter

Job description

Finance Data Manager - Financial Services

• Full-time

Responsible for directing the integration of transaction detail from business line systems with the general ledger and the finance enterprise performance management system.

Includes ensuring the application of technical accounting treatment and the development of finance data structures are consistent by establishing and enforcing data processing protocols governing data transfers, data tables, and metadata.

The assigned areas of responsibility are activities of high complexity and business impact.

Position Accountabilities

Evaluates the impact of new products, product changes, application changes, performance management enhancements and accounting changes on the financial reporting and business intelligence activities of Finance.

Provides input to the development of strategic plans to ensure the application of finance technology solutions maximize the Bank's return on investment.

Directs the design and development process to support the release of new products, product changes, application changes, performance management enhancements and accounting changes. The development process includes maintenance of access to transaction data sources, metadata dimensions, ETL data integration, and target data models of the general ledger and finance information management system (FIMS).

Supports the performance management application production environment monitoring process by investigating and resolving operational problems.

Reviews and approves all general ledger and FIMS application changes in accordance with the Corporate IT and Finance change control processes.

Designs and implements internal controls over data processing activities to ensure data quality and integrity of the general ledger and the finance performance management system.

Performs ad hoc data retrieval and information analysis for finance and business line senior managers as needed.

Maintains effective ongoing communications with the business and IT community and functional management regarding system plans, projects, budgets, expenditures and policies.

Participates in the research and resolution of enterprise data governance issues.

Maintains up-to-date policies and procedures documentation including periodic testing to ensure adherence of policies and procedures.

Manages employees directly. Establishes performance goals, allocates resources and assesses performance for direct subordinates and the section overall.

Ensures proper coordination between assigned staff and all interfacing business units.

Perform special projects and other duties as assigned.

Job Specifications

Req Education or Equivalent Experience

- Bachelor's degree or equivalent combination of education and experience

Required Experience

- Ten or more years of experience in the banking/financial industry

- Ten or more years of technical experience with banking general ledger and reporting applications

- Five or more years of experience in management

Field of Experience

- Extensive knowledge of banking industry product lines and related operational processes

- Extensive working level data integration knowledge

- Experience leading projects in a cross-functional environment

- Experience in industry accounting and reporting processes

- Experience in new product, application change, and new application implementation processes

- Knowledge of server and mainframe applications used in the banking industry

- Extensive knowledge of Hyperion/Oracle business intelligence and business performance management applications

Administrative/Technical Skills

- Understanding of best practice data modeling techniques

- Development of data models using Erwin

- Development of ETL workflows using Informatica Powercenter

- Analytical and research skills

- Bank product and service knowledge

- Composition skills for preparation of letters, reports and memorandum

- Demonstrated management

- Develop policies and procedures

- Planning and organizing

- Team building

- Written and verbal communication skills

Level Supervised

Physical Requirements

- Sedentary Work: lifting a maximum of 20 pounds, frequent standing/walking

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified

Benefits - Full

Bonus Eligible - Yes