Finance Data Transformation Lead

Experis Technology Group; New York (NY); On-site; USD 69,000 - 96,000; Full time

Job summary

Our client in New York, NY seeks a Finance Data Transformation Lead to drive the Finance Data Modernization initiative across Finance, Actuarial, Reinsurance, FPA and IT. You will lead workshops, map data elements, and own the semantic layer during build and UAT.

Candidates bring deep finance data modernization experience in insurance or reinsurance, strong proficiency in data modeling and SQL, and the ability to produce BRDs, KPI catalogs, and architecture narratives for cross-functional teams.

Qualifications

• Finance transformation experience focused on finance data and modernization in insurance or reinsurance.
• Professional qualification such as CA, CPA, ACCA, CFA, MBA Finance, or equivalent depth.
• Knowledge of at least one insurance reporting basis (US GAAP, US STAT, NAIC, IFRS 17, or Solvency II).
• Hands-on experience with data modeling concepts such as star schemas and semantic modeling; SQL proficiency to profile data.

Responsibilities

• Lead discovery workshops with stakeholders to document AS-IS reporting and data landscape.
• Inventory and assess source systems (GL, EPM, policy admin, claims, actuarial components).
• Define KPI and report inventory definitions, including calculation logic and signoff processes.
• Map critical data elements across a medallion architecture (Bronze, Silver, Gold).
• Act as functional product owner for Gold and Semantic layers, support UAT and testing, contribute to BRDs and roadmaps.

Skills

Stakeholder workshops

SQL proficiency

Data modeling

BRD development

Job description

Our clien is seeking a Finance Data Transformation Lead to join their team. As a Finance Data Transformation Lead, you will be part of the Finance Data Modernization initiative supporting cross-functional stakeholders across Finance, Actuarial, Reinsurance, FPA, and IT.

Job Title:Finance Data Transformation Lead

Location:New York, NY

Pay Range: $50 per hour on W2

What's the Job?

• Lead discovery workshops with Finance, Actuarial, Reinsurance, FPA, and IT stakeholders to document the AS-IS reporting and data landscape.
• Inventory and assess source systems (e.g., GL, EPM, policy admin, claims, actuarial reserving, ceded reinsurance, investments) to evaluate data availability, grain quality, and data ownership.
• Define KPI and report inventory business definitions, including calculation logic, dimensions, named business owners, and signoff processes.
• Map critical data elements across a medallion architecture (Bronze, Silver, Gold) including semantic layer alignment and source-to-target field mapping.
• Act as functional product owner for the Gold and Semantic layers as the engagement moves into build, supporting UAT and self-service testing with business users; contribute to BRDs, functional specifications, assumptions, risks log, and phased roadmap.

What's Needed?

• Finance transformation experience with a focus on finance data, FPA, controllership, or finance modernization in insurance or reinsurance (consulting or industry).
• Professional qualification such as CA, CPA, ACCA, CFA, MBA Finance, or equivalent depth; strong working fluency in PC reinsurance finance concepts (e.g., GWPN, WP earned premium, UPR, paid case, IBNR, incurred losses, ALAE/ULAE, ULAE, CAT vs non-CAT, commissions and brokerage, DAC, loss expense, combined ratios, ceded reinsurance technical result).
• Knowledge of at least one insurance reporting basis (US GAAP, US STAT, NAIC, IFRS 17, or Solvency II) and the ability to understand bridges between them.
• Hands-on experience with data modeling concepts such as star schemas, conformed dimensions, and semantic modeling; SQL proficiency sufficient to profile data and validate KPI logic independently.
• Proven ability to run stakeholder workshops and produce client-ready BRDs, KPI catalogs, and architecture narratives; comfort collaborating with data architects and engineering teams.