Finance Data Transformation Lead — KPI Architect

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 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.