Finance Data Platform Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Finance Data Platform Specialist supports the implementation, enhancement, and ongoing operation of AmeriLife’s Finance Data Platform, working closely with Finance, Accounting, Data Engineering, Data Architecture, and business stakeholders.

The role focuses on finance-related data domains including commissions, banking, general ledger (GL), financial reporting, attribution, reconciliations, policy administration, and reference data. The ideal candidate possesses strong analytical skills, experience with enterprise financial systems, and the ability to get technical with data analysis, strong in SQL and problem solving.

Job Description

Key Responsibilities

• Gather, analyze, and document business and functional requirements for finance data initiatives.
• Prepare user stories, business rules, process flows, functional specifications, and acceptance criteria.
• Support initiatives involving commissions, banking, general ledger (GL), financial reporting, attribution, reconciliations, policy administration, and enterprise finance data.
• Work closely with Data Engineers and Data Architects to clarify business requirements and validate implemented solutions.
• Perform data validation, reconciliation, and functional testing to ensure data accuracy and business rule compliance.
• Coordinate and support User Acceptance Testing (UAT), defect tracking, and production validation.
• Assist with troubleshooting production issues, performing functional analysis, and validating issue resolution.
• Support data mapping, reference data, hierarchies, metadata, and business glossary activities.
• Maintain functional documentation, process documentation, and operational procedures.
• Participate in platform enhancements, process improvements, and release activities.
• Collaborate with Data Governance teams to support data quality, metadata, and business definitions.
• Utilize SQL to analyze, validate, and troubleshoot enterprise finance data.

Required Qualifications

• Bachelor’s degree in Information Systems, Computer Science, Business, Finance, Accounting, or a related discipline.
• 5+ years of experience supporting enterprise finance applications, finance data platforms, or financial systems.
• Experience with commissions, banking, general ledger (GL), financial reporting, attribution, reconciliations, or similar finance processes.
• Experience gathering and documenting business and functional requirements.
• Experience supporting User Acceptance Testing (UAT) and production implementations.
• Strong SQL skills for data analysis and validation.
• Excellent analytical, problem solving, and communication skills.
• Ability to collaborate effectively with both business and technical teams.

Preferred Qualifications

• Experience with Financial Data Management (FDM) or comparable enterprise finance platforms.
• Experience with Databricks, Azure, SQL Server, or modern cloud data platforms.
• Familiarity with enterprise data warehousing, dimensional modeling, and data integration.
• Experience with Agile delivery methodologies.
• Experience within financial services or insurance.

Compensation

• Salary Range: $115,000 - $130,000
• Salary offers will vary commensurate with experience, education, skills, and training 

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.