Finance Data Specialist

Key Responsibilities:

• Ensure data integrity across ERP (D365), Financial Modelling (IBM PA), and BI tools (Power BI).
• Maintain and reconcile actual, forecast, and budget data across systems.
• Minimize disruption while implementing system changes and maintenance.
• Identify and resolve variances/issues in financial systems and reports.
• Update mappings in the financial modelling tool and validate segment/brand changes before approval.

• Develop and maintain reports and dashboards for financial analysis.
• Perform variance analysis (actual vs forecast/budget/previous year).
• Assist in monthly board reporting with visual and tabular outputs.
• Validate financial data across ERP, BI, and modelling tools.
• Conduct budget uploads and system reconciliations.
• Lead training sessions on financial modelling tools across teams.
• Support month-end and year-end reporting processes.
• Prepare notes and analysis for statutory reporting and board decks.

• Collaborate with Finance and Tech teams to understand and enhance business processes.
• Design and implement consolidated balance sheet reporting processes.
• Drive business process automation and reporting capabilities.
• Contribute to the implementation of new planning and analysis tools.
• Document business processes to enable knowledge transfer.

• Support various projects and change initiatives across departments.
• Create custom and ad-hoc reports based on team requirements.
• Assist in insurance-related data submissions and renewals.
• Conduct risk control assessments and compliance checks.
• Provide backup support to senior financial reporting roles as required.

Key Performance Indicators:

• Timely and accurate delivery of data, reports, and project milestones.
• Demonstrated initiative and hands-on problem solving.
• High-quality internal stakeholder communication and collaboration.
• Successful implementation of process improvements and data automation.

Stakeholder Engagement:

• Group Financial Reporting Manager, FP&A Team, BI Team, Tech Services, Regional Finance & Commercial Teams, Shared Services.

• None (Primarily an internal-facing role).

Candidate Profile:

• 3+ years of experience in a finance, data, or consulting-related role.
• Demonstrated experience with system-driven projects and financial data.
• Strong analytical mindset and high attention to detail.
• Advanced Excel skills; working knowledge of Power BI (DAX), IBM PA, and D365 (or similar ERP).
• Experience in business process documentation and improvement.
• Knowledge of programming languages (Python, JavaScript, R) is an advantage.
• Self-motivated with a proactive can-do attitude and willingness to learn.

• Data Specialist or Consultant in a professional services firm.
• BI Developer with an interest in finance.
• Commercial accountant or finance professional with strong IT experience.