Finance Data Specialist

Finance Data Specialist

Job summary

Working within the Finance Department of a UK-based group of Lloyd’s Insurance Market companies, under the ownership of China Re Group, this position is part of the Finance Operations Team.

We are seeking a proactive and self-motivated Finance Data Specialist to support our Finance BAU (Business As Usual) operational teams. This role requires a self-starter who can take initiative and work independently to enhance data analysis, lineage, visualizations, and reconciliations within BAU processes. The position also plays a key role in supporting Finance strategy initiatives.

Main duties

• Develop SQL stored procedures and Power BI dashboards to meet business data analysis requirements, enabling efficient and insightful reporting.

• Document the flow of insurance data from source systems, producing high-quality user stories, specifications, and data-flows to support monthly and quarterly reporting.

• Facilitate stakeholder discussions to ensure accurate data extraction, transformation, and loading (ETL) processes.

• Understand data across finance teams to define and prepare data requirements for finance initiatives, promoting alignment and operational efficiency.

• Assist with the data analysis and presentation of Balance Sheet reconciliations.

• Investigate reconciling differences identified in financial reconciliations and propose solutions to correct entries at the source system level.

• Develop process improvements and system enhancements to support efficient and accurate data production.

• Build strong relationships with IT and Financial Systems Teams to ensure seamless collaboration and system integration.

• Manage time effectively, prioritising tasks and meeting deadlines to avoid process blockers.

• Support the maintenance of a robust internal control environment, including liaising with internal and external auditors and ensuring timely delivery of required information.

• Participate in various ad-hoc projects as needed to support the wider Finance Operations team.

Our requirements

Technical skills

Essential             

• Skilled in extracting data from SQL servers and presenting it effectively using SQL or PowerQuery.

• Familiarity with SQL, including SQL Server Management Studio and Analysis Services

• Working knowledge of Microsoft Power Platform tools, including PowerApps and Power BI

• Excellent communication skills, with the ability to convey technical information to non-technical stakeholders

Desirable

• Ability to capture and document finance data flows and lineage from root to branch, including how data is used in a business context

• Experience with Phinsys, including its configuration and integration within finance systems

• Proficiency with PeopleSoft or equivalent accounting software platforms

Education & Experience

Essential             

• Degree in Engineering, Computer Science, or a related technical discipline

• Experience or strong understanding of Business Analysis within Financial Services environments

Desirable

• Previous experience working within a Big Four accounting firm

• Familiarity with project management methodologies such as PRINCE2 or APM

• Working towards professional accounting qualification (e.g. ACA, ACCA, CIMA)

Personal skills

• Proactive and self-motivated

• Dependable and professional

• Dedicated and hardworking

• Adaptable and flexible

• Strong analytical and numerical skills

• High attention to detail

• Initiative-driven

Nothing in this job description may replace an individual’s contract of employment or the company’s policies and procedures as contained in the staff handbook

ABOUT US

Chaucer is a leading insurance group at Lloyd’s, the world’s specialist insurance market. We help protect industries around the world from the risks they face. Our customers include major airlines, energy companies, shipping groups, global manufacturers and property groups.

Our headquarters are in London, and we have international offices in Bermuda, Copenhagen, Dubai and Singapore to be closer to our clients across the world. To learn more about us please visit our website.

Chaucer is committed to diversity, actively values difference and respects people regardless of the protected characteristics which are outlined in the Equality Act 2010 (UK legislation) as a result of the Equal Treatment Directive 2006 (EU legislation). 

A diverse workforce and an inclusive workplace are core to our success as a business and integral to our winning strategy and culture. We recruit from the widest available pool of talent, and our hiring, assessment and selection process is fair, free from bias and one which ensures we select the right person for the job, based on merit. We are committed to promoting a culture that actively values difference, and recognises that everyone has the right to be treated with dignity and respect throughout their employment.

We are open to considering flexible working arrangements for all roles and encourage you to outline your needs during the interview process.