The Senior Product Owner will lead the Finance product backlog for an ERP Finance transformation in an insurance environment, aligning Finance close and reporting needs to a Finance data integration and reporting platform built with Workday and an Azure data hub.
Role Scope
Own the Finance data, integration, and reporting backlog across the Data Hub and Workday interfaces. Translate Finance requirements into build-ready epics, user stories, business rules, and acceptance criteria, and guide delivery teams through governance, validation, and adoption activities from requirements through post-go-live stabilization.
Key Responsibilities
- Own, groom, and prioritize the Finance backlog covering data, integrations, and reporting across the Data Hub and Workday interfaces.
- Convert Finance requirements into epics and user stories with business rules and acceptance criteria that minimize rework for the data engineering team.
- Maintain a sequenced roadmap aligned to close cycles, cutover milestones, and downstream consumer dependencies.
- Facilitate backlog refinement, sprint reviews, and demos; make scope and trade-off decisions while documenting rationale.
- Apply hands-on functional expertise across General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, financial close, intercompany, reconciliations, controls, and financial and statutory reporting.
- Partner with Controllership, FP&A, Treasury, Procurement, and Finance Systems stakeholders to understand processes, data definitions, reporting requirements, and pain points.
- Support mapping of PeopleSoft Finance data to the Workday Finance data model and the Data Hub, including chart of accounts, worktags, and hierarchy redesign decisions.
- Challenge legacy customizations and manual spreadsheet workarounds rather than carrying them forward by default.
- Define finance data-quality rules, reconciliation requirements, balancing controls, and reporting validation criteria.
- Collaborate with engineers to shape curated finance data products and certified datasets for analytics, regulatory, and statutory reporting.
- Establish data definitions, lineage expectations, and ownership so Finance can trust hub outputs.
- Contribute reusable patterns for the Actuarial, Investment, Reinsurance, and Risk phases.
- Plan and coordinate UAT with Finance users, including scenarios, test data, defect triage, and sign-off.
- Lead finance data validation and parallel reconciliation through conversion, cutover, and post-go-live stabilization.
- Drive adoption of new data products and retire dependency on legacy PeopleSoft extracts and manual reporting.
- Act as the connective layer between Finance business teams, ERP functional consultants, and technical delivery.
Required Qualifications
- 8+ years in ERP Finance, Finance Systems, finance data, business analysis, functional consulting, or product ownership, including time as the accountable Product Owner or functional lead on a significant workstream.
- Strong functional knowledge of Finance modules in at least one major ERP platform: Workday, PeopleSoft, SAP, Oracle, or Microsoft Dynamics.
- Working command of GL, AP, AR, Fixed Assets, financial close, reconciliations, financial controls, and financial reporting.
- Demonstrated experience with ERP implementation, modernization, migration, or finance transformation programs, ideally including at least one full lifecycle through go-live.
- Proven ability to elicit requirements and produce user stories, acceptance criteria, process and data documentation, and UAT scenarios.
- Capability to operate with both CFO-organization stakeholders and data engineering teams on mappings, transformations, and defects.
- Experience delivering Agile work using Jira, Azure DevOps, or a comparable backlog-management tool.
- Excellent communication, stakeholder management, facilitation, and problem-solving skills, including driving decisions in ambiguity.
- Ability to work a hybrid schedule from Cary, NC.
Technologies
Workday, PeopleSoft, SAP, Oracle, Microsoft Dynamics, Azure, Jira, Azure DevOps, EIB, Core Connectors, Prism, FDM, Databricks, ADF, ADLS Gen 2, Synapse, Microsoft Fabric, Snowflake, Adaptive, Anaplan, Power BI, OneStream
Compensation and Employment
- Salary: USD 120,000 per year
- Employment: Full time with Altimetric
Preferred Qualifications
- Insurance or financial services experience, including exposure to statutory reporting, insurance accounting (STAT/GAAP), or data from actuarial, investment, reinsurance, or risk functions.
- Hands-on experience with PeopleSoft Financials and/or Workday Financial Management, including Workday integration patterns (EIB, Core Connectors, Prism) or FDM design.
- Experience with finance data migration, data integration, data warehousing, or building certified data products.
- Familiarity with Azure and analytics/data tooling (Databricks, ADF, ADLS Gen 2, Synapse, Microsoft Fabric, Snowflake) sufficient to discuss feasibility and cost with engineers.
- Exposure to FP&A, budgeting, planning, consolidation, procurement, or enterprise reporting tools (e.g., Adaptive, Anaplan, Power BI, OneStream).
- Product Owner, Agile/Scrum (CSPO, PSPO), ERP Finance, or accounting certification (CPA, CMA) a plus.
