Finance Data Specialist

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 Copenhagen, Miami, Dubai and Singapore to be closer to our clients across the world. To learn more about us please visit our website www.chaucergroup.com

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 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

Personal skills

• Strong analytical and numerical skills
• High attention to detail

Why Join Chaucer?

An established market leading Insurer, where over the past 5 years, the Chaucer Group has seen significant and successful growth. In 2019, we wrote $1.4bn of Gross Written Premium, closed 2023 with $2.7bn, and are on track to write well over $3bn in 2024.

This is an exciting time for Chaucer; we have the people, the platforms, the expertise and the relationships to continue our recent success. We will remain focussed on the areas where we can provide the most expertise and value to our brokers and clients.

We offer:

• A flexible 2 days in the office hybrid work model that supports individual and team needs.
• A diverse, inclusive culture that values people for who they are.
• Extensive, non-contributory benefits, including medical, life, and pension cover, flexible holidays, and wellbeing support.