Manager, Financial Systems and Control

About the role

The Financial Systems and Control Manager supports product setup, accounting model development, ledger setup, data testing, downstream system impact assessment and production support for International HNW and related product and data activities, and provides ad hoc support for GHNW projects. The role works closely with Product, Admin System, Finance Operations, Commissions, New Business Operations, Actuarial, Technology and reporting teams so that product and data changes are properly reflected in accounting and reporting.

Key responsibilities

• Review product features and specifications, assess commonality with existing products and support the design and sign-off of accounting models.
• Support general ledger setup (opening new accounting units, updating the Product Master), inventory system setup and assessment of downstream system impacts such as Commissions and the Accounting Data Hub.
• Develop and run testing strategies for admin system files, extracts, commissions, inventory and general ledger posting, process GL and transaction extracts, reconcile actual accounting against target accounting, load monthly inventory files and investigate defects.
• Provide production support, gather policy-level data for GL balances, coordinate with the admin Business Support Production team for auditor and regulator data requests, train business users on subledger data extraction, open defect tickets and support audits with scripts and screenshots.
• Manage relationships with Product, Accounting, Admin System, Operations, Controls, Finance and Investment stakeholders, collaborate with US-based system support teams, and support GHNW projects and Treasury activities.

Required profile

• Bachelor's degree in Finance, Accounting, Information Systems, Data Analytics or a related field.
• Professional accounting qualification or progress toward CPA/equivalent preferred.
• Minimum of 6+ years of relevant experience in finance, insurance accounting, product implementation, data management, financial systems, reporting operations or similar roles.
• Preferred: good understanding of accounting concepts, product setup, ledger posting, reconciliations and insurance data flows, and experience with insurance admin systems, ledger feeds, subledger data, inventory systems, product testing or finance transformation projects.

Required skills

• Strong analytical and data skills, attention to detail and ability to investigate accounting discrepancies.
• Understanding of testing, defect resolution, sign-off processes and production support.
• Collaboration with Product, Admin System, Finance Operations, Commissions, Actuarial, Technology and Reporting teams.
• Proficiency in Microsoft Office and relevant finance/data systems; enthusiasm for automation and process improvement.