Position Summary
We’re looking for a Finance Data Validation Analyst who is detail-oriented, curious, and motivated by ensuring accuracy in financial and operational data. This role sits within our Finance & Accounting organization, supporting accurate, audit-ready revenue and commission data across multiple insurance carriers. You will validate commission rates, policy data, and contract information, ensuring end-to-end integrity of data that powers our financial reporting and revenue recognition.
Unlike traditional QA roles focused on software testing, this position emphasizes data accuracy, reconciliation, and process improvement within a financial context. You’ll partner with Engineering, Data, and Finance teams to identify and resolve discrepancies, improve systems, and strengthen reporting processes.
Job Details
Work From Home
Monday to Friday: 1:00 AM - 10:00 AM or 5:00 AM - 2:00 PM
Responsibilities
Commission Rate Verification: Validate commission rates against carrier contracts and statements; identify discrepancies between policy data and payments received.
Policy Data QA: Review policy information across carriers to confirm coverage, policy types, effective dates, and cancellation statuses.
Commission Statement Analysis: Analyze carrier commission statements to verify policy information and ensure completeness.
Contract Research: Examine carrier agreements and commission schedules to support rate validation and identify missing documentation.
System Migration Support: Provide QA during commission rate and policy data migrations; collaborate with Engineering and Data teams to ensure accurate transitions from hard‑coded systems to master datasets.
Multi‑Source Data Verification: Use structured, three‑way data checks across policy reports, carrier portals, and commission statements to ensure data consistency.
Sampling & Testing: Execute structured sampling methodologies per carrier batch to reconcile premiums, commission rates, and policy status changes.
Documentation & Reporting: Maintain detailed QA findings; create reports summarizing commission accuracy and system migration validation results.
Process Improvement: Identify gaps in data quality and partner with Engineering and Finance teams to implement systematic, scalable fixes.
Cross‑Team Collaboration: Work closely with Carrier Relations, Data, Engineering, Finance, and Accounting teams to resolve issues and drive end‑to‑end accuracy for financial reporting.
Qualifications
Bachelor’s degree in Accounting, Finance, Economics, Data Science, Math, Statistics, Business Analytics, or Information Systems.
Fresh graduates are welcome to apply.
2–5 years of experience in data validation, quality assurance, financial operations, or revenue reconciliation is an advantage.
Exceptional attention to detail with an analytical mindset and curiosity for understanding how systems and financial data connect.
Advanced spreadsheet skills (Excel / Google Sheets) with comfort navigating large datasets.
Proven ability to investigate discrepancies, identify root causes, and collaborate cross‑functionally to resolve issues.
Strong written and verbal communication skills; able to summarize findings and influence data‑driven process improvements.
Self‑motivated, reliable, and comfortable managing multiple priorities in a fast‑paced environment.
Preferred Qualifications
Experience in insurance commissions, policy data, or revenue accounting.
Familiarity with SQL, data validation tools, or reconciliation automation.
Exposure to financial system migrations and data QA frameworks.
