Financial Systems & Data Manager

• Company Overview
• Ategrity Specialty Insurance Company specializes in property and casualty insurance, with a strong emphasis on the excess and surplus (“E&S”) lines market, partnering with brokers and wholesale agents throughout the U.S. to provide insurance solutions for small and medium-sized enterprises (SMEs). Our aim is to establish ourselves as the premier E&S carrier, leveraging robust technical underwriting, intelligent operational efficiencies, sound risk management, and intensive specialization to excel in the marketplace. We are firmly on track to achieve this success.

• Position Overview
• The Manager of Financial Systems & Data will be responsible for the design, management, and evolution of the Company’s financial systems architecture and financial data environment.
• This role sits within Finance and serves as the primary bridge between Finance, the Data team, and external technology partners. The position will play a central role in:
• development of finance-ready data structures and reporting datasets
• enabling scalable financial reporting and analytics
• ERP implementation
• The role requires a combination of accounting knowledge, systems expertise, and data architecture experience, with a focus on enabling accurate financial reporting and efficient financial operations.

• Key Responsibilities
• Financial Reporting Infrastructure
• Enable efficient financial reporting through the development of standardized financial data extracts and reporting structures.
• Support financial reporting, statutory reporting, and management reporting processes.
• Improve the availability and usability of financial data for Finance leadership.

• Analytics & Reporting Enablement
• Support the development of finance-ready datasets to enable efficient financial reporting and analysis.
• Partner with the Data team to enhance availability and usability of financial and operational data for Finance.
• Enable more timely and consistent access to data required for variance, trend, and operational analysis.
• Support data needs related to receivables, cash application, and related financial operational metrics.
• Support the development of standardized reporting and analytical outputs for Finance, FP&A, and Accounting teams, including leveraging automation and AI-assisted tools where appropriate.
• Improve data transparency and consistency across financial and operational reporting.

• Financial Systems Ownership
• Serve as the primary Finance owner of the Company’s ERP platform.
• Lead financial systems configuration, integration, and ongoing system optimization.
• Coordinate with external implementation partners during the ERP implementation project.
• Oversee system enhancements, upgrades, and system change governance.

• Financial Data Architecture
• Design and maintain the financial data model used for financial reporting and analytics.
• Ensure accurate and reliable data flows between the policy administration systems, data warehouse, and ERP.
• Develop reconciliation frameworks between operational data and financial results.
• Support the development of consistent and reconcilable data outputs for financial reporting purposes.

• ERP Implementation Leadership
• Support the design and implementation of the Company’s new ERP system.
• Define system requirements in collaboration with accounting, financial reporting, and operations teams.
• Manage integration design between the ERP, data warehouse, and upstream operational systems.
• Coordinate user testing, data migration validation, and system go-live preparation.

• Cross-Functional Collaboration
• Act as the primary liaison between Finance, the Data team, and IT.
• Partner with Accounting Operations, Financial Reporting, and FP&A to improve financial data workflows.
• Coordinate with external vendors and implementation partners on system integrations.

Qualifications

• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field; data certifications (e.g., SQL, Tableau, Power BI)
• 8+ years of experience in financial systems, finance transformation, or financial data architecture.
• Experience supporting or implementing ERP systems such as NetSuite, Microsoft Dynamics, Workday, or similar platforms.
• Strong understanding of accounting and financial reporting processes.
• Experience working with data warehouses, financial data models, and reporting tools.
• Exposure to AI-enabled analytics, automation tools, or data workflow optimization.
• Highly Preferred:
• Insurance industry experience, particularly within property and casualty insurance.
• Experience integrating operational systems with financial systems.
• Experience supporting public company financial reporting environments.

• Key Competencies
• Strong understanding of accounting and financial reporting processes.
• Ability to translate finance requirements into system and data solutions.
• Experience managing complex system integrations.
• Strong proficiency in SQL, Excel, and data visualization tools.
• Familiarity with emerging AI and automation tools applicable to finance and data workflows.
• Strong project management and cross-functional collaboration skills.
• Ability to operate effectively in a fast-growing, evolving organization.