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Job Description

Join I8IS INC. as a Senior Product Owner supporting an ERP Finance transformation in an insurance setting. This hybrid role is based in Cary, NC, where you will steer the Finance data, integration, and reporting backlog for a Workday plus Azure Data Hub approach, translating close and reporting requirements into build-ready finance data products.

You will act as the connective tissue across Finance business teams, Workday functional consultants, and Azure data engineering teams, ensuring governance, data quality, and delivery sequencing align to close cycles and downstream consumers.

What you’ll own

  • Own, groom, and prioritize the Finance backlog for data, integrations, and reporting across the Data Hub and Workday interfaces.
  • Convert Finance requirements into epics, user stories, business rules, and acceptance criteria the engineering team can implement without rework.
  • Maintain a sequenced roadmap tied to close cycles, cutover milestones, and dependencies for downstream data consumers.
  • Run backlog refinement, sprint reviews, and demos; make scope and trade-off decisions and document the rationale.
  • Bring hands-on functional depth 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, definitions, reporting needs, and current pain points.
  • Support mapping of PeopleSoft Finance data into the Workday Finance data model and the Data Hub, including decisions related to chart of accounts, worktags, and hierarchy redesign.
  • 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.
  • Work 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 what the hub publishes.
  • Contribute reusable patterns that the Actuarial, Investment, Reinsurance, and Risk phases will adopt.
  • 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.

Key background

  • 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.
  • Solid command of GL, AP, AR, Fixed Assets, financial close, reconciliations, financial controls, and financial reporting.
  • Demonstrated experience across 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/data documentation, and UAT scenarios.
  • Comfort operating with CFO-organization stakeholders and working closely with data engineers on mappings, transformations, and defects.
  • Experience delivering in Agile 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.

Technology exposure

  • 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: $120,000 (USD 120,000 per year)
  • Employment: Full time with Altimetric

Preferred experience

  • Insurance or financial services experience, with 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 common analytics engineering tools such as Databricks, ADF, ADLS Gen 2, Synapse, Microsoft Fabric, or Snowflake to assess feasibility and cost with engineers.
  • Exposure to FP&A, budgeting, planning, consolidation, procurement, or enterprise reporting tools (for example Adaptive, Anaplan, Power BI, OneStream).
  • Product Owner, Agile/Scrum (CSPO, PSPO), ERP Finance, or accounting certification (CPA, CMA) a plus.

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