Finance Process Lead

POSITION TITLE: Finance Process Lead

Business Unit: Maxicare Healthcare Corporation

Level: Manager

Reporting Line: Finance AVP

Position Accountability Statement

The Finance Process Lead is accountable for the functional governance of

Finance-related system initiatives, ensuring that Finance and Accounting business requirements, process controls, data requirements, and user needs are clearly defined, validated, documented, and appropriately represented throughout system implementations, enhancements, and changes.

The position serves as the main point person between Finance and Accounting

requirements with the technology side under Corporate Information Technology and Technology partners, ensuring all business processes and requirements are captured and implemented with a complete audit trail.

The position is also expected to handle audits for such systems and the data handover portion from upstream and downstream systems as applicable.

Job Description

This role is focused on ensuring all Financial and Accounting requirements are implemented into the company's system platforms, representing the department with reasonable approval authority to endorse for approval or disapproval proposals from technology partners while ensuring the requirements and implementation track are documented for audit purposes.

STANDARD RESPONSIBILITY STATEMENTS

• Finance Systems Implementation & Architectural Alignment
• Serve as the primary Finance Functional Owner and liaison for Finance across all systems implementation, system interface, and technology transformation
  
  

initiatives.

• Review, validate, and endorse Finance-related functional business requirements, functional solution/design proposals affecting Finance processes and controls, and change requests in coordination with internal IT and relevant external
  
  

partners.

• Define and validate Finance requirements for upstream and downstream data handoffs across systems supporting financial processes (e.g., policy administration, claims processing, billing systems, and Oracle Cloud ERP).
• System Testing, Quality Assurance & Defect Resolution
• Coordinate the resolution of system defects impacting financial reporting and validate appropriate short-term and sustainable corrective solutions with CIT and relevant external partners.
• Act as the primary functional tester for system fixes, patches, and enhancements
  
  

in the staging/UAT environment prior to business sign-off and deployment.

• Continuous Improvement & Process Engineering
• Proactively analyze current-state workflows to identify process bottlenecks, data gaps, and opportunities for automation or efficiency gains.
• Partner with Finance sub-teams to redesign manual processes into scalable, automated system workflows.
• System Documentation & Audit Support
• Maintain thorough, audit-ready documentation for end-to-end business process flows, system configuration updates, user access management, and formal sign-offs.
• Act as the lead Finance representative for internal, external, and regulatory audits concerning financial IT General Controls (ITGCs) and automated process controls.
• Change Management & User Training
• Lead change management strategies to ensure smooth business adoption of new system functionalities, tools, and standardized workflows.
• Develop training materials, standard operating procedures (SOPs), and user manuals to minimize operational disruption during system cutovers or updates.
  
  

EDUCATIONAL REQUIREMENT

• Bachelor's degree in any business-related degree
  
  

Skills Requirement – Executives And Managers

• 5 to 7 years of progressive experience in financial systems analysis, finance transformation, business process re-engineering, or financial data governance.
• Proficiency in Oracle Cloud ERP is required.
• Advanced Microsoft Excel skills; familiarity with business process mapping tools (e.g., Visio, Lucidchart) and SQL is an advantage.
• Proven experience in the HMO, Insurance, or Financial Services industry is strongly preferred.
• Solid understanding of financial IT General Controls (ITGCs), segregation of duties (SoD), and data handover architecture.
• Strong cross-functional leadership skills with a proven track record of translating complex accounting needs into technical IT specifications (and vice versa).
• Demonstrated project management capability, with strong analytical problem-solving skills.