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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining financial models using dbt, with strong SQL skills for analyzing large datasets. Proficient in reconciliation, root-cause analysis, and automation of financial processes, ensuring accuracy and compliance in financial reporting.
Highest-signal resume keywords
DBT Financial Model DevelopmentStrong SQL SkillsData ReconciliationAPI FluencyClear Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData AnalysisSQLReconciliationRoot-Cause AnalysisAutomationData ValidationTestingDocumentationVersion Control
Soft Skills
Clear CommunicationComfort with Ambiguity
Tools & Technologies
DBTAPIsNetSuite
Industry Keywords
InvoicingReimbursementClaimsOperational DataFinancial DataOrder-to-Cash SystemsMerchant ReconciliationObligor ReportingReinsurer ReportingAI-Assisted Workflows
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Build and maintain invoicing and reimbursement logic for contracts sold and claims paid
- Reconcile inbound merchant data, operational databases, the warehouse, and accounting systems
- Drive data variances to root cause and resolve breaks at the source
- Build and maintain dbt financial models for revenue recognition, obligor and reinsurer reporting, and claim costs
- Add tests, documentation, and PR review to financial models
- Triage reported data issues, quantify impact, coordinate corrective action, hold affected invoices, and track systemic fixes
- Validate claim and service order expense accuracy and automate reimbursement paths
- Partner on merchant configuration and support internal audits
- Build automated financial controls for loss ratios, anomalies, unexpected expenses, and attribution gaps
- Investigate and correct production data against APIs and partner with engineering teams on upstream fixes
- Support internal and external audits with traceable, documented, reproducible results
- Report to the Director, Financial Systems Engineering
Requirements
What you’ll need- 4-6 years in analytics or data engineering
- Experience building analytical or financial models in dbt (or equivalent) under version control, with testing and PR reviews
- Strong SQL skills, including efficient, well-structured SQL against large financial datasets
- Ability to trace complex existing models and confirm logic matches business intent
- Reconciliation skills, including identifying sources of truth and proving systems agree
- Comfort working with financial data
- API fluency for investigating and correcting operational data
- Clear written communication with accountants and account owners
- Bias toward root-cause analysis and automation
- Comfort with ambiguity
- Extend does not provide immigration-related sponsorship for this role
- Bonus experience with merchant reconciliation; warranty, insurance, or service-contract programs; claims and reimbursements; order-to-cash systems; NetSuite; obligor and reinsurer reporting; or AI-assisted workflows for operational triage
Benefits
Comp & perks- Competitive salary based on experience
- Full medical benefits
- Dental and vision benefits
- Stock in an early-stage startup growing quickly
- Generous, flexible paid time off policy
- 401(k) with Financial Guidance from Morgan Stanley
- Collaborative and supportive environment
