This is a remote position.

We are seeking a
Finance Domain QA Lead
to drive quality assurance and validation efforts for finance-focused applications, data platforms, and AI-driven solutions. This role will combine
deep finance domain expertise
with modern QA practices to ensure accuracy, compliance, and reliability across systems built on
AWS, Azure, Tableau, Power BI, and DealCloud CRM
.

This individual will serve as the
subject matter expert (SME)
for financial data validation, ensuring that AI models, reporting outputs, and system integrations align with real-world financial processes and business rules.

Key Responsibilities

• 
  Lead QA strategy and execution for
  finance-related applications, data pipelines, and AI-driven solutions
• 
  Act as the
  finance domain expert
  , validating outputs across areas such as:
  • 
    Financial reporting
  • 
    Investment data and portfolio analytics
  • 
    Revenue, P&L, and forecasting models
• 
  Validate data accuracy and integrity across
  ETL/ELT pipelines and reporting tools (Tableau, Power BI)
• 
  Ensure alignment between system outputs and
  financial business rules, calculations, and controls
• 
  Oversee
  functional, regression, and integration testing
  across cloud platforms (AWS, Azure)
• 
  Validate integrations with
  DealCloud CRM
  and other financial data sources
• 
  Define and implement
  test cases and validation frameworks
  specific to finance workflows
• 
  Collaborate with data engineers, AI teams, and business stakeholders to ensure
  financial accuracy in AI models and analytics
• 
  Identify and mitigate risks related to
  data discrepancies, calculation errors, and compliance gaps
• 
  Support
  UAT efforts
  and work closely with business users for validation and sign-off
• 
  Mentor QA team members on
  finance-specific validation practices

Requirements

Required Qualifications

• 
  7+ years of experience in
  QA, Testing, or Quality Engineering
  , with a strong focus on finance-related systems
• 
  Strong domain expertise in
  finance
  , such as:
  • 
    Investment management
  • 
    Financial reporting and analytics
  • 
    Revenue cycle, accounting, or portfolio management
• 
  Experience validating
  financial data, calculations, and reporting outputs
• 
  Strong experience with
  SQL and data validation techniques
• 
  Experience testing
  data pipelines, ETL/ELT processes, and data platforms
• 
  Familiarity with
  cloud environments (AWS and/or Azure)
• 
  Experience with
  BI/reporting tools such as Tableau and Power BI
• 
  Experience leading QA efforts or mentoring team members

Key Traits for Success

• 
  Strong attention to detail with a focus on
  financial accuracy and integrity
• 
  Ability to bridge
  business (finance) and technical (QA/data) teams
• 
  Analytical mindset with a proactive approach to identifying discrepancies
• 
  Leadership skills with the ability to guide QA efforts and influence stakeholders
• 
  Comfortable working in a
  fast-paced, AI-driven environment