Sr Product Manager, Data & Finance

Equal Parts

$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in product management, operations, finance systems, or related fields
  • Direct experience with founders or business leaders
  • Proficient in data architecture and reporting systems
  • Familiarity with financial systems and accounting workflows
  • Hands-on experience with BI tools and data analytics platforms
  • History of leading data migrations and system implementations
  • Background in insurance, fintech, or complex industries
  • Understanding of AI-driven automation design
  • Comfortable navigating ambiguity in early-stage roles.

Responsibilities

  • Own roadmap and delivery for data and finance initiatives
  • Define systems and workflows for reporting and operational processes
  • Translate finance workflows into scalable software solutions
  • Engage in acquisition integration workstreams and data migrations
  • Manage clean data and financial process engine
  • Prepare platform for automation by ensuring data integrity.

Benefits

  • Robust major medical health insurance with employer premium contributions
  • Access to various voluntary benefits including dental and vision insurance
  • Comprehensive benefits package to support health and financial stability.
Full Job Description
Competitive Comp • Early Stage Equity
Austin, TX • Hybrid • Early Product-Team Hire

We're looking for a Senior Product Manager to own our Data & Finance workstreams. This person will work closely with Product, Engineering, Finance, and Operations to build the systems that power reporting, financial operations, acquisition integrations, and executive decision-making. Success in this role starts with building strong platform foundations that enable scalable reporting, operational workflows, and agentic workflows / automation.
What You'll Do
  • Own roadmap, requirements, and delivery for data foundation and finance-related initiatives
  • Define the systems, workflows, and data architecture required to support reporting, accounting, commissions, carrier data, and operational processes
  • Translate finance and operational workflows into scalable software solutions
  • Participate in acquisition integration workstreams, including data migrations, reporting standardization, and operational tooling
  • Own our clean data and financial process engine
  • Make the platform agent-ready: instrument every step so automation can safely act on data it can trust.

Requirements
  • 8+ years of product, operations, consulting, finance systems, or related experience
  • Experience working directly with founders, executives, or business leaders
  • Strong understanding of data architecture, data modeling, reporting systems, and operational workflows
  • Experience with financial systems, accounting workflows, commissions, revenue operations, and business reporting
  • Experience with BI tools, data warehouses, and analytics platforms
  • Experience leading data migrations, system implementations, or acquisition integrations
  • Experience in insurance, fintech, SaaS, or other operationally complex industries
  • Experience designing for AI and agentic automation
  • Genuine appetite for ambiguity - this is an early-stage role where you'll define the layer as you build it.

Benefits

For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability.
  • Major Medical Health Insurance - Robust medical coverage with employer contributions toward premiums.
  • Voluntary Benefits - Access to dental, vision, supplemental life, disability, accident, and other optional coverages.

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