Lead, Data Validation Specialist

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Organizational skills","Analytical skills","Communication","Collaboration","Attention to detail"]

Oversee a team of Data Validation Specialists to ensure the accuracy and integrity of financial data during new client onboarding. Own daily workflows, audit data validation projects against standards, and drive process improvements to reduce turnaround time and improve scalability. Partner with Sales, Client Solutions, Product, and Engineering to deliver integrated solutions, and identify opportunities for AI-driven automation and LLM integrations to streamline validation and implementation.

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FursaFursa
Addepar
Addepar
9 hours ago

Lead, Data Validation Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Oversee a team of Data Validation Specialists to ensure the accuracy and integrity of financial data during new client onboarding. Own daily workflows, audit data validation projects against standards, and drive process improvements to reduce turnaround time and improve scalability. Partner with Sales, Client Solutions, Product, and Engineering to deliver integrated solutions, and identify opportunities for AI-driven automation and LLM integrations to streamline validation and implementation.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Lead and mentor Data Validation Specialists, including feedback and career development.
  • •Manage work allocation, prioritization, and execution to ensure on-time, high-quality delivery.
  • •Review and audit data validation projects to ensure adherence to standards and best practices.
  • •Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability.
  • •Develop and maintain documentation, templates, and standard operating procedures; collaborate cross-functionally to deliver integrated solutions and implement AI-driven automation/LLM integrations.

Key Requirements

  • •Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field.
  • •3+ years of experience in data validation, financial operations, data quality assurance, or a related field.
  • •1+ year of people leadership or team coordination experience preferred.
  • •Strong organizational and analytical skills with a proven track record of maintaining accuracy in high-volume data environments.
  • •Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms; comfort following structured processes and learning new systems.
Experience:3+ yearsData validationFinancial operationsData quality assuranceHigh-volume data
Education:Bachelor's
Skills:Organizational skillsAnalytical skillsCommunicationCollaborationAttention to detail
Languages:English
Tech Stack:ExcelSpreadsheetsWeb-based platformsLLMAI-driven automation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn