Smart Stream Lead

Adoption, Usage & Quality Assessment

• Assess SmartStream adoption levels across in‑scope entities, teams, and processes.
• Evaluate the quality and effectiveness of SmartStream usage, including:
• Rule performance and match rates;
• Exception volumes and ageing; and
• Manual workarounds and off‑system processing.
• Identify gaps between intended design and actual usage, and recommend corrective actions.

Solution Design & Rule Optimisation

• Act as the primary functional advisor on SmartStream solution design and configuration.
• Review, design, and optimise:
• Matching rules;
• Tolerances, thresholds, and reconciliation logic; and

• Exception handling and workflows.
• Ensure rule design balances automation, accuracy, and control requirements.
• Advise on standardisation opportunities across entities to improve consistency and scalability.

Integration & Data Flow Oversight

• Provide subject matter guidance on SmartStream integrations with Oracle and other finance systems.
• Assess integration design, data quality, and reconciliation logic between systems.
• Support issue diagnosis and solutioning where integration or data flow impacts operational performance or accounting outcomes.

Control, Governance & Sustainability

• Ensure SmartStream usage aligns with finance control, audit, and SOX expectations.
• Support documentation of controls, key assumptions, and operating procedures where SmartStream is in scope.
• Identify control weaknesses linked to configuration, data, or usage patterns and recommend enhancements.

Continuous Improvement & Enhancement Advisory

• Identify enhancement opportunities to improve automation rates, user experience, and operational efficiency.
• Advise on prioritisation of SmartStream enhancements and configuration changes.
• Act as a trusted advisor to Finance, Technology, Transformation teams on SmartStream‑related decision making

Stakeholder Engagement & Knowledge Enablement

• Partner with Finance, Technology, Transformation teams and external vendors on SmartStream matters.
• Provide expert guidance, walkthroughs, and targeted enablement to support better adoption and usage.
• Serve as escalation point for complex SmartStream design or functional issues.

What this role is not

• A pure run‑support or ticket‑based role.
• A re‑implementation or delivery PM role.
• Day‑to‑day transaction processing.

Education

• Bachelor's Degree or equivalent, preferably in Finance, Accounting, or Information Systems.

Experience

• 7 - 10 years of experience in Finance Operations, Finance Systems, or Finance Transformation roles, with hands‑on exposure to SmartStream in a production environment.
• Strong hands‑on experience with SmartStream configuration and reconciliation logic.
• Solid understanding of bank reconciliation, cash accounting, and month‑end processes.

• Experience working with SmartStream integrations, particularly inbound/outbound data flows with ERP systems (e.g. Oracle General Ledger), including reconciliation logic and data validation considerations.
• Experience assessing and improving adoption and system usage post‑go‑live Experience in presentations to large and senior stakeholders.
• Experience in insurance or financial service industries will be an added advantage.

Special Skills or Business Knowledge

• Strong written and verbal communication skills, and presentation skills.
• Excellent stakeholder management and decision facilitation skills.
• Strong documentation, communication, and governance discipline.

Others

• Independent, shows initiative and ownership of tasks and responsibilities assigned.
• Strong interpersonal and communication skills.
• Strong organization and project management skills.
• Committed to teamwork and able to thrive in a fast-paced environment.