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Data Architect

Data Architect

Regal Credit ManagementPhilippines
30+ days ago
Job description

This is a senior, cross-functional architecture role responsible for Regal’s end-to-end data integrity, auditability, and scalability. You’ll design, govern, and optimize how data moves between Zoho One, QuickBooks, AWS, HubSpot, Drata , and our agentic AI infrastructure — ensuring every dataset is structured, traceable, and compliant. You will also establish the systems that feed executive reporting, AI performance dashboards, and compliance audits — serving as Regal’s central “data truth” steward.

Core Responsibilities

  • Design and maintain Regal’s hybrid data lake (AWS S3 + Zoho WorkDrive + SharePoint) as the central intelligence layer for analytics, compliance, and agentic AI.
  • Define and enforce naming conventions, field hierarchies, and access‑control logic across Zoho One, AWS, and HubSpot.
  • Model entity relationships linking CRM (HubSpot), Zoho modules (Books, People, Analytics), QuickBooks, and Drata.
  • Establish metadata tagging and lineage documentation for GPT logs, compliance data, and audit evidence.
  • Conduct monthly data‑quality and reconciliation audits across all connected systems.

Financial & Operational Integrations

  • Architect and govern QuickBooks → Zoho Analytics data pipelines (or future Zoho Books migration).
  • Map chart‑of‑accounts, expense categories, and client revenue fields for unified P&L and cost‑per‑unit dashboards.
  • Ensure data integrity across finance, operations, and AI‑generated reporting.
  • Archive and version financial data in AWS for audit traceability.
  • Collaborate with Evan and Christina to align financial, AI, and compliance metrics.
  • Lead the Zoho One ecosystem (CRM, Books, People, Analytics, WorkDrive) as Regal’s core operational platform.
  • Integrate Zoho with QuickBooks, AWS, Drata, HubSpot, ClickUp, and HR systems via APIs or n8n / Zoho Flow automations.
  • Standardize KPI logic and data models across business units.
  • Implement data retention and deletion policies compliant with SOC 2 and GDPR.
  • Govern permissioning and ownership policies across all Zoho modules.
  • Own integration and data consistency between HubSpot CRM , Zoho Analytics, and QuickBooks.
  • Define data models for lead → deal → revenue attribution, ensuring sales KPIs and compensation dashboards remain accurate.
  • Collaborate with sales leadership to build unified, auditable reporting across all deal sources.
  • Manage migration and data mapping as Regal phases out Array and transitions to direct credit bureau integrations for monitoring services.
  • Agentic AI & Data‑Lake Enablement

  • Architect datasets supporting agentic GPT workflows , including retrieval‑augmented data and decision logs.
  • Build and maintain vectorized embeddings and indexes (e.g., Pinecone, FAISS, Kendra) for AI contextual grounding.
  • Ensure every AI decision and prompt‑output is logged, auditable, and reversible under SOC 2 standards.
  • Collaborate with AI Architect and Christina to embed audit rules into GPT pipelines.
  • Compliance, Security & Identity

  • Work with (Compliance Lead) and CyberSweep to align SOC 2 / GDPR documentation across all platforms.
  • Classify and tag data assets for confidentiality, sensitivity, and retention categories.
  • Support CyberSweep’s security data integration into Regal’s data lake.
  • Ensure compliance‑triggered audit logs and deletion workflows are automated across systems.
  • Reporting & Data Enablement

  • Own Regal’s master data dictionary and unified metric definitions.
  • CCreate executive dashboards for AI performance, compliance posture, and financial metrics .
  • Maintain consistent KPI logic across Zoho Analytics, HubSpot, QuickBooks, and Drata.
  • Deliver monthly data quality scorecards and investor‑ready reporting packs.
  • Build SOPs for self‑serve analytics and structured documentation for all reports.
  • Automation Governance

  • Govern all data‑related automation within n8n , Zoho Flow , and ClickUp .
  • Document workflow dependencies and maintain change logs for each integration.
  • Prevent duplication and ensure versioned, traceable syncs between tools.
  • Coordinate API credentials, access permissions, and webhook policies.
  • HR, People, and Test Data Analytics

  • Integrate Zoho People , TestGorilla , and payroll data into Zoho Analytics for performance and salary dashboards.
  • Maintain HR data compliance and retention schedules.
  • Support the PeopleOps team with analytics for training, promotion readiness, and performance audits.
  • Investor & Data Room Reporting

  • Prepare investor‑ready data extracts and dashboards aligned with Regal’s valuation and KPI model.
  • Maintain dataset versioning for historical and audited reporting cycles.
  • Ensure alignment between investor reporting, Zoho Analytics, and the official Data Room metrics.
  • Minimum Qualifications

  • 6+ years in data architecture, governance, or enterprise data systems
  • Advanced experience with Zoho One (CRM, Books, People, Analytics, WorkDrive)
  • Hands‑on experience building and governing AWS data lakes
  • Familiarity with HubSpot CRM integrations and sales data pipelines
  • Strong working knowledge of QuickBooks or other accounting integrations
  • Proven experience with SOC 2 / GDPR data traceability and deletion compliance
  • Proficiency in SQL , REST APIs, and automation platforms (n8n, Zoho Flow)
  • Exceptional written and async communication skills
  • Bonus Skills

  • Experience with metadata cataloging (Atlan, Collibra, Saketree)
  • Familiarity with Drata , Torii , or CyberSweep integration
  • Knowledge of GA4, Stripe, or bureau API data flows
  • History of mentoring analysts or managing cross‑functional data teams
  • Seniority level

  • Mid‑Senior level
  • Employment type

  • Full‑time
  • Job function

  • Engineering and Information Technology
  • #J-18808-Ljbffr

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