Financial Systems Analyst

March 12

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Addepar

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Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• Administer NetSuite • Administer ancillary financial systems: Coupa, Navan, etc. • Lead the development, implementation, and continuous improvement of financial systems processes, methodologies, and tools to align with business work flows, increase operational efficiency, data accuracy, and overall effectiveness across the organization • Develop and implement data architecture policies to ensure data accuracy, completeness, and consistency across all financial platforms • Develop, maintain, and manage standard operating procedures and training materials • Collaborate with product support teams to resolve complex issues or bugs efficiently • Collaborate closely with cross-functional teams (e.g., Finance, Sales, IT, HR, Legal, etc.) to build integrated and scalable processes that ensure seamless handoffs and operational efficiency across departments • Drive our system support strategy: analyze ticket trends and metrics to recommend improvements to drive automation and increase stakeholder enablement • Continuously stay informed on industry trends, technologies and best practices to provide recommendations for continuous improvement and future-proof financial processes

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, MIS, IT or advanced degrees (e.g. CPA, CA) are a plus • 6+ years of progressive experience in administering and supporting business systems • Deep admin experience with NetSuite: NetSuite modules and configuration options, SuiteScript, custom reports, saved searches, workflows, custom forms/fields, bundles, user management, etc. • Understanding of integrations between systems, specifically integrating NetSuite with multiple point solutions and general knowledge of APIs and middleware solutions. (e.g. Dell Boomi, Mulesoft) • Strong understanding of data analytics, data modeling and data visualization • Detailed understanding of the structures of standard financial reporting packages and the underlying processes which contribute to each financial statement line item • Excellent communication skills with the ability to translate complex technical concepts for non-technical stakeholders • Proven ability to build strong relationships across diverse teams and departments • Comfortable operating with a high level of autonomy and working with teams globally • Demonstrated experience managing projects from conception to completion, including scope, timeline and resource management

🏖️ Benefits

• bonus • equity • benefits