Financial Systems Analyst

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

We are seeking a driven and experienced Financial Systems Analyst to join the Finance Systems and Data team.   Reporting to the Director of Procurement and Financial Systems Operations, you will play a critical role working closely with Finance stakeholders in developing Netsuite and our ancillary  systems and identifying areas for improvement and designing scalable solutions that will enable and support our high growth.  This role will work in areas of General Ledger (GL), RevOps, Procure-to-Pay (P2P) on complex projects, system / process enhancements and will be responsible for defining, managing, implementing and optimizing NetSuite and other internal Finance applications.  The ideal candidate will have a deep understanding of finance and accounting processes and experience leading and managing projects.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $96,000 - $150,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• 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

Who You Are

• 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

Our Values 

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.