Role Description
The Finance Systems Analyst is the team's finance-facing partner for NetSuite and the wider finance systems landscape, including Coupa, Navan/Expensify and the Salesforce-to-NetSuite flow. This role translates finance needs into clear, testable requirements, triages day-to-day support, and leads user acceptance testing with Finance. It works closely with our NetSuite administrators, who own configuration and technical changes. The ideal candidate brings hands-on NetSuite experience, understands how a finance team runs, from month-end close to revenue recognition, and enjoys bridging the conversation between accountants and systems teams.
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Serve as the primary point of contact for Finance and Accounting on NetSuite and related finance systems requests.
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Triage incoming finance systems support requests, resolve functional questions, and route configuration and technical work to the NetSuite administrators.
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Run discovery sessions with finance stakeholders to understand processes such as month-end close, revenue recognition, billing, procure-to-pay and expense management.
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Translate business needs into clear requirements, user stories and acceptance criteria.
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Assess the impact of proposed changes on integrations, reporting and downstream processes, and confirm whether existing functionality can meet a need before new customization is built.
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Plan and coordinate user acceptance testing with finance users, and secure sign-off before NetSuite releases.
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Support the data flow between Salesforce and NetSuite (quotes, orders, billing and revenue), and help investigate issues involving Coupa and Navan/Expensify.
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Create and maintain process documentation, user guides and training materials.
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Provide responsive systems support during month-end and quarter-end close.
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Partner with the Business Systems Project Manager on project plans, timelines and release tracking, and help coordinate with vendors and implementation partners.
Qualifications
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3-6 years' experience in finance operations, accounting, revenue operations or finance systems, ideally at a SaaS company.
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Working knowledge of core finance processes, including month-end close, revenue recognition, billing, procure-to-pay, budgeting and variance reporting.
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2+ years' hands-on NetSuite experience as a business analyst, power user or administrator, with a solid understanding of NetSuite records, transactions, workflows and saved searches.
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Familiarity with the wider finance systems landscape, such as the Salesforce-to-NetSuite integration, Coupa, and Navan or Expensify, is a strong plus.
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Proven experience gathering requirements from business stakeholders and translating them into clear specifications, user stories and acceptance criteria for technical teams such as administrators and developers.
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Experience writing test scripts and running user acceptance testing.
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Excellent written and verbal communication skills, with the ability to explain technical constraints in business terms and business needs in technical terms.
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Curious, structured problem solver who asks good questions and thinks through downstream impacts.
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Highly organized, with the ability to manage multiple requests and competing priorities in a fast-paced environment.
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Experience with work tracking tools such as Smartsheet or Jira.
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Able to work US business hours, with some flexibility for meetings with colleagues in India and New Zealand.
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Bachelor's degree in Accounting, Finance, Information Systems or a related field, or equivalent experience.
Requirements
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$84,400 - $112,500 a year
Benefits
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Healthcare
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Dental
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Parental planning
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Mental health benefits
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Disability income benefits
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Life and AD&D insurance
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401(k) plan and match
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Paid time off
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Fitness reimbursements