Finance Systems & Automation Analyst

Overview

This role is responsible for automating manual work in accounting close and reporting. You will translate recurring finance workflows—such as reconciliations, variance analysis, close schedules, and audit pulls—into automated, documented, repeatable processes using SQL, Python, and the organization’s BI stack.

Responsibilities

• Automate recurring accounting workflows for reconciliations, variance analysis, flux commentary, and close.
• Pull, clean, and join data from NetSuite (GL balances, posted transactions, SuiteQL queries) with subledgers and other source systems to support reconciliations.
• Build and maintain dashboards and recurring reports for Accounting and Finance.
• Partner with BI to build and test financial data models; trace dbt/SQL logic to diagnose discrepancies; validate outputs against the GL.
• Prepare audit and PBC requests, and document how each process and query works.
• Troubleshoot broken reports, failed data loads, and reconciliation breaks.
• Administer finance systems including NetSuite, Aleph, and AP automation tools.
• Replace manual spreadsheet processes with automated workflows, one workflow at a time.

Requirements

• Bachelor’s degree in Accounting, Finance, Analytics, Computer Science, or a related field.
• 1–5 years of experience in a finance, accounting, or data-focused role.
• Strong SQL skills, including the ability to write and debug complex joins and aggregations.
• Working knowledge of dbt (models, sources, lineage), sufficient to trace a metric back through transformations.
• Ability to proactively test changes end-to-end and identify issues in existing data models, queries, and processes.
• Advanced Excel, with an interest in building solutions beyond spreadsheets using AI tools.
• Hands-on experience with an ERP such as NetSuite, Oracle, or SAP.
• Ability to work independently, manage a queue of requests, handle concurrent projects, and communicate clearly with technical and non-technical teams.
• Strong problem-solving skills and attention to detail.

Preferred Qualifications

• BI tools such as Tableau, Looker, or Power BI.
• Familiarity with accounting principles and financial reporting logic.
• CPA or currently pursuing CPA.

Compensation & Benefits

• Competitive pay with generous equity.
• Flexible health plans at every premium level, with substantial subsidies.
• Work-from-home office reimbursement.
• Paid global onsites (twice yearly).

Location

Remote-first role.

Travel for company offsites is required at least twice per year.