Sr. Data & Financial Systems Analyst

This role supports the end‑to‑end data migration to Zuora, including data transformation, validation, and reconciliation, while partnering closely with the Financial Systems team on reporting, general ledger structure, and operational readiness. The position plays a key role in assessing and improving upstream system design (including NetSuite), building scalable and repeatable processes, training internal teams, and ensuring recurring activities—such as reconciliations and reporting—are well documented and successfully transitioned to the Billing and Revenue teams post‑implementation

Primary Responsibilities:

Zuora Data Migration & Validation

• Support data migration from NetSuite and other source systems into Zuora, including customer, subscription, invoice, payment, and revenue‑related data.
• Perform data scrubbing, transformation, and enrichment using Excel, Power Query, and structured templates to meet Zuora data requirements.
• Prepare, review, and validate Zuora Data Loader templates for accuracy, completeness, and consistency prior to loading.
• Execute and document data validation and tie‑out procedures, including record counts, financial totals, and variance analysis between source systems and Zuora.
• Partner with Integrations, Billing, and Revenue teams to identify, troubleshoot, and resolve data issues during test loads, mock migrations, and production cutovers.

Financial Systems & Reporting Support

• Assist the Financial Systems team with Zuora reporting, including ad hoc analysis and recurring operational and financial reports.
• Support the setup, assessment, and refinement of GL classes, segments, and mappings to ensure alignment with billing, revenue recognition, and reporting requirements.
• Review and assist with updates to ABR (Automated Billing & Revenue) templates, ensuring alignment with accounting policy and operational processes.
• Provide hands‑on support during close periods related to billing, A/R, deferred revenue, and revenue recognition validation.

NetSuite Design Assessment & Optimization

• Assess existing NetSuite data structures, configurations, and workflows to determine alignment with Zuora, reporting, and downstream accounting requirements.
• Identify gaps, inefficiencies, or design limitations in NetSuite that impact data quality, migration accuracy, or operational scalability.
• Partner with Financial Systems, Integrations, and Accounting teams to design and deploy NetSuite configuration or process changes that better support business needs.
• Ensure NetSuite design decisions support clean data feeds, reconciliation readiness, and long‑term maintainability across Billing and Revenue operations.

Process Development & Knowledge Transfer

• Build, document, and standardize data migration, validation, and reconciliation processes, including step‑by‑step procedures and defined control points.
• Develop clear documentation and workpapers to support audit readiness, repeatability, and operational handoff.
• Train internal resources on Zuora templates, validation routines, ABR processes, and reporting workflows.
• Support the transition of reconciliations and recurring operational tasks to the Billing and Revenue teams, ensuring a smooth handover and sustainable ownership model.

Skills & Competencies:

Technical & Systems Expertise

• Strong understanding of subscription billing, invoicing, payments, revenue recognition, and A/R concepts.
• Hands‑on experience with Zuora data structures, Data Loader templates, and migration processes.
• Working knowledge of NetSuite record structures, GL configuration, and transactional data flows.
• Proficiency in Excel (advanced formulas, pivot tables, lookups), Power Query, and structured data templates.
• Ability to perform complex data transformations, cleansing, enrichment, and validation across large datasets.
• Experience validating billing and revenue data during close cycles, including deferred revenue and revenue recognition.
• Familiarity with GL segments, classes, mappings, and their impact on financial reporting.

Minimum Qualifications:

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, or a related field, or equivalent practical experience.
• 4+ years of experience supporting financial systems, data migration, data validation, or financial operations in a SaaS or subscription‑based environment.
• Demonstrated experience working with large, structured datasets, including data transformation, cleansing, and validation.
• Strong hands‑on proficiency with Excel, including advanced formulas, pivot tables, and data reconciliation techniques.
• Experience supporting or participating in system implementations or data migrations, preferably involving billing, AR, or revenue data.
• Working knowledge of financial transactions and accounting concepts, including invoicing, payments, deferred revenue, and revenue recognition.
• Experience producing and documenting reconciliations, tie‑outs, and variance analysis between systems.
• Ability to clearly document processes, controls, and validation procedures in a repeatable, audit‑ready manner.
• Proven ability to collaborate cross‑functionally with Finance, Accounting, Systems, and technical teams.
• Strong attention to detail, analytical thinking, and problem‑solving skills.
• Ability to operate effectively in a fast‑paced environment with competing priorities and tight deadlines.

Salary range: $79,500 -$120,000