Job Description
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
Addepar’s Finance Systems Operations team is hlliniring a Business System Analyst to lead cross-functional, systems-driven initiatives. You will own end-to-end delivery for defined projects, translate business needs into clear technical requirements, and ensure solutions are adopted by users.
While NetSuite is our core platform, this role will flex across our entire Finance Technology stack, including our P2P systems (like Coupa) and other Finance tools.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Requirements gathering: Partner with stakeholders (Accounting, FP&A and Procurement) to map current processes, translate needs into clear, testable technical requirements, and document them precisely.
- Project leadership: Run the end-to-end lifecycle across planning, execution, monitoring, risk management, and closure to deliver on scope, time, and quality.
Technology partnership: Proactively identify, troubleshoot, and resolve issues within our Finance Technology stack (e.g., NetSuite, Coupa, Navan), acting as a key partner to stakeholder groups like Accounting and Big.
- Testing and documentation: Build and maintain test scripts with requirements traceability and produce concise user guides that support adoption.
- Stakeholder communication: Deliver crisp status updates and launch communications that keep teams aligned on progress, decisions, and milestones.
- Systems support: Provide hands-on configuration and troubleshooting support across our Finance Technology stack as needed, with a focus on accuracy and auditability.
Who You Are
- Bachelor’s degree in Finance, Information Systems or equivalent.
- 2+ years of experience in a Systems Analyst, Finance Systems, or Finance Technology Project Management role.
- Highly skilled in written communication, with exceptional ability to create comprehensive, precise, and user-centric documentation efficiently.
- Excellent interpersonal, communication, and analytical skills.
- Proficient in NetSuite, with hands-on experience navigating its functionality as a heavy user.
- Experience with other Finance systems (especially Coupa, Navan, Pigment or other Finance technology) and middleware (e.g Boomi) is a plus.
- NetSuite or Coupa configuration experience is a plus.
Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)
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 [email protected].
