Summary

We are seeking a high-performing Financial Systems Analyst to help drive operational scale and systems excellence across our finance technology stack. Reporting to the SVP of Strategic Finance, you will play a critical role in managing and enhancing NetSuite, BillingPlatform, Navan, and related tools while supporting core finance processes including General Ledger (GL), Procure-to-Pay (P2P), and Revenue Operations. This is an opportunity to partner cross-functionally, improve data governance, and lead the implementation of scalable, automated solutions in support of our rapid growth. 

Key Responsibilities

1. Own the end-to-end integrity, quality, and governance of financial data across the firm — including ERP, CRM, payroll, billing, payables, and key transactional systems — ensuring consistency, accuracy, and usability for reporting, analytics, and KPI measurement. 
2. Act as product owner for financial data, shaping the roadmap for systems, processes, and data governance. 
3. Lead cross-functional projects that streamline processes and improve stakeholder experience. 
4. Chair the Financial Data Working Group and drive consistent, high-quality reporting. 
5. Champion automation and process improvement through modern technologies, reducing manual effort and enhancing team productivity. 
6. Serve as a key liaison with Data, Product, and Engineering teams on integration architecture and system scalability. 
7. Partner with Finance, IT, Sales, Legal, and HR to ensure process integration and efficiency. 
8. Define and implement enhancements in NetSuite and related financial systems. 
9. Develop SOPs and training materials for system usage and data accuracy. 
10. Analyze support trends and recommend automation and enablement strategies. 
11. Stay current on system capabilities and financial tech innovations. 

Required Qualifications

1. 5+ years of experience in financial systems, accounting, data analysis, data engineering, or financial operations. 
2. Strong SQL / Python skills and the ability to build queries and analyze large datasets. 
3. Demonstrated experience with ERP systems (e.g., NetSuite), along with tools such as Navan, or BillingPlatform. 
4. Excellent analytical, communication, and documentation skills 
5. Deep understanding of core finance and accounting processes. 
6. Proven project management and cross-functional collaboration skills. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $140,000 - $165,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

Skills

• Accounting
• Analytical Thinking
• Communications Skills
• Database Management
• Leadership
• Python
• SQL