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Financial Systems Analyst

Palo Alto

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.

We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.

At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.

  • Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
  • Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
  • Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
  • Talkdesker: YOU!

As a Financial Systems Analyst, you will be the SME for the technology stack supporting Billing, Accounts Receivables, Procurement, Accounts Payable,General Ledger, Expenses, and Travel (Coupa, Egencia, NetSuite, SureTax, Stripe). You will work with teams across the organization collaborating on complex implementation, automation, and operational initiatives to support the company's hyper-growth. You will report to our Director, Financial Systems and this role is open to remote candidates in the United States.  

Key Responsibilities:

  • Lead the day-to-day first level end user support to resolve system issues within established SLAs
  • Collaborate with other IT teams (including offshore) and global business teams to support systems 
  • Use deep systems expertise (Netsuite, Coupa & other) to troubleshoot and debug technical & functional issues
  • Design, configure, and support solutions that improve billing, procurement, accounts receivable, accounts payable, General Ledger and T&E operations ensuring alignment with business requirements
  • Support Netsuite Advanced Revenue Management (ARM) and Zone Advanced Billing (ZAB)
  • Support Coupa modules (Purchasing, Expense Management, Coupa Pay) and its integration with Netsuite
  • Work on to improve Month end and Quarter End processes. Help to bring efficiencies to business processes using systems
  • Support testing for Netsuite and Coupa release upgrades
  • Support & Enhance integrations of Financial systems, working with Integration team
  • Ensure proper change control is documented for all production changes/deployments 
  • Oversee user access and role based permissions; maintain quarterly review process to resolve SOD conflicts and certify compliance
  • Support SOX, ITCG, and change management frameworks to ensure IT control compliance
  • Document system design/configurations and System Processes

Requirements:

  • Minimum 4-5 years of experience with NetSuite One World. Should have worked on core financial modules AR, AP, GL, FA and ARM (Advanced Revenue Management)
  • 2+ years of hands-on administrator experience with the different Coupa modules
  • Experience of Tax tool integration (SureTax or Avalara) with Netsuite.
  • Experience with Egencia or similar travel tools supporting a global workforce
  • Experience of integrating Netsuite with Payment gateway like Stripe or similar
  • Experience with global system implementations and enhancements that support localization and international expansion
  • Experience of Bank integrations with Netsuite
  • Exposure to agile project management concepts and tools such as Jira, Confluence, Asana, and LucidChart
  • Coupa certifications preferred
  • Accounting/Finance background is preferred

Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

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