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Onboarding Validation Analyst

Addepar

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Location:
United States, Salt Lake City

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

51000.00 - 64000.00 USD / Year

Job Description:

We are looking for an Onboarding Validation Analyst to join our team and support the data conversion for new Addepar clients. This role involves cross-referencing large sets of financial data between spreadsheets and systems, helping to ensure accuracy during onboarding. You’ll play a key part in identifying and tracking any inconsistencies, with clear documentation and attention to detail being the most important parts of the job. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work.

Job Responsibility:

  • Dive Deep into Data: Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps
  • Document and Log: Thoroughly document and log all your findings in a clear, standardized format
  • Collaborate: Work closely with Project Leads who will guide your research and analysis and act as the main point of contact for our clients
  • Manage Multiple Projects: Prioritize and context-switch effectively to complete simultaneous projects
  • seeing each through to the finish line

Requirements:

  • Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
  • 1+ year(s) of experience in a structured, detail-focused role such as data entry, financial operations, or data quality assurance
  • Strong organizational skills with a focus on accuracy and consistency
  • Ability to work independently and as part of a collaborative team environment
  • Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
  • Effective time management skills and the ability to balance multiple priorities

Nice to have:

Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation

What we offer:
  • bonus
  • equity
  • benefits
  • reasonable accommodation for individuals with disabilities

Additional Information:

Job Posted:
December 05, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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