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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
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