Mitratech - Senior Finance & Data Analyst, Post-Merger System Integration
Requirements
• 3–7+ years of experience in finance, accounting, revenue operations, or a closely related field • Solid understanding of GAAP revenue recognition principles — you know when revenue should be recognised and why • Advanced proficiency in Excel for data manipulation, reconciliation, and analysis • Experience working with or alongside ERP and CRM systems (NetSuite, Salesforce, QuickBooks, or similar) • Proven ability to work independently with complex, incomplete, or inconsistent datasets • Strong analytical and critical thinking skills — you ask questions before you build solutions • Excellent English communication skills and ability to translate financial processes into data logic • Intellectual curiosity and the initiative to learn new business models without being told to • Hands-on experience with Salesforce, including CPQ or similar tools • Familiarity with Alteryx or similar data transformation tools — a significant plus if certified • Background in SaaS or subscription-based business models • Experience with mergers, acquisitions, or system migrations • What Success Looks Like • Accurate, audit-ready data migrations delivered on time • Proactive identification and resolution of data issues before they become problems • Clear communication of risks, assumptions, and progress to the team • Strong working relationships with both acquired entity teams and internal stakeholders • A track record of learning new business models quickly and applying that knowledge to the data
Responsibilities
• Lead end-to-end data transformation for full-system migrations from acquired entities • Analyze and interpret source data from systems such as QuickBooks, NetSuite, Excel, and other CRMs • Translate acquired entity data into formats compatible with Salesforce CPQ and ERP processes • Evaluate and rebuild data structures to align with GAAP-compliant revenue recognition • Identify, clean, and correct data inconsistencies and gaps • Develop a deep understanding of revenue recognition policies, sales processes, and product structures, contracting and billing models • Collaborate cross-functionally with acquired entity accounting and operations teams, as well as Internal sales, finance, and systems teams across organizations • Participate in discovery sessions to ensure accurate data interpretation • Perform data validation and reconciliation post-migration • Identify discrepancies and drive issue resolution • Support broader PMSI team initiatives, including testing and process improvement, as needed
Benefits
• This is a high-impact, highly autonomous position within a growing team. Every acquisition Mitratech completes runs through this function — meaning your work directly enables the company's growth strategy. The project pipeline spans the next two or more years, and the scope of the role will evolve as the team grows. If you want variety, ownership, and the chance to develop expertise across both financial operations and data systems, this is the role for you.
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