Senior Data Transformation Analyst

Job Overview

We are seeking a highly analytical and detail-oriented Senior Data Transformation Analyst to support post-merger system integrations (PMSI). This role is critical in ensuring accurate and compliant data migration from acquired entities into core systems, including Salesforce and NetSuite.

This is a highly impactful role that requires a strong understanding of revenue recognition, business processes, and system behavior. You will transform complex and inconsistent source data into structured, compliant formats that support sales, billing, and accounting operations.

This role requires a balance of technical skills, business acumen, and intellectual curiosity. The ideal candidate does not rely solely on tools; they take the time to understand the underlying data, processes, and accounting implications before building solutions.

Key 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

Qualifications

• 3–7+ years of experience in data transformation, systems integration, or revenue operations
• Strong working knowledge of Salesforce, including exposure to CPQ or similar tools
• Advanced proficiency in Excel for data manipulation and reconciliation
• Working familiarity with NetSuite or similar ERP systems
• Solid understanding of GAAP revenue recognition principles
• Proven ability to work with complex and incomplete datasets
• Strong analytical and problem-solving skills