Addepar
201-500 employees
Financial Services
Software
Wealth Management
Fintech
About Addepar
Addepar is a financial technology company that provides a data aggregation, analytics, and portfolio reporting platform designed for wealth management professionals. Their platform enables advisors, family offices, and institutions to analyze and manage complex portfolios with transparency and precision. Founded in 2009, Addepar aims to bring clarity to wealth management through innovative technology that integrates data from multiple sources, empowering clients to make informed investment decisions. The company is recognized for its robust analytics capabilities and commitment to transforming how wealth is managed globally.
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Description
- Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients.
- The role involves expanding the Global Finance Operations team in India, focusing on deal governance, financial approvals, and order-to-invoice processes.
- Responsibilities include reviewing and validating ARR, pricing, and deal structures in Salesforce CPQ, supporting non-standard deal scenarios, ensuring contract and order accuracy, and collaborating with legal, sales, and finance teams.
- The candidate will also manage billing schedules, ensure compliance, and support process improvements.
- The role requires working from Pune office 3 days a week in a hybrid model.
- The ideal candidate has 4+ years of experience in Deal Desk, Revenue Operations, or Finance Operations within SaaS, with knowledge of Salesforce CPQ and NetSuite, and familiarity with ARR and multi-currency deal structures.
- Strong cross-functional communication, analytical skills, and attention to detail are essential.
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Benefits
- Flexible hybrid work model with 3 days a week in Pune office.
- Collaborative and inclusive company culture emphasizing values like ownership, teamwork, client success, innovation, and learning.
- Opportunity to work in a global, fast-paced environment with cross-functional teams.
- Support for professional growth and broader responsibilities as the team scales.