- Clean, reconcile, and maintain data across NetSuite, Salesforce, and billing systems
- Analyze financial statements and support budgeting, forecasting, and variance analysis
- Identify inconsistencies in data and take initiative to correct them — manually if needed
- Collaborate with cross-functional teams to improve financial and operational reporting
- Support month-end and quarter-end processes with accurate data
- Assist with process improvements and data integrity audits
- Strong working knowledge of NetSuite (must-have)
- Solid understanding of financial concepts and reporting
- Proactive, aggressive, and self-driven — does not wait to be told what’s wrong
- Excellent Excel/Google Sheets skills; experience with large data sets
- High attention to detail with a strong sense of ownership
- Experience with Salesforce and billing systems is a big plus
Skills Required
- Strong working knowledge of NetSuite
- Solid understanding of financial concepts and reporting
- Proactive, self-driven attitude
- Excellent Excel/Google Sheets skills and experience with large data sets
- High attention to detail and strong sense of ownership
- Experience with Salesforce and billing systems
What We Do
Casepoint is the trusted data discovery platform for large corporations and government agencies. Our mission is to transform data into actionable intelligence and responsive insights. Leveraging the power of AI and advanced analytics, our end-to-end eDiscovery platform empowers teams to seamlessly collect, preserve, and discover vast amounts of data from diverse sources. With Casepoint, organizations identify crucial information to address their complex data-responsive needs— from litigation, investigations, regulation, and compliance to Congressional inquiries or Freedom of Information Act (FOIA) requests. Our platform offers an intuitive user experience designed with unmatched security, enabling enterprises to manage their data confidently, enhance efficiency, meet reporting obligations, and mitigate risks. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines data-responsive workflows. Our commitment to the customer experience is unwavering. At Casepoint, we’re more than just a software provider, we're a trusted partner— a team of experts invested in helping customers meet business objectives and achieve successful outcomes for their toughest challenges. From configuring workflows to ongoing support, we are there every step of the way, ensuring a seamless experience and tangible results. Trust, collaboration, and exceptional customer service are the cornerstones of our approach, fostering long-term relationships built on mutual respect and achievement. At Casepoint, we believe it’s not just work; it’s a journey. Our culture is built upon trust, kindness, empowerment, and self-improvement in a diverse environment. Our leaders are a group of visionaries whose philosophy is rooted in transparency and support. We thrive, lead, and innovate together as One Team.
