Financial Data Integrations Specialist

Reposted 8 Days Ago
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Mumbai, Maharashtra, IND
In-Office
Mid level
Fintech • Payments • Software • Financial Services
The Role
The Financial Data Integration Specialist will facilitate data exchanges between financial systems and accounting platforms like QuickBooks and NetSuite, troubleshoot issues, and support both developers and customers in integration processes. SQL skills are essential for data analysis and validation duties.
Summary Generated by Built In
Financial Data Integration SpecialistAbout Us

Zact is a Fintech innovator dedicated to a singular idea : Organizations need simpler expense and payment management systems that align the spending employee with finance and accounting while providing inherent guardrails and continuous reconciliation with financial systems.

Zact enables all parts of the company to Pay by the Rules.

Position Summary

We are seeking a Financial Data Integration Specialist with strong knowledge of accounting systems and SQL expertise to serve as a technical liaison between our development team, customers, and accounting platforms. This role focuses on ensuring seamless data exchange between our internal financial systems and external accounting platforms such as QuickBooks Online and NetSuite.

Location

Zact is a global company with multiple locations across US, Europe and India.

We provide 100% Remote Working Option.

Candidates applying for this role should be located in India.

Key Responsibilities

Data Integration Support

  • Facilitate data exchange between internal financial systems and accounting platforms (QuickBooks Online, NetSuite)
  • Map data fields and structures between disparate systems to ensure accurate data transfer
  • Troubleshoot data synchronization issues and identify root causes of integration failures
  • Validate data integrity during import/export processes and reconcile discrepancies

Developer Support

  • Collaborate with development team on API integrations with accounting systems
  • Provide technical guidance on accounting system data structures, requirements, and constraints
  • Review integration specifications and test data flows to ensure compliance with accounting system standards
  • Document data mapping requirements and integration workflows for development implementation

Customer Support

  • Assist customers with data migration to and from accounting systems
  • Explain data requirements, formatting standards, and best practices for accounting system integrations
  • Troubleshoot customer-reported data issues related to accounting system connections
  • Create documentation and training materials for customers on data exchange processes

Data Analysis & Quality Assurance

  • Write SQL queries to extract, transform, and analyze financial data for integration purposes
  • Perform data validation and quality checks on financial datasets before transfer
  • Generate reports comparing internal financial data with accounting system data
  • Identify and resolve data inconsistencies between systems
Required Qualifications
  • Overall 10+ years of experience in IT industry.
  • Bachelor's degree in Accounting, Finance, Information Systems, or related field.
  • 3-5 years of relevant experience working with QuickBooks Online and NetSuite or similar accounting platform
  • Strong understanding of accounting system data structures, workflows, and limitations
  • Advanced SQL scripting skills for data extraction, transformation, and analysis
  • Experience supporting technical teams or customers with data integration issues
  • Solid understanding of accounting principles (GL structure, AR/AP, revenue recognition)
  • Proven ability to translate business requirements into technical specifications
Preferred Qualifications
  • Experience with accounting system APIs (NetSuite QuickBooks API)
  • Knowledge of additional accounting platforms (Sage, Xero, Microsoft Dynamics)
  • Familiarity with ETL processes and data transformation tools
  • Background in customer-facing technical support roles
Technical Skills
  • Deep understanding of QuickBooks Online and NetSuite data models and objects
  • Expert SQL skills across various database platforms
  • Proficiency with data mapping and transformation concepts
  • Experience with API testing tools (Postman, similar)
  • Familiarity with version control systems (Git) is a plus
Soft Skills
  • Excellent communication skills to bridge technical and non-technical audiences
  • Strong analytical and problem-solving abilities
  • Customer service orientation with patience and clarity
  • Detail-oriented with commitment to data accuracy
  • Ability to work independently and manage multiple priorities
  • Collaborative team player who can work effectively with developers and customers

Skills Required

  • Bachelor's degree in Accounting, Finance, or related field
  • 3-5 years of experience with QuickBooks Online and NetSuite
  • Strong understanding of accounting system data structures
  • Advanced SQL scripting skills
  • Experience supporting technical teams or customers with data integration
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The Company
HQ: Saratoga, California
20 Employees

What We Do

The Platform for Payment Apps

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