Commercial Finance Analyst at Addepar

Pune, Maharashtra, India

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

NoVisa

Financial Technology, Investment Management, FinTechIndustries

Requirements

Minimum 4+ years of experience in Deal Desk, Revenue Operations, Finance Operations, or Order Management within a SaaS or subscription environment
Strong working knowledge of Salesforce CPQ and NetSuite (or similar quote-to-cash/ERP platforms)
Solid understanding of ARR concepts; familiarity with revenue principles is a plus
Ability to independently manage standard deal reviews while supporting complex or non-standard scenarios
Comfort reviewing billing schedules, contract terms, and operational details with high accuracy
Strong cross-functional communication skills
Legal authorization to work in the country where this role is based on the first day of employment (visa sponsorship not available)

Responsibilities

Review and validate ARR, pricing, and deal structures in Salesforce CPQ
Ensure accuracy of multi-year, ramped, tiered, or usage-based pricing
Support senior teammates in reviewing non-standard deal constructs (discounting exceptions, blended rates, complex T&Cs, multi-entity deals)
Collaborate with RevOps and Sales Ops to improve quote accuracy and approval compliance
Partner with Legal on commercial terms that impact billing, invoicing, or financial exposure
Evaluate multi-currency pricing using approved FX frameworks
Support credit checks, threshold-based approvals, and finance policy compliance
Review contracts and orders for completeness, accuracy, and compliance with internal policies
Ensure all required documents (quotes, contracts, MSAs, addendums) meet billing and invoicing requirements
Validate billing schedules, start dates, terms, and product configurations prior to order activation
Work closely with the Billing and Accounting teams to prevent setup errors or downstream revenue issues
Manage deal-to-invoice readiness, ensuring seamless handoff from CPQ to ERP
Assist in resolving issues related to customer accounts, PO requirements, tax implications, or entity selection
Maintain clean order hygiene across systems, including proactive updates or corrections
Act as a point of contact for Sales on policy questions, deal setup guidance, or required documentation
Analyze recurring deal/order issues and recommend process improvements
Support internal audits or compliance reviews related to contracts, approvals, and billing readiness
Help build scalable workflows as the global deal volume and complexity grow

Skills

Key technologies and capabilities for this role

Salesforce CPQARR validationpricing analysisdeal structuringcontract revieworder managementbillingRevOpsfinancial approvals

Questions & Answers

Common questions about this position

Is visa sponsorship available for this position?

No, visa sponsorship is not available for this position. Applicants must have legal authorization to work in the country where this role is based on the first day of employment.

What is the work location or arrangement for this role?

The role is part of expanding the Global Finance Operations team in India. Addepar embraces a global flexible workforce model with offices in multiple locations including Pune.

What skills and experience are required for this Commercial Finance Analyst role?

The role requires hands-on experience with Salesforce CPQ for reviewing ARR, pricing, and deal structures, contract review, order management, multi-currency pricing, and collaboration across Sales, RevOps, Legal, Accounting, and Billing teams. Ideal candidates handle fundamentals and can manage complex deal scenarios.

What does the team structure look like for this position?

You'll serve as the operational link between Sales, RevOps, Legal, Accounting, and Billing teams, supporting senior teammates and collaborating across functions in the expanding Global Finance Operations team in India.

What is the salary or compensation for this role?

This information is not specified in the job description.

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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