[Remote] Finance Systems & Automation Analyst at Arta Finance

United States

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$90,000 – $105,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, BiotechnologyIndustries

Requirements

Candidates should possess a Bachelor's degree in Accounting, Finance, Analytics, Computer Science, or a related field and have 3-5 years of experience in a finance, accounting, or data-focused role. Strong SQL skills are essential, with Python or scripting tools experience being a plus. Familiarity with ERP systems like NetSuite, Oracle, or SAP is required, along with the ability to work independently and communicate effectively with diverse teams. Strong problem-solving skills and attention to detail are also necessary.

Responsibilities

The Finance Systems & Automation Analyst will build and automate core accounting workflows, including variance analysis, reconciliations, and close reporting. This role involves partnering with the BI team to structure financial data models and pipelines, translating accounting and reporting needs into SQL or Python-based tools, and aggregating/cleaning data from ERP and subledger systems. The analyst will also create dashboards and tools to enhance financial data accessibility, support audits by improving traceability and documentation, and help manage finance systems like NetSuite, Aleph, and AP automation tools.

Skills

SQL

Python

Accounting

Data Analysis

Automation

Financial Reporting

Data Modeling

Data Pipelines

ERP Systems

Subledger Systems

Dashboards

Process Improvement

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

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