Lead end-to-end data transformation for full-system migrations from acquired entities
Analyze and interpret source data from systems such as QuickBooks, NetSuite, Excel, and other CRMs
Translate acquired entity data into formats compatible with Salesforce CPQ and ERP processes
Evaluate and rebuild data structures to align with GAAP-compliant revenue recognition
Identify, clean, and correct data inconsistencies and gaps
Develop a deep understanding of revenue recognition policies, sales processes, and product structures, contracting and billing models
Collaborate cross-functionally with acquired entity accounting and operations teams, as well as Internal sales, finance, and systems teams across organizations
Participate in discovery sessions to ensure accurate data interpretation
Perform data validation and reconciliation post-migration
Identify discrepancies and drive issue resolution
Support broader PMSI team initiatives, including testing and process improvement, as needed

3–7+ years of experience in data transformation, systems integration, or revenue operations
Strong working knowledge of Salesforce, including exposure to CPQ or similar tools
Advanced proficiency in Excel for data manipulation and reconciliation
Working familiarity with NetSuite or similar ERP systems
Solid understanding of GAAP revenue recognition principles
Proven ability to work with complex and incomplete datasets
Strong analytical and problem-solving skills
Ability to learn and adapt quickly to new business models
Excellent communication skills and ability to translate business processes into data logic.

Senior Data Transformation Analyst

Key skills