Zact

Financial Planning and Analysis

• 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
• 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
• 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
• 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

Financial Data Integrations Specialist

Product Designer

• Design user experiences for new and existing product features using Material design and an existing components library
• Create wireframes, user flows, prototypes, and high-fidelity designs using Figma
• Collaborate closely with product and engineering to ensure designs are feasible, well-scoped, and implemented as intended
• Work effectively with teammates across multiple time zones, balancing synchronous and asynchronous collaboration
• Contribute to and help evolve design systems, patterns, and documentation
• Iterate quickly based on feedback, data, and changing priorities
• Balance user needs, business goals, and technical constraints in a fast-moving environment

Financial Data Integrations Specialist

Intermediate UX Designer