Onboarding Validation Analyst

Addepar • Salt Lake City, UT

69d • $51,000 - $64,000

About The Position

We are looking for an Onboarding Validation Analyst to join our team and support the data conversion for new Addepar clients. This role involves cross-referencing large sets of financial data between spreadsheets and systems, helping to ensure accuracy during onboarding. You’ll play a key part in identifying and tracking any inconsistencies, with clear documentation and attention to detail being the most important parts of the job. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It’s a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.

Requirements

• Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
• 1+ year(s) of experience in a structured, detail-focused role such as data entry, financial operations, or data quality assurance
• Strong organizational skills with a focus on accuracy and consistency
• Ability to work independently and as part of a collaborative team environment
• Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
• Effective time management skills and the ability to balance multiple priorities

Nice To Haves

• Familiarity with financial data is a plus, but not required
• Quick to learn new systems and follow structured processes for data navigation and validation

Responsibilities

• Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps
• Thoroughly document and log all findings in a clear, standardized format
• Work closely with Project Leads who will guide research and analysis and act as the main point of contact for clients
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line

Benefits

• $51,000 - $64,000 base salary + bonus + equity + benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees