Validation Specialist
The Role
We are looking for a Validation Specialist 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.
The current range for this role is $51,000 - $64,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits
What You’ll Do
- Dive Deep into Data: Review and compare client data across spreadsheets and platforms to identify inconsistencies or gaps
- Document and Log: Thoroughly document and log all your findings in a clear, standardized format
- Collaborate: Work closely with Project Leads who will guide your research and analysis and act as the main point of contact for our clients
- Manage Multiple Projects: Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
Who You Are
- 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
- Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation.
- Effective time management skills and the ability to balance multiple priorities.