ZENDESK

Senior Financial Systems Analyst

ZENDESKSenior Financial Systems Analyst

Turning reconciliation work into exception-led finance operations.

01 / Systems foundation

NetSuite and Expensify implementation

ERP foundation

NetSuite

NetSuite established the finance-system foundation across record-to-report, procure-to-pay, and quote-to-cash work.

01Configure the finance processes and system controls.
02Connect upstream and downstream operating systems.
03Test complete business cycles before go-live.

Expense operations

Expensify

The worldwide expense-reporting rollout connected Expensify with NetSuite.

01Discovery and setup
02NetSuite integration
03UAT and implementation

02 / Public-company audits

Taking the systems through public-company audits

After implementation, NetSuite and Expensify moved into the recurring work of public-company audit review.

The focus shifted from getting systems live to making transactions, approvals, integrations, and changes traceable through review.

01Operate the ERP and expense workflows

02Walk transactions and controls through audit testing

03Resolve findings and carry changes into the next close

03 / Close platform

BlackLine after the audit

After the ERP and expense foundations had been through public-company audits, the next implementation was BlackLine.

BlackLine’s published Zendesk case study says the company brought in BlackLine to automate transaction matching, account reconciliations, and task management.

Read the published Zendesk case study

04 / Matching areas

Each matching area solved a different comparison problem.

New and Expansion MRR

NetSuite and Zuora

Two workflow diagrams with Zuora records on the left, a central matching symbol, and NetSuite records on the right.

NetSuite and Coupa

The procure-to-pay matching area connected Coupa and NetSuite records so exceptions could be identified and reviewed.

Systems: Coupa, NetSuite, and SFTP

Workflow: procurement records → matching → exception review

Cash application

Workflow diagram with daily bank transactions on the left, a central matching symbol, and NetSuite bank-account general-ledger detail on the right.

Billing and provisioning

This matching area compared invoiced users with users provisioned in Zendesk so differences could move into exception review.

Systems: BlackLine, SQL, and Python/Django

Workflow: invoiced users → matching → provisioned users

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