Job Description

At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we’ve partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today’s changing workforce.

Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we’re building healthier, more resilient organizations—one person at a time. WPO is looking forward to take their technology investments to next generation with cutting-edge integration platforms based on Cloud technologies. Selected candidates will have opportunity to work with an exceptionally strong global technology team.

Current Opening: Financial Systems Analyst

Location: Bangalore, India

What You Will Do:

We are seeking a detail-oriented Financial Systems Analyst to support, optimize, and enhance our financial systems environment, primarily Oracle NetSuite (including SuiteBilling). This role ensures system integrity, manages integrations with Microsoft Dynamics 365 (Azure CRM) and our UCMS case management system, and supports subscription and usage-based billing in a complex enterprise environment.

Responsibilities:

Financial Systems Administration (NetSuite & SuiteBilling)

• Administer and optimize NetSuite modules (GL, AR, Revenue Management, SuiteBilling).
• Configure subscription billing models (fixed, usage-based, tiered, recurring), billing schedules, and lifecycle events (amendments, renewals, cancellations).
• Maintain system configurations (workflows, roles, dashboards, permissions).
• Support close processes with reconciliations and reporting automation.
• Ensure billing accuracy, revenue recognition compliance, and audit readiness.
• Collaborate cross-functionally on system discovery and improvements.

Systems Integration & Data Management

• Support and troubleshoot integrations between NetSuite, UCMS, and Dynamics 365.
• Ensure accurate, bidirectional data flows (customers, contracts, subscriptions, invoices, payments).
• Manage APIs, middleware, data mappings, and automated workflows with IT.
• Lead data migration, validation, reconciliation, and integration improvements.

Billing & Revenue Operations

• Partner with Finance, Sales, and Operations to optimize quote-to-cash.
• Support complex billing scenarios and revenue reallocation.
• Monitor deferred revenue and forecasting accuracy.
• Assist with audit and compliance reporting.

Reporting & Analytics

• Maintain financial and billing reports, dashboards, and KPIs.
• Report on subscription metrics (MRR, ARR, churn, renewals).
• Support advanced analytics using ERP and CRM data.

Process Improvement & Projects

• Identify and implement system-driven process improvements.
• Support NetSuite, SuiteBilling, and integration projects.
• Document system architecture, workflows, and integrations.
• Train and support end users.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, Information Systems, or related field.
• 3–5+ years supporting NetSuite ERP; SuiteBilling experience required.
• Strong knowledge of subscription billing and ASC 606 revenue recognition.
• Experience integrating ERP with Dynamics 365 or similar CRM.
• Experience with APIs, middleware, or ETL tools.
• Strong analytical, troubleshooting, and reconciliation skills.
• Expertise in ERP systems, billing, quote-to-cash, and data integration.

Preferred Qualifications:

• NetSuite Administrator certification/experience.
• Experience with custom systems (e.g., UCMS).
• Familiarity with Azure and Microsoft data tools.
• Experience in SaaS or regulated industries.
• Knowledge of SOX, internal controls, and audit processes.

​​​​​​​What we offer:

At Workplace Options, we don’t just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include:

Benefits - Group Mediclaim Insurance for 6 lacs INR, Accident Insurance, Gym reimbursement, Tuition reimbursement, EAP Support Services, Mentorship program, WPO Cares, Employee exchange program, Comprehensive training provided for this position

At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes.

We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

For further details about WPO please check out our website www.workplaceoptions.com and these short videos give a great overview of what we do Human-Powered Care and The WPO Global Experience

Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).