Lead monthly, quarterly, and annual forecasting processes for PSO revenue, costs, and margins.
Build driver-based models for utilization, backlog, project profitability, and staffing needs.
Partner with PSO leadership to evaluate and review SOWs, ensuring financial viability and alignment with margin targets.
Support contract structuring, pricing strategies, and deal review for customers.
Act as a trusted advisor to PSO leaders, helping them make data-driven decisions on staffing, delivery models, and resource allocation.
Deliver accurate and timely financial reports, dashboards, and KPIs for PSO leadership.
Review project-level and customer-level profitability, identifying risks and opportunities to improve outcomes.
Track and report on services backlog, utilization, realization rates, and margin performance.
Responsible for company-wide software subscription renewals and user count management & reporting.
Ensure accurate and compliant revenue recognition for professional services under GAAP, including fixed-fee, time & materials, and milestone-based contracts.
Partner with Accounting to reconcile project revenue, deferred revenue, and margin reporting.
Maintain strong internal controls and compliance related to PSO financials.
Support annual PSO financial statement audit.
Drive process improvements in project financial tracking, revenue recognition, and forecasting accuracy.
Collaborate with HR and PSO operations to align headcount planning and SOWs with enterprise customer needs.
Ensure compliance with accounting standards (GAAP) in services revenue recognition.
Support audits, internal controls, and compliance requirements related to PSO.
Requirements
Bachelor’s degree in Accounting, Finance, or related field (CPA or strong accounting background preferred).
5+ years of progressive finance/accounting experience in SaaS or technology services organizations.
Strong knowledge of revenue recognition standards (ASC 606) for professional services and enterprise SaaS contracts.
Demonstrated experience drafting, reviewing, and financially validating Statements of Work (SOWs).
Proven ability to analyze project profitability and partner with delivery teams to improve financial outcomes.
Hands-on experience with Datarails (FP&A), Salesforce (CRM), and Certinia/FinancialForce PSA (Professional Services Automation).
Advanced Excel and financial modeling skills; familiarity with ERP/FP&A tools preferred.
Excellent communication, stakeholder management, and problem-solving skills with the ability to influence senior leadership.
Benefits
100% Employer Paid Medical Insurance options for the Employee and Family
Paid Maternity and Paternity Leave
Life and AD&D Insurance
Long-Term Disability Insurance
401K with Company Matching
Equity Participation
4 Weeks of Vacation
Fully Stocked Kitchens
Company-Sponsored Charitable Day of Giving Events
......and many more!
Applicant Tracking System Keywords
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