Lead identification and prioritization of high-impact automation opportunities across quote-to-cash, moving beyond task-based automation to end-to-end process transformation
Own the Revenue and AR automation intake and roadmap, including problem definition, requirements, and success metrics
Partner with the RPA team and Accounting Operations to design solutions and drive UAT, deployment readiness, and adoption for Revenue and AR
Build, troubleshoot, and optimize complex Alteryx Designer workflows
Publish and maintain owned workflows on Alteryx Server, including scheduling, monitoring, documentation, and versioning
Ensure automated solutions maintain audit trails and align with SOX and internal control requirements
Collaborate with Business Transformation to design the reconciliation, validation, and monitoring of financial data within Snowflake
Design and maintain Tableau dashboards providing visibility into revenue, billing, and accounts receivable performance
Train and mentor new Alteryx users within the CAO organization and promote workflow standards and best practices
Execute ad hoc analyses and projects independently

Requirements

Bachelor’s degree in accounting, finance, data analytics, or a related field
8+ years of combined experience in corporate revenue accounting role, accounting process automation, or public accounting
Experience with Alteryx (including Server)
Proven track record of transitioning manual finance processes into automated, scalable environments
Excellent attention to detail, high degree of analytical and problem-solving capability
Experience building Tableau dashboards and working with Snowflake
Experience or strong foundational understanding of how Generative AI or Machine Learning can be applied to finance workflows
Experience partnering with RPA teams delivering automations, such as UiPath or Microsoft Power Automate, including requirements, UAT, and rollout
Hands-on experience with Salesforce, Zuora Billing/Revenue, Oracle Fusion ERP, or similar enterprise ecosystems
Strong understanding of ASC 606 revenue recognition guidance for SaaS arrangements
Experience managing internal control activities (SOX) specifically related to automated systems
Active CPA or equivalent (or willingness to become active)
Exceptional communication skills with the ability to influence cross-functional stakeholders and lead teams through technological shifts

Benefits

Paid Time Off: earned time off, as well as paid company holidays based on region
Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
Retirement Plans: select retirement and pension programs with potential for employer contributions
Learning and Development: options for coaching, online courses and education reimbursements
Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

AlteryxTableauSnowflakeRPAUiPathMicrosoft Power AutomateGenerative AIMachine LearningSalesforceZuora Billing

Soft Skills

analytical capabilityproblem-solvingattention to detailcommunication skillsinfluencing stakeholdersmentoringcollaborationleadership

Certifications

CPA