Validate and review contract sales orders and invoices to ensure proper revenue recognition and deferred revenue for all subscription and service revenue streams.
Understand the quote-to-cash processes including systems logics and the downstream impacts.
Perform monthly and quarterly close tasks, including balance sheet reconciliations and various flux analysis across all revenue and accounts receivable-related accounts
Assist with company collections processes and work cross-functionally to resolve disputes and credit adjustments.
Understand and analyze the accounting impact of complex revenue contracts and ensure that revenue is recorded in compliance with Company’s revenue recognition policy and ASC 606.
Partner and work cross functionally with other business groups (Sales Operations, Customer Success, FP&A, Treasury, Business Technologies teams) to assist with key initiatives and improvements.
Assist with year-end external financial audits.
Support compliance with internal requirements and revenue accounting processes and procedures with a focus on continuous improvements.
Support revenue team on ad-hoc analysis, projects and system implementations.

Requirements

4+ years of progressive accounting experience, including revenue accounting in a SaaS/subscription environment (or similar recurring revenue model).
Strong working knowledge of ASC 606 with experience applying guidance to non-standard/complex contracts.
Experience owning close deliverables: reconciliations, journal entries, tie-outs, and flux/variance analysis.
High proficiency in Excel/Google Sheets (pivot tables, lookups, large data sets); comfort working with systems and data.
Strong communication skills—able to explain accounting conclusions to non-accounting stakeholders and document positions clearly.
Detail-oriented with strong judgment, ownership mentality, and ability to manage multiple priorities in a fast-paced environment.
CPA (active or in progress) preferred.
Experience with common quote-to-cash tools (CRM/CPQ, billing platforms, revenue automation/subledger) and ERPs preferred.
Experience supporting audits and operating within a controlled environment preferred.
Report on weekly/monthly/quarterly sales results.

Benefits

Volunteer days, Birthday PTO, and company-wide Wellness Days
Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees
Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month

Applicant Tracking System Keywords

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

Hard Skills & Tools

revenue accountingASC 606reconciliationsjournal entriesflux analysisdata analysisExcelGoogle Sheetspivot tableslarge data sets

Soft Skills

strong communication skillsdetail-orientedstrong judgmentownership mentalityability to manage multiple priorities

Certifications

CPA