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Senior Revenue Accountant
Lakeside SoftwareRevenue Accountant for a SaaS company handling revenue recognition and billing operations. Collaborating with Sales, Legal, and FP&A to improve financial workflows.
Tech Stack
Tools & technologiesCloudERPFlux
About the role
Key responsibilities & impact- Serve as the Company's primary subject-matter expert on ASC 606, including the five-step model as applied to SaaS subscription, professional services, and usage-based arrangements
- Review and evaluate new and modified customer contracts to identify performance obligations, determine standalone selling prices (SSPs), and assess variable consideration and constraint analysis
- Prepare and maintain the Company's revenue recognition policy documentation, including contract review memos and technical accounting position papers for complex or non-standard arrangements
- Own the monthly revenue close — including deferred revenue rollforward, revenue journal entries, reconciliations, and flux analysis — ensuring accuracy and timeliness
- Prepare and maintain SSP analyses; update models periodically as pricing and product offerings evolve
- Manage revenue-related disclosures for financial statements, including disaggregated revenue, remaining performance obligations (RPO), and contract asset/liability rollforwards
- Serve as the primary preparer and liaison for external auditors on all revenue-related areas; prepare audit support packages and respond to auditor inquiries
- Proactively monitor FASB and SEC guidance updates; assess applicability and communicate impact to senior management and auditors
- Support technical accounting research on adjacent areas (e.g., contract costs / ASC 340-40, software development costs / ASC 350-40, sales commissions) as needed
- Own the end-to-end billing process — ensuring customer invoices are generated accurately, on schedule, and in alignment with contract terms and revenue recognition treatment
- Maintain and improve the quote-to-invoice workflow between Salesforce CPQ / Revenue Cloud and NetSuite, identifying and closing gaps between how deals are booked in CRM and how they are invoiced and recognized in the ERP
- Review and reconcile contract data, booking records, and billing schedules to ensure completeness and accuracy of the revenue population
- Manage AR aging in coordination with the Senior Accountant; escalate collections issues and support cash application reconciliations
- Partner with Sales Operations and Deal Desk on structuring of non-standard commercial terms (multi-year, ramp deals, usage-based, discounts) to ensure clean downstream accounting treatment
- Maintain documentation of O2C sub-processes, billing controls, and revenue-related SOX narratives
- Serve as Finance's lead power user for NetSuite (Revenue Management / ARM module) and Salesforce (CPQ / Revenue Cloud), with a focus on accuracy, automation, and auditability
- Identify and implement improvements to the revenue recognition and billing workflow — reducing manual effort, improving data integrity, and shortening close cycle time
- Partner with IT and Sales Ops on system configuration, integration enhancements, and new product or pricing model launches that affect revenue accounting
- Build and maintain dashboards and reports that provide real-time visibility into bookings, billings, deferred revenue, and recognized revenue for Finance and the broader business
- Act as a trusted Finance partner to Sales, Legal, FP&A, and Customer Success — providing clear, timely guidance on revenue accounting implications of deal structures and contract modifications
- Support FP&A with revenue forecasting by providing accurate deferred revenue schedules, RPO data, and recognition timing analyses
- Collaborate with the Controller and Senior Accounting Manager on audit readiness, policy development, and special projects as the business scales
Requirements
What you’ll need- Bachelor's degree in Accounting or Finance
- CPA license (active) or actively pursuing CPA
- 3–6 years of progressive accounting experience; Big 4 or large regional public accounting firm experience strongly preferred
- Demonstrated, hands-on ASC 606 expertise — including multi-element arrangements, variable consideration, SSP analysis, contract modifications, and principal vs. agent considerations
- Direct experience in a SaaS or recurring-revenue technology company, either in public accounting or industry
- Working proficiency in NetSuite, with exposure to the Revenue Management or ARM module
- Familiarity with Salesforce, including how CPQ or Order Management data flows to billing and the general ledger
- Strong close-process skills — detail-oriented, deadline-driven, and comfortable managing multiple concurrent deliverables
- Excellent written communication skills; able to draft clear technical memos and articulate accounting positions to non-accountants.
Benefits
Comp & perks- Medical, Dental & Vision Insurance
- Flexible Spending
- Short & Long Term Disability Insurance
- Company Paid Life & Voluntary Life & AD&D Insurance
- 401(k) matching
- 11 Days Observed Holidays
- 20 Days PTO
- 5 Days Paid Sick Time
- Opportunities for career development and growth
- A collaborative and supportive team culture
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ASC 606revenue recognitionSSP analysiscontract modificationsvariable considerationbilling processaudit supportreconciliationsflux analysistechnical accounting
Soft Skills
detail-orienteddeadline-drivencommunication skillscollaborationproblem-solvingorganizational skillsanalytical skillsproactive monitoringguidance provisiontrustworthiness
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceCPA license