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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead revenue forecasting for mid-tier client portfolios, manage revenue pipelines, and advise on revenue recognition.
- Perform variance analysis and EAC (Estimate at Completion) reviews, providing clear commentary on burn management and over-burn risks.
- Partner with account teams to draft SOWs, ensuring 'math/rate checks' are highly accurate, invoicing schedules are optimized, and rate cards are correctly applied.
- Conduct regular margin analysis reviews to ensure projects remain profitable and proactively identify risks when significant shifts occur.
- Own the full billing cycle and associated commentaries (AR, WIP, Earned but Unbilled).
- Own Out-of-Pocket (OOP) management, reconciling production budgets and communicating available balances to clients. Manage weekly payables for cash flow estimations in partnership with Business Affairs.
- Ensure all audit documentation and compliance standards are met through a strong understanding of accounting principles.
- Leverage AI and advanced spreadsheet proficiency to automate reporting, troubleshoot errors, and evolve our reporting capabilities.
- Prepare and present financial data to stakeholders, translating complex spreadsheets into actionable insights for non-finance leads.
Requirements
What you’ll need- 3-5 years of experience working in finance/accounting in a professional services or technology company.
- Experience with Revenue Forecasting & Recognition, Margin Analysis, Rate Card Analysis, and Variance Analysis.
- Expertise in ERP systems, preferably NetSuite.
- Experience with PSA/PM tools (e.g., Productive, Mavenlink, or similar) and CRM systems (e.g., HubSpot).
- Undergraduate degree in Economics, Business, Accounting, Finance, or equivalent practical experience.
- Professional fluency in English.
Benefits
Comp & perks- Professional fluency in English.
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
revenue forecastingvariance analysisEAC (Estimate at Completion)margin analysisbilling cycle managementOut-of-Pocket (OOP) managementfinancial data presentationadvanced spreadsheet proficiencyaccounting principles
Soft Skills
communicationstakeholder managementproblem-solvinganalytical thinking