Lead, Revenue Operations

About the role:

As Lead, Revenue Operations, you will play a crucial role in optimizing our revenue processes, ensuring accuracy in financial reporting, and driving efficiency across our revenue operations. This role requires a strong understanding of financial data analysis, experience with revenue recognition principles, and the ability to collaborate effectively with cross-functional teams.

Revenue Analysis and Financial Reporting:

● Oversee and manage the financial reporting process, ensuring accuracy and timeliness of revenue recognition.

● Analyze financial performance related to fixed price, T&M, and retainer contracts.

● Monitor revenue streams and margins, identifying trends and areas for improvement.

● Develop and maintain financial models to forecast revenue and profitability.

Data Analysis and Insights:

● Utilize advanced Excel skills to analyze large datasets, summarizing key findings for executive management.

● Extract actionable insights from financial data, providing recommendations to optimize revenue and margins.

● Collaborate with cross-functional teams to gather relevant data and ensure comprehensive financial analysis.

Process Improvement:

● Identify and implement process improvements to enhance the efficiency and accuracy of revenue operations.

● Develop and maintain standard operating procedures for revenue recognition and financial reporting.

● Stay updated on industry trends and best practices, ensuring the company’s revenue operations remain competitive.

Contribute to organization building through training, mentoring and developing repeatable analytic approaches.

Responsibilities

● Revenue Analysis: Analyze revenue streams, trends, and key performance indicators (KPIs) to provide actionable insights to senior management.

● Financial Reporting: Prepare and review revenue reports, ensuring accuracy and compliance with accounting standards and company policies.

● Process Optimization: Identify opportunities to streamline revenue operations processes and improve efficiency.

● Cross-functional Collaboration: Work closely with Sales, Finance, and Insights teams to ensure alignment on revenue forecasts, bookings, and reporting.

● Data Integrity: Maintain data integrity in revenue systems and databases, performing regular audits and reconciliations.

● Revenue Recognition: Apply knowledge of revenue recognition principles (e.g., ASC 606) to ensure proper accounting treatment for revenue transactions.

● Forecasting and Planning: Support revenue forecasting and budgeting processes, providing insights into future revenue trends and opportunities.

● Continuous Improvement: Proactively identify and implement improvements to revenue processes and systems to support business growth and scalability.

● Ad-hoc Analysis: Conduct ad-hoc financial analysis and reporting as required by senior management or other stakeholders.

Qualifications

● Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.

● Minimum of 3-5 years of experience in revenue operations, financial analysis, or related roles within the IT services industry.

● Strong understanding of fixed price, T&M, and retainer contract structures and their financial implications, Google Apps Script, macros, and automation framework

● Advanced proficiency in Excel, with experience in handling and analyzing large datasets.

● Excellent analytical and problem-solving skills, with the ability to extract insights and provide actionable recommendations.

● Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

--- Seniority level: Associate Employment type: Full-time Job function: Finance Industries: Business Consulting and Services and IT Services and IT Consulting