Director, Revenue, Finance & Accounting Operations

Responsibilities

Revenue Accounting and Financial Close

• Own revenue recognition policies and processes for subscription, support, and professional services revenue.
• Ensure accurate and consistent revenue recognition under company policy and applicable accounting standards, including ASC 606.
• Review customer contracts, statements of work, amendments, and non-standard commercial terms for accounting and revenue-recognition implications.
• Maintain revenue schedules, deferred revenue balances, contract assets, contract liabilities, and supporting reconciliations.
• Prepare and review revenue-related journal entries, account reconciliations, and close documentation.
• Resolve discrepancies among contracts, bookings, billing, project activity, and recognized revenue.
• Support monthly, quarterly, and annual financial close and provide revenue analysis to the CFO and auditors.

Billing Governance and Revenue Integrity

• Establish financial policies and controls for subscription, support, and professional services billing.
• Partner with Revenue Operations and Professional Services Operations on billing inputs and milestones.
• Validate billing against executed agreements, approved pricing, delivery milestones, and documentation.
• Monitor billing exceptions, credits, adjustments, delayed invoices, and items affecting revenue or cash flow.
• Reconcile bookings, billings, backlog, deferred revenue, and recognized revenue.
• Reduce billing errors, revenue leakage, and manual rework through stronger processes and controls.

Forecasting and Financial Planning

• Own the revenue forecast in partnership with the CFO and business leaders.
• Forecast subscription, support, and professional services revenue.
• Maintain visibility into backlog, deferred revenue, contracted revenue, project delivery, and billing schedules.
• Incorporate pipeline, bookings, renewals, project delivery, utilization, and staffing assumptions into forecasts.
• Analyze actual results against forecast and explain material variances, risks, and opportunities.
• Support company planning and scenario analysis using Datarails or other FP&A tools.

Pricing and Commercial Finance

• Own financial governance of professional services list rates and rate-card methodology.
• Evaluate pricing changes, discounts, payment terms, contract structures, and commercial exceptions.
• Provide Finance guidance on arrangements creating accounting, margin, cash-flow, or revenue-recognition risk.
• Partner with Revenue Operations on discounting policies and approval thresholds.
• Support pricing, margin improvement, and revenue predictability through financial analysis.

Vendor and Finance Operations

• Support or lead vendor contract negotiations from a financial and commercial perspective.
• Evaluate vendor pricing, payment terms, renewal provisions, and financial commitments.
• Identify cost-saving, contract-consolidation, and process-improvement opportunities.
• Support Finance initiatives involving documentation, reporting automation, systems, and data governance.

Systems, Data, and Reporting

• Serve as Finance business owner for revenue-related requirements within Certinia, Salesforce, PSA, Datarails, and reporting platforms.
• Partner with system owners on configuration, data quality, access controls, and financial reporting.
• Define integration requirements among Salesforce, Certinia, ERP, PSA, Datarails, and related tools.
• Develop standardized reporting for revenue, billing, backlog, deferred revenue, project delivery, and forecast performance.
• Reduce reliance on manual spreadsheets and improve financial-process scalability.

AI-Enabled Finance Operations and Workflow Automation

• Use approved ChatGPT, Codex, and comparable AI tools for reconciliation research, variance analysis, contract-term extraction, forecast commentary, policy drafting, audit preparation, and process documentation.
• Implement automation across quote-to-cash, billing, revenue recognition, financial close, forecasting, reporting, vendor management, and approvals.
• Use Codex or comparable AI coding assistants to create, review, and test lightweight SQL or Python scripts, data transformations, exception checks, and API-enabled workflows.
• Measure automation through cycle-time reduction, hours saved, error reduction, control performance, forecast accuracy, and adoption.

Controls, Compliance, and Audit

• Design, document, and maintain internal controls across revenue recognition, billing governance, forecasting, and reporting.
• Ensure segregation of duties among Revenue Operations, Professional Services Operations, Accounting, and Finance.
• Own revenue-related audit requests, support, and documentation.
• Identify control or process gaps and lead remediation.
• Maintain documentation for accounting conclusions, reconciliations, assumptions, and management judgments.

Cross-Functional Leadership

• Build partnerships with the CFO, CSO, SVP Professional Services, Sales, Customer Success, Legal, and other business leaders.
• Establish clear operating handoffs among Finance, Revenue Operations, Professional Services Operations, Sales, Legal, and Finance.

Work Arrangement

• Hybrid role requiring work from the nearest office two days per week.
• Quarterly meetings are held four times annually; additional travel may be required.