FP&A Manager, Sales Finance

Finance/Accounting Newark, California

About the role: Seeking a seasoned candidate that will lead the quarterly and annual revenue planning process. The role calls for a sound working knowledge of revenue recognition principles.

Responsibilities

Planning

  • Work w/ Sales Operations during period-end to validate bookings profile (actuals and pipeline) within Salesforce.com.
  • Interpret revenue recognition guidance from technical accounting team and incorporate into revenue forecasts.
  • Drive insights into revenue forecasts based on the type of revenue (subscription/recurring Vs. project-based), timing of bookings, Deferred revenue Vs. revenue based on pipeline, the impact of cancels etc.
  • Develop in-depth knowledge of the newly implemented revenue recognition system (RevSym)
  • Develop forecasting capabilities within RevSym and transition away from existing spreadsheet-based models.
  • Constant evaluation of existing revenue forecasting process to improve accuracy and timeliness

Reporting

  • Explain monthly and quarterly revenue variance to forecast/budget.
  • Report monthly metrics and commentary around bookings performance to Executive management.
  • Perform ad-hoc analysis required for determining product margins, new product introduction, market segment analysis of bookings and revenue.
  • Forecast commission expenses based on guidance from technical accounting team. Validate payouts by partnering w/ Sales Ops team.
  • Function as the primary point of contract to enable QLIK (Visualization software) for reporting of booking, Annual contract value, revenue, and associated metrics.

 

 Qualifications

  • Bachelor’s in Accounting or Finance
  • 6-8 years of revenue forecasting experience in software/Fintech industry
  • Highly proficient in Excel w/ proven ability to engineer scalable and extensible models
  • Experience with Salesforce.com highly preferred
  • Attention to detail, a must

 






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