Senior Analyst, Revenue Operations and Collections

1 Month ago • 4 Years +

Operations

Job Description

Reporting to the Senior Manager of Revenue, the Revenue Operations and Collections Senior Analyst will be a hands-on accounting professional who enjoys analyzing data, is systems-savvy and has a strong understanding of company order-to-cash process and collections. Responsibilities include preparing/reviewing journal entries, managing aging and invoicing through NetSuite, tracking accounts receivable, processing payments, and managing customer inquiries. The role also involves overseeing sales and use tax, publishing KPIs, creating reports, and identifying process improvements.

Good To Have:

Big 4 accounting firm experience.
Salesforce, Zuora and NetSuite experience.
CPA Certification.
Working knowledge of order-to-cash process and ability to explain complex accounting concepts to non-Accountants.
Strong analytical and problem-solving skills with an attention to detail.
Strong communication (written and verbal) skills.
Self-motivated, flexible and deadline-oriented with a strong desire to learn and grow.
Upbeat demeanor, and ability to stay organized in a fast-paced environment and work with a sense of urgency.
Strong system and data flow knowledge.
Ability to learn and adapt to new process flows and software technologies.
High proficiency in advanced MS Excel including pivot tables and v-lookups.
Team-oriented approach.
Familiarity with the accounting concepts guiding revenue recognition.
Excellent technology skills, particularly expertise with Google office suite and accounting applications.

Must Have:

Prepare/review journal entries, monthly reconciliations, and flux analyses.
Support month-end accounting close and ensure timely internal and external reporting deliverables.
Configure revenue recognition tables associated with each customer invoice.
Manage aging and invoicing through NetSuite.
Track accounts receivable aging reports to identify past due accounts, send reminder notifications, and ensure the overall quality of the AR balance.
Process payments (credit cards, wires, ACH, and checks) and reconciliation of the Sumo Logic’s AR bank account.
Manage customer inquiries including billing-related correspondence with customers and internal stake-holders.
Oversee the maintenance of sales and use tax database for nexus determination, invoicing implications and reporting requirements.
Publish KPIs and/or accounts receivable dashboards to help monitor the growing business.
Create and analyze scheduled and ad hoc invoicing, AR, and revenue reports.
Identify and implement process improvements, such as automation of manual processes.
Fulfill external audit requests for supporting documentation.
4+ years relevant work experience consisting of public accounting firm and/or SaaS company in the Revenue or Accounts Receivable teams.
BA degree in Accounting/Finance.
Ability to learn home grown systems.

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Responsibilities

Prepare/review journal entries, monthly reconciliations, and flux analyses.
Support month-end accounting close and ensure timely internal and external reporting deliverables, including preparation of annual audit/quarterly review schedules.
Configure revenue recognition tables associated with each customer invoice - ensuring accuracy, completeness and validity of revenue.
Manage aging and invoicing through NetSuite.
Track accounts receivable aging reports to identify past due accounts, send reminder notifications, and ensure the overall quality of the AR balance in terms of collectability.
Process payments (credit cards, wires, ACH, and checks) and reconciliation of the Sumo Logic’s AR bank account.
Manage customer inquiries including billing-related correspondence with customers and internal stake-holders to resolve billing disputes, corrections, revisions, supporting documentation and set up of the billing process.
Oversee the maintenance of sales and use tax database for nexus determination, invoicing implications and reporting requirements.
Publish KPIs and/or accounts receivable dashboards to help monitor the growing business.
Create and analyze scheduled and ad hoc invoicing, AR, and revenue reports.
Identify and implement process improvements, such as automation of manual processes to enhance revenue operations efficiency.
Fulfill external audit requests for supporting documentation.

Required Qualifications and Skills

4+ years relevant work experience consisting of public accounting firm and/or SaaS company in the Revenue or Accounts Receivable teams.
Big 4 accounting firm preferred but not required.
Salesforce, Zuora and NetSuite experience a plus.
Ability to learn home grown systems.
CPA Certification preferred but not required.
BA degree in Accounting/Finance.

Desired Qualifications and Skills

Working knowledge of order-to-cash process and ability to explain complex accounting concepts to non-Accountants.
Strong analytical and problem-solving skills with an attention to detail.
Strong communication (written and verbal) skills.
Self-motivated, flexible and deadline-oriented with a strong desire to learn and grow!
Upbeat demeanor, and ability to stay organized in a fast-paced environment and work with a sense of urgency.
Strong system and data flow knowledge. Ability to learn and adapt to new process flows and software technologies. High proficiency in advanced MS Excel including pivot tables and v-lookups.
Team-oriented approach – can participate as an effective team member as well as work cross-functionally with other organizations.
Familiarity with the accounting concepts guiding revenue recognition.
Excellent technology skills, particularly expertise with Google office suite and accounting applications.