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.