Own and create client invoices in accordance with contractual payment terms; track corresponding accruals and revenue recognition
Lead month‑end revenue and expense reconciliation in partnership with Finance, utilizing standard financial reporting outputs
Develop and maintain the annual revenue and expense budget; lead quarterly forecasting cycles and updates
Conduct simple to moderate financial analysis and reporting to support business performance and decision‑making
Using independent judgment and discretion, identify trends, variances, and key financial risks or opportunities related to revenue generation and provide recommendations for course correction
Prepare financial reporting packages and recommend improvements to financial visibility and business reporting practices
Leverage deep financial knowledge and professional expertise to advise functional and business leaders
Support additional initiatives and ad hoc analyses as needed to enable business objectives
Perform other tasks as needed in support of the business
Drive continuous improvement by streamlining processes and identifying efficiency opportunities across finance and operations workflows

Bachelor’s degree in Finance, Accounting, Business, or a related field
5+ years of progressively responsible experience in financial analysis, business finance, or a related discipline
Demonstrated experience creating and managing revenue and expense budgets, including P&L ownership
Working knowledge of financial booking processes, including accruals and reversals
Experience reviewing and interpreting contracts to support accurate invoicing and revenue recognition
Familiarity with multiple financial or operational systems preferred (e.g., Ariba, Oracle, Polaris)
Proven ability to partner effectively across all levels of the organization, including Finance, Accounting, Sales, Account Management, and Operations
Exceptional attention to detail and strong organizational skills
Demonstrated ability to manage competing priorities and perform under tight deadlines
Strong PC skills, including advanced proficiency in Microsoft Excel and PowerPoint.

Senior Business Finance Advisor

Key skills