Corporate Finance – Revenue Operations, Associate / AVP

Company Overview:

A leading technology partner in the alternative investment marketplace, managing $150 billion in global platform assets, is seeking an Associate / AVP for their Revenue Control team. This role will be pivotal in shaping the firm's financial operations as it continues to expand.

Job Responsibilities:

• Perform revenue calculations and controls for various product lines, primarily Technology Solutions.
• Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances.
• Collaborate with client relationship managers, finance leadership, and external client contacts.
• Review legal agreements and understand relevant economic terms for revenue calculations.
• Support full revenue cycle including order processing, invoicing, payment collection, and revenue recognition.
• Spearhead month-end close processes, preparing revenue calculations and revenue accruals.
• Calculate and consolidate P&L and balance sheet data, ensuring accurate journal entries.
• Assist with the calculation and generation of invoices at month end.
• Perform month over month roll forwards for key revenue metrics.
• Prepare detailed monthly revenue reconciliation analyses.
• Execute cash application processes and prepare monthly cash reconciliations.
• Enhance efficiency and automation of revenue calculations and invoicing processes.
• Develop insightful reporting and analyses for performance reporting to management and investors.
• Identify and address process gaps, implement robust internal controls, and improve documentation.
• Identify opportunities to streamline processes using automation tools and data-driven workflows.
  
  

Qualifications:

• 3 years of corporate or public accounting experience within the financial services industry.
• Outstanding financial analysis skills and knowledge of accounting principles and US GAAP reporting.
• Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations.
• Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook).
• Familiar with Oracle NetSuite or other general ledger systems.
• CPA license and degree in Accounting preferred but not required.
• Familiar with alternative investments or structured investments is preferred.
  
  

The post Corporate Finance – Revenue Operations, Associate / AVP appeared first on Landing Point.