Financial Force Analyst
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As an Analyst for Professional Service Operations, you will be focused on providing full operations and P&L support to our global Services team throughout Professional Services (PS) and Education business. The focus will be on revenue-driving and forecasting activities across billable projects which includes closing monthly and quarterly accounting, establishing revenue rules, accurate forecasting and reporting, resource assignments, and revenue recognition. You will develop/deploy scalable processes and system logic in collaboration with our Services, Operations, and Finance to support the business. As the connective tissue across the Customer Success organization, you will surface important insights to enhance the customer journey and customer experience. You will report to the Global Operations Manager, Professional Services.
The impact you will have:
- You will drive recurring PS P&L activities to ensure forecasted vs actual metrics are in line.
- You will develop understanding of the metrics that inform Customer Success and manage the business intelligence layer with the goal of driving insights to actions
- You will ensure data quality across multiple systems of record and flag areas of continuous improvement
- You will address questions by the Professional Services leadership team with follow up insights and recommended actions
- You will prioritize and manage high impact projects across Professional
Services What we look for:
- 2+ year's experience with P&L activities, strong data analytics mindset, using analytical frameworks, data, and tools to help structure team thinking, facilitate understanding across multiple senior partners, and reach applicable answers to challenging and ambiguous problems
- Strong Salesforce and FinancialForce (Salesforce PSA) experience
- Ability to work with PO and SOW tracking systems (Ironclad, Coupa, ZIP, WorkDay)
- Experience using business systems such as CRM, billing and revenue systems, PS Automation, Order Management and Accounting
- Strong spreadsheet skills
- Hands-on experience managing Salesforce PSA projects, working with timecards, billing events, approval requests, assignments, etc.
- Experience invoicing and billing both customers and partners