Sr. Financial Analyst

Job Description

Job Description

Robert Half Management Resources is looking for a Sr. Financial Analyst to support order-to-cash operations for one of our growing SaaS clients on an interim basis. This long-term contract position is ideal for someone who can evaluate contracts, manage order activity, and assess billing and financial impacts with accuracy and sound judgment. The role works closely with cross-functional teams to improve operational efficiency, resolve exceptions, and maintain reliable data across core systems.

Responsibilities:

• Oversee order activity from intake through completion, ensuring transactions move through the order-to-cash cycle accurately and on schedule.

• Examine contracts, order documentation, and commercial terms to confirm alignment with company policies, billing rules, and operational requirements.

• Identify unusual or non-standard agreement terms and evaluate how they may affect invoicing, revenue treatment, and downstream processes.

• Collaborate with partners across Sales, Finance, Legal, Customer Success, and Operations to address order issues and remove processing roadblocks.

• Analyze the operational and billing effects of renewals, amendments, cancellations, and other order updates before execution.

• Maintain complete and accurate customer and order information within Salesforce and related business systems.

• Track open work queues, prioritize urgent items, and take proactive steps to meet service expectations and reduce delays.

• Recommend workflow enhancements that improve scalability, control, and overall process efficiency.

• Provide support for reporting, audit requests, and broader operational initiatives tied to order management and billing oversight.