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Senior Revenue Accountant

Lakeside Software

Job Description

Job Description

About the Role

We are a growing SaaS company seeking a technically strong Revenue Accountant to serve as our internal expert on all things revenue — from contract review and recognition policy to billing operations and order-to-cash process improvement. This is a high-impact individual contributor role that combines the rigorous technical depth of a public accounting background with the operational orientation needed to thrive in a fast-moving, systems-driven environment.

You will own our end-to-end revenue accounting function under ASC 606, partner closely with Sales, Legal, and FP&A on deal structuring, and drive continuous improvement across our billing and collections workflows in Salesforce and NetSuite. This role reports to the Senior Accounting Manager and has frequent visibility with the Controller and executive team.

Key Responsibilities

Revenue Recognition & Technical Accounting

  • Serve as the Company's primary subject-matter expert on ASC 606, including the five-step model as applied to SaaS subscription, professional services, and usage-based arrangements
  • Review and evaluate new and modified customer contracts to identify performance obligations, determine standalone selling prices (SSPs), and assess variable consideration and constraint analysis
  • Prepare and maintain the Company's revenue recognition policy documentation, including contract review memos and technical accounting position papers for complex or non-standard arrangements
  • Own the monthly revenue close — including deferred revenue rollforward, revenue journal entries, reconciliations, and flux analysis — ensuring accuracy and timeliness
  • Prepare and maintain SSP analyses; update models periodically as pricing and product offerings evolve
  • Manage revenue-related disclosures for financial statements, including disaggregated revenue, remaining performance obligations (RPO), and contract asset/liability rollforwards
  • Serve as the primary preparer and liaison for external auditors on all revenue-related areas; prepare audit support packages and respond to auditor inquiries
  • Proactively monitor FASB and SEC guidance updates; assess applicability and communicate impact to senior management and auditors
  • Support technical accounting research on adjacent areas (e.g., contract costs / ASC 340-40, software development costs / ASC 350-40, sales commissions) as needed

Billing Operations & Order-to-Cash

  • Own the end-to-end billing process — ensuring customer invoices are generated accurately, on schedule, and in alignment with contract terms and revenue recognition treatment
  • Maintain and improve the quote-to-invoice workflow between Salesforce CPQ / Revenue Cloud and NetSuite, identifying and closing gaps between how deals are booked in CRM and how they are invoiced and recognized in the ERP
  • Review and reconcile contract data, booking records, and billing schedules to ensure completeness and accuracy of the revenue population
  • Manage AR aging in coordination with the Senior Accountant; escalate collections issues and support cash application reconciliations
  • Partner with Sales Operations and Deal Desk on structuring of non-standard commercial terms (multi-year, ramp deals, usage-based, discounts) to ensure clean downstream accounting treatment
  • Maintain documentation of O2C sub-processes, billing controls, and revenue-related SOX narratives

Systems & Process Improvement

  • Serve as Finance's lead power user for NetSuite (Revenue Management / ARM module) and Salesforce (CPQ / Revenue Cloud), with a focus on accuracy, automation, and auditability
  • Identify and implement improvements to the revenue recognition and billing workflow — reducing manual effort, improving data integrity, and shortening close cycle time
  • Partner with IT and Sales Ops on system configuration, integration enhancements, and new product or pricing model launches that affect revenue accounting
  • Build and maintain dashboards and reports that provide real-time visibility into bookings, billings, deferred revenue, and recognized revenue for Finance and the broader business

Cross-Functional Partnership

  • Act as a trusted Finance partner to Sales, Legal, FP&A, and Customer Success — providing clear, timely guidance on revenue accounting implications of deal structures and contract modifications
  • Support FP&A with revenue forecasting by providing accurate deferred revenue schedules, RPO data, and recognition timing analyses
  • Collaborate with the Controller and Senior Accounting Manager on audit readiness, policy development, and special projects as the business scales

Requirements

Required

  • Bachelor's degree in Accounting or Finance
  • CPA license (active) or actively pursuing CPA
  • 3–6 years of progressive accounting experience; Big 4 or large regional public accounting firm experience strongly preferred
  • Demonstrated, hands-on ASC 606 expertise — including multi-element arrangements, variable consideration, SSP analysis, contract modifications, and principal vs. agent considerations
  • Direct experience in a SaaS or recurring-revenue technology company, either in public accounting or industry
  • Working proficiency in NetSuite, with exposure to the Revenue Management or ARM module
  • Familiarity with Salesforce, including how CPQ or Order Management data flows to billing and the general ledger
  • Strong close-process skills — detail-oriented, deadline-driven, and comfortable managing multiple concurrent deliverables
  • Excellent written communication skills; able to draft clear technical memos and articulate accounting positions to non-accountants

Preferred

  • Experience supporting or leading an ASC 606 adoption, restatement, or policy refresh
  • Hands-on experience with NetSuite ARM / Advanced Revenue Management module
  • Exposure to usage-based, consumption, or hybrid pricing models and their recognition complexity
  • Background in deal desk, revenue operations, or Sales Ops collaboration

Benefits

  • Medical, Dental & Vision Insurance
  • Flexible Spending
  • Short & Long Term Disability Insurance
  • Company Paid Life & Voluntary Life & AD&D Insurance
  • 401(k) matching
  • 11 Days Observed Holidays
  • 20 Days PTO
  • 5 Days Paid Sick Time
  • Opportunities for career development and growth
  • A collaborative and supportive team culture

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