Director, Revenue, Finance & Accounting Operations - SaaS/TPRM

• Own revenue recognition policies and processes for subscription, support, and professional services revenue
• Ensure accurate and consistent revenue recognition in accordance with company policy and ASC 606
• Review contracts, statements of work, amendments, and non-standard commercial terms for accounting implications
• Maintain revenue schedules, deferred revenue balances, contract assets, contract liabilities, and reconciliations
• Prepare and review revenue-related journal entries, account reconciliations, and close documentation
• Resolve discrepancies among contracts, bookings, billing, project activity, and recognized revenue
• Support monthly, quarterly, and annual financial close and provide analysis to the CFO and auditors
• Establish billing policies and controls and partner with Revenue Operations and Professional Services Operations
• Monitor billing exceptions, credits, adjustments, delayed invoices, and revenue or cash-flow impacts
• Reconcile bookings, billings, backlog, deferred revenue, and recognized revenue
• Own revenue forecasting with the CFO and business leaders
• Analyze actual results against forecast and explain variances, risks, and opportunities
• Support planning and scenario analysis using Datarails or other FP&A tools
• Govern professional services list rates and rate-card methodology
• Evaluate pricing changes, discounts, payment terms, contract structures, and commercial exceptions
• Support or lead vendor contract negotiations and identify cost-saving and process-improvement opportunities
• Serve as Finance business owner for revenue-related requirements in Certinia, Salesforce, PSA, Datarails, and reporting platforms
• Define integration requirements and develop standardized revenue, billing, backlog, deferred-revenue, delivery, and forecast reporting
• Use approved AI tools to accelerate reconciliation research, variance analysis, contract-term extraction, forecasting, audit preparation, and documentation
• Identify and implement automation across quote-to-cash, billing, revenue recognition, close, forecasting, reporting, vendor management, and approvals
• Create, review, and test lightweight SQL or Python scripts, data transformations, exception checks, and API-enabled workflows
• Measure automation outcomes through cycle time, hours saved, error reduction, control performance, forecast accuracy, and adoption
• Design and maintain internal controls and segregation of duties
• Own revenue-related audit requests, support, and documentation
• Identify control or process gaps and lead remediation
• Build partnerships with executive and cross-functional leaders
• Establish handoffs, service levels, approval paths, escalation procedures, and process ownership
• Communicate financial risks, operational issues, and recommendations to executive leadership
• Lead through influence as an individual-contributor director with no direct reports at inception

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field
• Approximately 8-12 years of progressive experience in accounting, revenue accounting, finance operations, or a related function
• Experience in start-up and/or lean, smaller-organization structures, specifically in SaaS, cloud, or technology-related industries
• Strong knowledge of revenue-recognition principles, including ASC 606
• Experience with subscription, SaaS, support, and professional services revenue models
• Experience reviewing contracts and interpreting accounting implications of commercial terms
• Strong understanding of financial close, reconciliations, controls, forecasting, and financial reporting
• Experience across ERP, PSA, CRM, and FP&A systems
• Hands-on experience using ChatGPT and Codex or comparable enterprise generative-AI and coding-assistant tools in finance, accounting, or business-operations workflows
• Experience designing and implementing workflow automation using low-code or orchestration tools and integrating data across CRM, ERP, PSA, FP&A, and reporting platforms
• Ability to translate finance processes into prompts, workflow requirements, automation specifications, test cases, exception rules, and control checkpoints
• Ability to read, write, and validate SQL and lightweight Python or similar scripts using AI-assisted development
• Understanding of generative-AI limitations and risks, including inaccurate outputs, data leakage, confidentiality, access management, model validation, documentation, and human oversight
• Ability to lead complex cross-functional work without direct authority
• Strong analytical, communication, organizational, and executive-presentation skills
• Salesforce, Certinia, and Datarails experience is preferred
• CPA or equivalent accounting qualification is preferred

Core Competencies

Demonstrates expertise in revenue recognition policies and processes, particularly in accordance with ASC 606, while effectively managing financial close, reconciliations, and forecasting. Proficient in utilizing automation tools and SQL or Python for data analysis and workflow optimization.

Highest-signal resume keywords

• Revenue Recognition Principles
• ASC 606 Compliance
• Financial Close Management
• SQL and Python Scripting
• Workflow Automation Design

ATS Optimization Keywords

Hard Skills

• Revenue Recognition
• Financial Reporting
• Contract Review
• Reconciliation
• Forecasting
• Data Analysis
• Automation Implementation
• SaaS Revenue Models
• Financial Controls
• Process Improvement

Soft Skills

• Analytical Skills
• Communication Skills
• Organizational Skills
• Executive Presentation Skills
• Cross-Functional Leadership

Certifications & Qualifications

• CPA

Industry Keywords

• SaaS
• Cloud Computing
• Revenue Accounting
• Finance Operations
• Technology Industry

Tools & Technologies

• Salesforce
• Certinia
• Datarails
• FP&A Tools
• ERP Systems
• PSA Systems
• AI Tools
• Low-Code Automation Tools
• Orchestration Tools