Revenue Analyst

Kforce has a client that is seeking a Revenue Analyst in Clearwater, FL. Responsibilities:

• Enter closed sales into the billing spreadsheet and record the corresponding information in both the SD Revenue Sheet and the Master Revenue Sheet
• Review sales information for completeness and accuracy
• Follow up with sales representatives regarding missing information or discrepancies, including purchase orders (POs), billing contacts, billing addresses, and other required details
• Invoice clients throughout the month based on direction and guidance from Project Managers (PMs)
• Track billing and accruals in the personal billing spreadsheet, SD Revenue Sheet, and Master Revenue Sheet
• Record adjustments in the Monthly Adjustment Sheet, as applicable
• Establish and maintain revenue deferrals in the Microsoft Dynamics GP (GP) deferral module when invoicing SaaS products
• Coordinate order processing and revenue tracking for SaaS products, including JAWS Inspect (JI), Kiosk, and ARC
• Request JAWS Inspect and Kiosk orders
• Record applicable orders and revenue information in the SD Revenue Sheet and Master Revenue Sheet
• Review renewals and update Salesforce (SF) dates as needed
• Establish revenue deferrals during invoicing, as applicable
• Conduct weekly follow-up communications with clients regarding outstanding invoices and collections
• Forward remittance advice to Accounts Receivable (AR) to support payment application and account reconciliation
• Gather and provide supporting documentation, including invoices, contracts, and other financial records, for annual audits
• Review aged accruals and unearned revenue balances and coordinate with Project Managers on necessary follow-up and resolution

Requirements:

• Experience with Microsoft Dynamics GP or similar accounting and enterprise resource planning (ERP) systems preferred
• Knowledge of client billing, revenue tracking, accruals, unearned revenue, and account reconciliation processes
• Familiarity with Salesforce or similar customer relationship management (CRM) systems preferred
• Strong organizational skills and attention to detail, with the ability to maintain accurate financial and revenue-related records across multiple spreadsheets and systems
• Proficiency in Microsoft Excel and the ability to manage and reconcile data across multiple spreadsheets
• Strong written and verbal communication skills, including the ability to communicate professionally with clients and internal stakeholders regarding billing, collections, and documentation requirements
• Strong problem-solving skills and the ability to handle confidential financial and business information appropriately
• Ability to investigate discrepancies, identify missing information, and coordinate timely resolution with the appropriate teams
• Ability to manage multiple priorities, meet deadlines, and work independently while collaborating effectively with cross-functional teams