5/23/2024 4:14:29 PM
SaaS Finance / Accounting / Billing Manager
CA
CA
SaaS Finance / Accounting / Billing Manager
Aloware is a dynamic and fast-growing contact center as a software (CCaaS) startup that has achieved remarkable year-over-year growth for the past three years. Our transformative software and applications cater to a diverse array of industries, primarily serving mid-market and small businesses with high call and text volumes.
JOB SUMMARY
We are looking for an experienced SaaS finance/accounting manager who will also run our billing department. For this position, in short, you must have a background in:
SaaS billing: you’ve been categorizing and mapping revenue from Chargebee to Quickbooks to Bank;
SaaS accounting: you’ve been managing expenses via Ramp / Brex (or similar) and mapping them to the right accounts in QBO;
Taxes: You’re familiar with payroll taxes, state agencies, and the like;
Finance: you’ve run payroll, filled out insurance applications, and built department budgets.
Forensics and audits: you’ve done finance audits on accounts, customer statements, to find irregularities and mistakes.
RevOps: You can audit a sales booking, contract, revenue collected and marketing sources and report on other team’s KPIs.
Team leadership: We have a (small) RevOps team of 2 that you’ll lead.
** Prior Chargebee and QBO experience is a must **
** Prior expense management software experience is a must - Ramp, Brex, and the like **
Looking for an experienced Revenue & Reporting Analyst with a background in finance and SaaS software to work with our revenue operations team on ongoing projects. You will collaborate closely with stakeholders including product, customer success and finance teams to analyze business processes, and develop accurate reporting to enhance operational efficiency. We’re looking for someone who is highly analytical and excited about data analysis and data visualization and driven to maintain a high standard of data quality.
Role & Responsibilities:
Gather, consolidate, and analyze data from Hubspot, Chargebee, Jira and other applications in our tech stack to help department leaders develop a shared and continuously up-to-date understanding of our progress toward strategic goals, including forecast, new business, churn and revenue retention.
Report regularly on bookings, retention, and performance of KPIs across Marketing, Sales, and Customer Success
Create reporting dashboards and enhance existing ones to improve user experience, increase adoption, and provide reliable insights into the state of data operations, quality, and governance
Collaborate with cross-functional teams to understand data requirements across the company and identify opportunities for developing, enhancing or validating reporting.
Partner internally to implement workflows, customizations, and automations that will streamline operations while improving data quality
Collaborate with sales leadership to develop and continuously refine revenue forecasts and projections
Develop a deep understanding of how all applications in our RevOps tech stack interact with each other and influence data quality across the systems
Work with the Director of Revenue Operations Manager on various projects for continuous improvement of our data.
Contribute to the RevOps analytics roadmap to support current and future data integrity and reporting needs across the business
Skills & Experience:
3+ years experience working at a B2B SaaS Company in analytics, sales or revenue operations, or a related field
3+ years’ experience of data management, dashboarding, data analysis experience
Proficiency working with Hubspot, Chargebee reporting and Jira reporting capabilities
Intermediate to Advanced Excel and Google Sheets skills required
Highly organized with keen attention to detail.
Working knowledge of Jira/Confluence
A track record of delivering projects for both internal and external users within deadline and budget.
Strong project management skills and demonstrated ability to prioritize and coordinate multiple projects under pressure
Broad understanding of Sales, Marketing, and Finance functions
Experience uncovering missing or erroneous data that needs to be fixed
Strong working knowledge of Google Workplace tools and Microsoft Office Suite
Experience working with cross-functional teams
Excellent analytical and problem-solving skills
Excellent communication and collaboration skills.