Revenue Analyst
About The Position
The Revenue Analyst is an entry-level role for a recent graduate or early-career professional seeking to develop in FP&A. The role supports tracking, forecasting, and budgeting revenue across the organization and provides hands-on exposure to ERP systems and partnership with the Sales team. Reporting to the Director of FP&A, the Revenue Analyst helps ensure revenue data is accurate and timely, contributes to revenue forecasts and the annual budget, and supports pricing and deal modeling. The position works closely with Finance, Sales, Client Management, and Operations, with structured training and mentorship to support long-term growth in finance. The role covers revenue reporting and analysis, forecasting and budgeting in Workday, revenue-related data support in SamPro and Workday, and sales partnership and profitability modeling. It also involves maintaining documentation and supporting system testing, data quality, and revenue processes.
Requirements
- Bachelor’s degree in finance, accounting, economics, business analytics, or a related field.
- 0–2 years of experience in finance, accounting, or data analysis.
- Solid understanding of basic accounting and financial concepts, including revenue recognition, accruals, and the three financial statements.
- Intermediate to advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, and building simple models.
- Basic SQL skills for pulling and validating data, including SELECT statements, joins, filters, and aggregations.
- Strong analytical and problem-solving skills, with high attention to detail.
- Clear written and verbal communication skills, including comfort presenting numbers to non-finance partners.
- Eagerness to learn, take feedback, and grow in a fast-paced environment.
- Ability to manage multiple deadlines and priorities.
Nice To Haves
- Internship experience in FP&A, accounting, or a related area.
- Hands-on experience with a BI tool such as Domo or Power BI; coursework or internship experience counts.
- Exposure to SamPro or Workday.
Responsibilities
- Track and report revenue by customer, region, branch, and service line.
- Support monthly revenue close activities, including billing reconciliations, deferred and unbilled revenue review, and revenue-related journal entries.
- Prepare and distribute recurring reports on bookings, billings, backlog, and recurring contract revenue.
- Analyze revenue variances against budget, forecast, and prior periods, and explain key drivers.
- Monitor service agreement renewals, cancellations, and price escalations to measure revenue retention.
- Build and maintain revenue dashboards and KPIs for leadership.
- Assist with monthly and quarterly revenue forecasts in Workday using pipeline, backlog, contract, and historical trend data.
- Support the annual Workday budget process by preparing revenue inputs, gathering assumptions from Sales and Operations, and loading budget data.
- Maintain forecast and budget models in Workday and Excel, documenting assumptions and controlling versions.
- Compare forecast accuracy with actual results and help refine forecasting methods.
- Support scenario and sensitivity analysis, including pricing changes, customer wins or losses, and seasonality.
- Help prepare budget-to-actual packages and revenue commentary for monthly leadership reviews.
- Support revenue-related data in SamPro and Workday, including billing, job, contract, and customer records.
- Audit and clean revenue master data, including customer records, service agreement setup, billing types, and job statuses.
- Identify and escalate billing or revenue data issues and assist Systems and Accounting with resolution.
- Participate in testing system enhancements and configuration changes related to billing and revenue.
- Use SQL and BI tools such as Domo or similar to pull, validate, and visualize revenue data.
- Help develop and maintain revenue-process documentation, SOPs, and training materials.
- Partner with Sales to build pricing, proposal, and deal models for service agreements and projects.
- Analyze deal profitability and margin to inform Sales pricing decisions.
- Track sales pipeline, bookings, and win rates, and connect sales activity to the revenue forecast.
- Support sales performance reporting, including quota attainment and commission calculations where applicable.
- Translate sales and operational data into insights and recommendations.
- Participate in cross-functional meetings with Sales, Client Management, and Operations to align on revenue drivers.
Benefits
- Health benefits start on day one, including an employee-only zero-cost option.
- 401(k) with company match.
- Generous PTO policy and paid holidays.
- Career growth opportunities and a promote-from-within culture.
- Continuing education and professional development through Helios University.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
