JOB SUMMARY:

ESSENTIAL RESPONSIBILITIES AND DUTIES:

• Review new and amended customer contracts to determine revenue recognition treatment in accordance with ASC 606, including identification of performance obligations, transaction price allocation, and timing of revenue recognition
• Prepare and post monthly journal entries related to subscription revenue, professional services revenue, deferred revenue, and related balance sheet accounts
• Maintain and reconcile the deferred revenue schedule, ensuring accuracy of beginning balances, billings, revenue recognized, and ending balances
• Prepare account reconciliations for revenue-related balance sheet accounts including deferred revenue, unbilled receivables, and accounts receivable
• Research variances in revenue-related accounts and provide explanations of actuals vs. forecast to management
• Support the monthly, quarterly, and year-end financial close process with accurate and timely revenue reporting
• Draft technical accounting memos documenting the revenue treatment for non-standard or complex contractual arrangements
• Collaborate with Sales and Customer Success teams to understand contract structures, amendments, and renewals
• Prepare schedules and supporting documentation for external audits related to revenue recognition
• Analyze subscription metrics including ARR, MRR, churn, and net revenue retention to support management reporting
• Assist in the development and documentation of revenue recognition policies, procedures, and internal controls
• Support system and process improvements related to billing, revenue recognition, and ERP workflows
• Assist with ad hoc financial analysis and special projects as directed by the VP of Finance or Controller

QUALIFICATIONS:

• EDUCATION: Bachelor’s degree in Accounting or Finance required
• CERTIFICATION: CPA preferred or actively pursuing
• EXPERIENCE: Minimum of 2-4 years of accounting experience, with direct experience in revenue recognition under ASC 606; SaaS or subscription-based business experience strongly preferred; public accounting experience a plus

KNOWLEDGE/SKILLS/ABILITIES:

• Strong working knowledge of ASC 606 revenue recognition standards and US GAAP principles
• Experience with SaaS revenue models including subscription, usage-based, and professional services revenue streams
• Proficiency with ERP and billing systems; experience with NetSuite, Sage, or similar platforms preferred
• Advanced proficiency in Microsoft Excel including pivot tables, VLOOKUP/INDEX-MATCH, and financial modeling
• Strong analytical and problem-solving skills with attention to detail
• Excellent organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills, including the ability to draft technical accounting memos
• Ability to work independently with minimal supervision while exercising sound judgment
• Ability to collaborate cross-functionally with non-finance stakeholders
• Experience working in a private equity-backed environment is a plus