Own revenue forecasting for net-new customer revenue: translate contracts and sales/implementation timelines into executive-ready projections, proactively communicate timing shifts, automate models, support month/quarter close, and partner with Sales and Leadership on ad-hoc requests.
Please note this is a remote opportunity, but you "MUST" live in one of the following states to be considered: AZ, CO, FL, GA, IL, IN, KS, KY, MD, MA, MO, NC, OH, OK, PA, TN, UT, VA, WI
We are seeking a Senior Financial Analyst to own revenue forecasting accuracy and timing in a sales-led environment. This position will report to the VP of FP&A. This role is a senior, hands-on position responsible for translating contracts, customer forecasts, and implementation timelines into reliable, executive-ready revenue projections. The ideal candidate will operate with independent judgment, partner confidently with Sales and Executive Leadership, and require minimal oversight to provide scalable, reliable revenue insights.
Duties/Responsibilities:
- Take full ownership of revenue forecasting accuracy and timing, specifically regarding net new customer revenue.
- Proactively identify and communicate revenue timing shifts across periods, providing real-time updates as conditions change.
- Translate sales contracts, deal structures, and implementation timelines into credible revenue projections.
- Prepare executive-ready forecast updates that clearly explain changes, the reasoning behind them, and future implications.
- Collaborate closely with Sales and Implementation teams to understand pipelines and assess delivery timelines.
- Continuously improve and automate revenue forecasting models and standardized processes.
- Act as the primary point of view on revenue timing, bringing recommendations rather than questions to leadership.
- Support month-end and quarter-end processes as they relate to revenue timing.
- Respond confidently to ad-hoc executive or board forecast requests.
Required Skills/Abilities:
- Strong fluency in revenue recognition concepts and the ability to translate accounting rules into forecasting logic.
- Expertise in financial modeling and the ability to refine forecasting assumptions independently.
- Excellent communication skills with the ability to present complex data to executive leadership.
- Proven ability to partner effectively across teams (Sales, Implementation, Finance) without slowing deal velocity.
- Independent judgment with the confidence to push back on unrealistic assumptions or forecasts.
- A bias toward action and automation to reduce manual effort and executive involvement.
- Resilience and the ability to remain calm under pressure during periods of high volatility or ad-hoc requests.
Education/Experience:
- Required:
- Bachelor’s degree in Finance or Economics.
- 5+ years of experience in revenue forecasting, FP&A, or finance roles supporting sales-led organizations.
- Demonstrated experience owning forecasts presented to executive leadership.
- Proven track record of reducing executive involvement through strong ownership and communication.
- Preferred:
- Advanced Excel Automation: Proficiency in using Power Query, VBA, or SQL integration within Excel to streamline data processing.
- Data Visualization: Experience with Power BI for creating advanced dashboards and reporting.
- Financial Planning Tools: Hands-on experience with Planful or similar enterprise-grade FP&A platforms.
- CRM Platform experience with Hubspot of Salesforce
Verisys transforms provider data, workforce data, and relationship management into meaningful and actionable insights for our customers. More than 400 healthcare, life science, and background screening organizations depend on us to credential providers, improve data quality, publish compliant provider directories, and conduct employment verifications. Our comprehensive solutions deliver accurate and secure information. As a result, we’re the largest outsourced credentials verification organization in the United States. Since we’ve partnered with the most complex institutions in healthcare for decades, we can help organizations of any size discover their true potential.
At Verisys, you can have a rewarding career on every level. In addition to challenging and meaningful work, you will have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities, and your benefits. And our culture of innovation means your ideas on how to improve our business and our clients will be heard.
Verisys is an Equal Opportunity Employer. We encourage all qualified person of every heritage, nation, gender, veteran, or disability status, age, religion, or other protected status to apply.
Top Skills
Excel
Planful
Power BI
Power Query
SQL
VBA
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