Core Responsibilities

Month-End Close & OMS/Billing Operations

Manage billing across multiple revenue streams (digital, event, and print) while tracking against multiple deadlines, stakeholders, and parallel responsibilities

Owner of monthly OMS actualization, which feeds all financial reporting and revenue results

Maintain financial systems, while ensuring data cleanliness and integrity

Liaise with Accounting and internal teams to ensure accurate billing, revenue recognition, and reporting

Perform QA processes on delivery data for monthly billing

Reconcile billing activity from the Order Management System to NetSuite

Facilitate communications between sales and leadership regarding invoicing

Liaise with and delegate to outsourced teams regarding IO and OMS accuracy

Monitor deal and contract activity for impacts to revenue reporting and/or billing

Revenue Reporting

Communicate directly with leadership on forecast movements

Report on and maintain forecast and revenue accuracy in the OMS

Manage the influx of revenue reporting requests from Sales

Create and distribute revenue reporting and sales analytics to leadership

Provide ad hoc, client-facing reporting to the Account Management team and/or directly to clients and agencies

Build and create dashboards and reporting tools to address and anticipate future reporting needs

Strategic Business Partner

Lead sales-centric initiatives (e.g., Path to Goal, Sales Summit reporting)

Advise and strategize on efficient reporting processes to drive business decisions and sales strategy

Report on revenue by brand and/or specific product offerings to feed P&L statements to drive business decisions

Provide stats on invoicing initiatives and timing for accurate cash forecasting

Perform project and COGS accounting, including monthly actualization, analysis vs. budget, and leadership reporting

Serve as a core contact for internal teams, including sales, Account Managers, & Planners regarding the OMS, contracts, forecasting, and billing

Collaborate with the experiential team to populate the event P&L

Ad Hoc Projects

Support audits and improve NetSuite reporting

Support technical projects regarding financial systems and API connections

Facilitate quarterly commission payout program and prepare statements

Requirements

Bachelor’s degree with 3+ years of relevant work experience in an analytical role.

Proficient in Excel and data analytics.

Must have strong attention to detail and accuracy, along with an ability to think strategically and creatively in financial and operational scenarios.

Flexible and resourceful when working in a small company environment.

Strong systems knowledge and ability to learn new systems.

Strong written and verbal communication skills.