Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead.
At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company – we made history in 2021 by becoming a
public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.
The Role
Candidate will be responsible for all financial matters related to assigned customer accounts including but not limited to: customer invoicing, forecasting, accruals, and ad hoc reporting. In addition, candidate will provide internal finance group with monthly and annual revenue projections, perform account reconciliations, and ensure all customer accounts are in good financial standing.
What You'll Do
Oversight of all financial matters related to assigned accounts
Intermediary between business team and FP&A group
Subject Matter Expert on all customer billing, pricing, and financial needs
Know all open work orders and purchase orders
Maintain proper records relating to billed and unbilled amounts by project
Work with business to understand all necessary charges against work orders
Keep records related to all billings and revenue recognition related to projects
Monthly recognition of events, fixed, variable, and project revenue
Invoicing for all fees pertaining to work performed for customers
Responsible for all out of pocket (pass through) costs billed to customers
Review of all invoices raised for customers
Weekly review of UAR to ensure all costs have been billed (for customers with weekly invoicing)
Weekly tracking of all out of pocket (pass through) costs applied against prepayments and up to date tracker of current prepaid balance (where applicable)
Monthly reconciliation of out of pocket (pass through) costs to customers
Monthly review of out of pocket (pass through) billings/UAR and Events Management system values
Responsible for all customer facing and internal forecasts
Reasonable estimation for event volumes/pass through costs/and revenue by month to allow for proper internal planning
Monthly Accruals reporting
Ad hoc Reporting
Requirements
Advanced working knowledge of Microsoft Excel
Excellent verbal and written communication skills
2+ years of related experience
Detail-oriented with a focus on accuracy
Ability to navigate complex situations and prioritize effectively
Experience working with large data and complex reports
Ability to work independently as well as with a team
Good time management and multitasking skills
Nice to Have
Bachelor’s degree in Business/Accounting/Finance
Strong interpersonal skills to collaborate with various job levels
Familiarity with QuickBooks
Perks & Benefits
Medical, dental, vision, and basic life insurance
Flexible PTO and company paid holidays
Retirement programs
1% charitable giving program
Compensation
Base pay: $60,000 - $85,000
The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.
