Senior Revenue Forecasting & Operations Business Partner

Caylent is an AI-first cloud services company that helps organizations turn ambitious ideas into meaningful business impact. As an AWS Premier Tier Services Partner and a charter member of Anthropic’s Claude Partner Network, we combine deep expertise in AWS, artificial intelligence, and Anthropic’s Claude platform to help customers modernize their technology, build intelligent products, and move AI from experimentation into production.

Our capabilities span generative and agentic AI, cloud migration and modernization, cloud-native application development, data and analytics, Dev Ops, managed services, security and compliance, and customer experience transformation. At Caylent, our people always come first.

We are a fully remote global company with employees in Canada, the United States and Latin America. We celebrate the culture of each of our team members and foster a community of technological curiosity. Come talk to us to learn more about what it means to be a Caylien!

We are seeking a Senior Revenue Forecasting & Operations Business Partner to own Caylent’s revenue forecast and the operational data that feeds it, and to act as the finance partner to our Sales and Delivery leadership. Reporting to the Director of Finance, you will turn signed SOWs, staffing plans, and billing schedules into a forecast leadership can rely on, and explain the variance when actuals land.

This is a hands‑on role with high visibility to the CFO and the executive team. You will work daily with senior leaders across Sales, Delivery, Resource Management, and Accounting, challenging assumptions, influencing decisions, and translating financial trade‑offs into clear recommendations they can act on. As we grow, you will also help integrate acquired entities into our forecasting, reporting, and systems.

• Own the monthly and quarterly revenue forecast across all entities (US, Canada, Brazil, Argentina, Mexico) and subsidiaries, and maintain a rolling 12‑month forecast that supports the annual budget and reforecast cycles.
• Build the forecast bottom‑up from signed SOWs, change orders, staffing plans, and billing schedules, and reconcile it top‑down to the Salesforce pipeline and bookings.
• Forecast by revenue type: time and materials, fixed fee, managed services, and AWS‑funded engagements.
• Model backlog burn, utilization, and bench impact on revenue, and flag engagements at risk of under‑delivery or overrun.
• Deliver a monthly forecast vs. actuals package with variance explained by engagement, practice, and entity.

• Act as the trusted finance partner to Sales, Delivery, and Resource Management leaders, joining their forecast, pipeline, and staffing reviews on a recurring basis.
• Partner on deal and SOW structuring (pricing, fee model, AWS funding) before signature, not only after.
• Challenge assumptions (pipeline conversion, utilization, staffing, deal structure) with data, and influence decisions.
• Translate financial trade‑offs (margin, cash, risk) into clear recommendations for senior, non‑finance stakeholders.

• Be the Finance owner of revenue data across Salesforce, the PSA or time tracking system, and the ERP; define the fields and controls that keep them in sync.
• Build and maintain forecast models and dashboards with full traceability from reported numbers back to source records.
• Automate recurring reporting where practical (Google Sheets, Apps Script, SQL, BI tooling, or AI tools).
• Document revenue operations processes and controls to support audit and month‑end close.

• First 30 days:
  Understand the forecast end to end and map every active engagement to its fee structure, billing…