Financial Analyst

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.

• 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

• 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

Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at ta