Revenue Project Specialist

Position Summary

The Revenue Project Specialist supports the accounting and finance functions by managing and executing special projects related to revenue processes, transaction flow, and financial data analysis. Reporting to the Controller, this role contributes to the accuracy, efficiency, and continuous improvement of financial accounting and reporting activities.

The Revenue Project Specialist works collaboratively with Accounting and Finance team to analyze revenue‑related transactions, system integrations, and data transmissions across platforms. Through detailed review and analysis, the role identifies trends, discrepancies, and opportunities for process improvement.

Findings and recommendations are compiled into clear, data‑driven summaries to support leadership decision‑making and ensure alignment with financial reporting objectives.

• Develop reports and workbooks that present clean, accurate data in a format that is easily understood by upper management. Contribute to data analysis efforts and the preparation of summarized findings
• Collaborate with cross‑functional partners to understand the flow of transactions.
• Assist in preparation of financial and operational reporting for senior finance and accounting partners.
• Reconcile weekly data transmissions between the operating and accounting systems.
• Prepare and post external credit card and lockbox batches to ensure timely and accurate accounts receivable reporting.
• Participate in department or cross‑functional projects/initiatives.
• Ability to travel and/or work on site as needed.
• Perform other duties as assigned or apparent.

• This job has no supervisory responsibilities.

• High school diploma and Bachelor’s degree in Accounting, Finance, or related field required.
• 2+ years of experience in accounting, finance or similar role.
• High level of accounting skills including GAAP, ASC 606, and accrual accounting.
• Strong organizational and project management skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Self‑motivated with commitment to timely delivery of tasks and initiatives.
• Strong analytical skills with high proficiency in Excel.
• Ability to work cooperatively and collaboratively with all levels of employees, and management to maximize performance, creativity, problem solving, and results.
• Excellent presentation, communication, and facilitation skills.
• Ability to analyze data and create reports.
• Attention to detail and a commitment to accuracy in all aspects of revenue and account management.
• A proactive, can‑do attitude with a willingness to take ownership of tasks and drive them to completion.
• Travel and/or onsite work will be on an as‑needed basis.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform the functions.

• While performing the duties of this job in a home office setting, the employee is regularly required to work on a computer for extended periods of time.
• Frequent use of a computer requires fine motor skills and hand‑eye coordination.
• Ability to sit for extended periods while working from home or a designated workspace.
• Ability to perform tasks that require sustained attention and focus.
• Occasional lifting of materials up to 25 pounds.
  
  Travel to attend team meetings may be required.
• To facilitate working from home, and as a requirement for this role, the employee must provide reliable internet connection with sufficient bandwidth to execute all job functions and technology setup conducive to remote work. The company laptop will be provided.
• A quiet, distraction‑free workspace is required for maintaining productivity.
• Collaboration with team members may occur through virtual meetings and communication platforms.

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