Revenue and Budget Analyst

Phoenix, AZ | Full-Time | Exempt | In-Person

At Verde, we believe cleaner, healthier spaces and a greener world start with taking care of our people, our customers, and our planet. Our values
- Safety, Sustainability, Social Impact, and Awesomeness
-shape how we work and how we grow.

We're looking for a Revenue and Budget Analyst to partner with Finance, Operations, Sales, and customers to keep billing accurate, spending controlled, and financial performance clear across assigned sites.

Reporting to the Finance Director
, the R
evenue and Budget Analyst will manage monthly invoicing, track site performance against budgeted hours and expenses, monitor site spending, support project proposals and scenario planning, and provide weekly updates that keep our forecasts current.

• Handle all invoicing for assigned sites and coordinate with Operations and Sales on monthly billing changes.

• Review invoices with the Finance Director before submitting them through Quick Books Online and customer billing portals.

• Provide weekly forecasting updates and budget reports showing performance against budgeted hours and expenses.

• Identify and help resolve discrepancies in hours and expenses, escalating issues to the Finance Director when needed.

• Serve as the bridge between Finance and Operations, helping teams understand and manage their financial needs.

• Meet weekly with the Finance Director and COO to review activity at assigned sites.

• Monitor site spending, purchase orders, and credit card activity for coding issues, allocation needs, and suspected fraud.

• Communicate expense updates during weekly forecasting meetings.

• Build ad-hoc reports and scenario plans using financial data.

• Develop solutions when Operations requests budget changes while maintaining key financial metrics.

• Prepare reports supporting budget adjustments, organizational changes, and scope changes.

• Present recommendations to the Finance Director for approval.

• Support project proposals by partnering with Operations to determine project requirements, preparing draft proposals, and obtaining Finance Director approval.

• Serve as the Finance point of contact for customers at assigned sites and respond to finance-related questions.

• Maintain confidential financial, customer, and employee information securely.

• Perform other related duties as assigned.

Required:

• Bachelor's degree in Finance, Accounting, or a related field.

• 2–4 years of relevant experience.

• Strong Excel skills and experience manipulating large data sets.

• Excellent accuracy, organization, attention to detail, and ability to manage multiple deadlines.

• Ability to adapt in a fast-paced environment and communicate professionally with Finance, Operations, Sales, and customers.

• Sound judgment when handling confidential information.

Preferred:

• Power BI experience.

• FP&A experience.

• Experience in a service, facilities, or multi-site business.

Experience with
Quick Books Online, Microsoft Excel, Tipalti, Power BI, and Vena is valuable in this role.

The Revenue and Budget Analyst will work closely with the Finance Director, site Operations teams, COO, and customer points of contact to make sure financial information is accurate, timely, and actionable.

As a Revenue and Budget Analyst
, you'll be successful when:

• Invoices are accurate, complete, and submitted on time.

• Weekly budgets and forecasts are accurate and delivered on schedule.

• Site spending, purchase orders, and credit card activity are properly monitored.

• Financial discrepancies are identified and resolved quickly.

• Proposals and budget-change…