Director of IT Procurement leading sourcing and procurement strategies for IT goods at Emory University. Optimizing technology spend and ensuring contract compliance while supporting academic needs.
AR
Hybrid Finance Manager – SaaS Professional Services
Posted 6 months ago
About the role
- Finance Manager serving as a strategic finance partner for Professional Services operations. Leading financial planning and reporting for SaaS client's enterprise engagements.
Responsibilities
- Lead monthly, quarterly, and annual forecasting processes for PSO revenue, costs, and margins.
- Build driver-based models for utilization, backlog, project profitability, and staffing needs.
- Partner with PSO leadership to evaluate and review SOWs, ensuring financial viability and alignment with margin targets.
- Support contract structuring, pricing strategies, and deal review for customers.
- Act as a trusted advisor to PSO leaders, helping them make data-driven decisions on staffing, delivery models, and resource allocation.
- Deliver accurate and timely financial reports, dashboards, and KPIs for PSO leadership.
- Review project-level and customer-level profitability, identifying risks and opportunities to improve outcomes.
- Track and report on services backlog, utilization, realization rates, and margin performance.
- Responsible for company-wide software subscription renewals and user count management & reporting.
- Ensure accurate and compliant revenue recognition for professional services under GAAP, including fixed-fee, time & materials, and milestone-based contracts.
- Partner with Accounting to reconcile project revenue, deferred revenue, and margin reporting.
- Maintain strong internal controls and compliance related to PSO financials.
- Support annual PSO financial statement audit.
- Drive process improvements in project financial tracking, revenue recognition, and forecasting accuracy.
- Collaborate with HR and PSO operations to align headcount planning and SOWs with enterprise customer needs.
- Ensure compliance with accounting standards (GAAP) in services revenue recognition.
- Support audits, internal controls, and compliance requirements related to PSO.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field (CPA or strong accounting background preferred).
- 5+ years of progressive finance/accounting experience in SaaS or technology services organizations.
- Strong knowledge of revenue recognition standards (ASC 606) for professional services and enterprise SaaS contracts.
- Demonstrated experience drafting, reviewing, and financially validating Statements of Work (SOWs).
- Proven ability to analyze project profitability and partner with delivery teams to improve financial outcomes.
- Hands-on experience with Datarails (FP&A), Salesforce (CRM), and Certinia/FinancialForce PSA (Professional Services Automation).
- Advanced Excel and financial modeling skills; familiarity with ERP/FP&A tools preferred.
- Excellent communication, stakeholder management, and problem-solving skills with the ability to influence senior leadership.
Benefits
- 100% Employer Paid Medical Insurance options for the Employee and Family
- Paid Maternity and Paternity Leave
- Life and AD&D Insurance
- Long-Term Disability Insurance
- 401K with Company Matching
- Equity Participation
- 4 Weeks of Vacation
- Fully Stocked Kitchens
- Company-Sponsored Charitable Day of Giving Events
- ......and many more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Senior Financial Analyst responsible for financial management and analytics at CRC Group. Preparing reports to evaluate financial performance and supporting mergers and acquisitions processes.
Treasury Analyst at Vault, a non - bank private lending company. Responsible for managing funding compliance and preparing financial reports in a fast - paced environment.
Senior Associate working closely with the IQT Investment Team on sourcing and diligence activities. Involves building relationships in the venture ecosystem with a focus on technology sectors.
Financial Analysis Coordinator overseeing financial operations and budget management at Virtua Health. Ensuring accurate reporting and providing financial education to management teams.
Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
Senior Manager managing music royalties and finance processes for Warner Bros. Discovery. Overseeing a team and ensuring compliance with contractual terms and internal controls.
Lead Business Aligned Finance Analyst at Wells Fargo, advising on financial research and forecasting for Consumer Technology Products. Resolve complex financial challenges and drive strategic initiatives.
Executive Director - Financial Reporting at Wells Fargo, advising on regulatory reporting and capital treatment. Collaborating with internal stakeholders on interpretive issues and regulatory compliance.
Senior Associate guiding financial operations implementation for PwC in finance consulting. Collaborating with clients and mentoring peers while ensuring successful project delivery.