Senior Revenue Forecasting & Operations Business Partner
Caylent
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Benefits offered by this job
Job summary
Caylent, a fully remote AI-first cloud services company, seeks a Senior Revenue Forecasting & Operations Business Partner to own revenue forecasts and data across entities. You will partner with Sales, Delivery, and Resource Management to translate contracts into actionable financial insight.
This hands-on role requires strong FP&A experience, cross‑functional influence, and the ability to automate reporting while scaling multi-entity processes.
Qualifications
- 5+ years in FP&A, revenue operations, or revenue accounting with at least 2 years in professional services or consulting.
- Proven track record as a finance business partner to senior commercial and operational leaders.
- Hands-on experience forecasting project-based revenue: time and materials, fixed fee, and milestone engagements
- Experience in Salesforce and at least one PSA or time tracking system
- Advanced Google Sheets or Excel modeling; comfortable building models others will audit
- Clear written and verbal communication; executive presence with senior stakeholders; able to explain a variance in a few sentences.
- Experience at an AWS or cloud consulting partner, including AWS funding programs
- Exposure to M&A, including integration of acquired entities into forecasting, reporting, and systems.
- SQL, Apps Script, or Python for reporting automation
- Multi-entity and multi-currency reporting
- Pay in USD
Responsibilities
- Own the monthly and quarterly revenue forecast across all entities and subsidiaries; maintain a rolling 12-month forecast.
- Build the forecast bottom-up from signed SOWs, staffing plans, and billing schedules; reconcile top-down to Salesforce pipeline.
- Forecast by revenue type: time & materials, fixed fee, managed services, and AWS-funded engagements.
- Model backlog burn, utilization, and bench impact on revenue; 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; participate in reviews.
- Partner on deal and SOW structuring (pricing, fee model, AWS funding) before signature.
- Be the Finance owner of revenue data across Salesforce, PSA or time tracking system, and ERP; define sync controls.
- Build and maintain forecast models and dashboards with traceability; automate recurring reporting where possible.
- Document revenue operations processes and controls to support audit and month-end close.
Skills
Tools
Job description
Argentina
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, DevOps, 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 schedule, funding terms, and staffing plan.
- First 90 days: Own the monthly forecast and deliver the first forecast vs. actuals package with variance explained by engagement; establish regular cadences with Sales and Delivery leadership and become their go‑to finance partner for forecast and deal questions.
- First 6 months: Forecast accuracy within 5% of actuals at the company level and within 10% by offering; forecast reviews with Sales and Delivery leaders run on a regular cadence.
- First year: Forecast model and dashboards are the single source of truth for revenue; recurring reporting is automated; Sales and Delivery leaders rely on Finance’s view in their own planning decisions.
- 5+ years in FP&A, revenue operations, or revenue accounting, with at least 2 years in professional services or consulting.
- Proven track record as a finance business partner to senior commercial and operational leaders.
- Hands‑on experience forecasting project‑based revenue: time and materials, fixed fee, and milestone engagements
- Experience in Salesforce and at least one PSA or time tracking system
- Advanced Google Sheets or Excel modeling; comfortable building models others will audit
- Clear written and verbal communication; executive presence with senior stakeholders; able to explain a variance in a few sentences.
- Experience at an AWS or cloud consulting partner, including AWS funding programs
- Exposure to M&A, including integration of acquired entities into forecasting, reporting, and systems.
- Working knowledge of ASC 606 for services revenue, including percentage‑of‑completion and deferred and unbilled revenue.
- SQL, Apps Script, or Python for reporting automation
- Experience with multi‑entity and multi‑currency reporting
- Pay in USD
- Generous holidays and flexible PTO
- Paid for exams and certifications
- Peer bonus awards
- State of the art laptop and tools
- Equipment & Office Stipend
- Annual stipend for Learning and Development
- Work with an amazing worldwide team and in an incredible corporate culture
NOTE: This position requires current legal authorization to work in the country where this position is located. Caylent is not able to sponsor visa or work permit applications at this time.
At Caylent, we are committed to fair, transparent, and inclusive hiring practices. As part of our recruitment process, we may use artificial intelligence (AI) tools or automated systems to assist with the screening and evaluation of applications to help match candidate qualifications with job requirements.
These tools are designed to support — not replace — human decision‑making. Final hiring decisions are always made by our trained recruitment professionals.
If an AI or automated tool is used during your application process, it will only be in accordance with applicable laws and regulations, and your information will be handled in a secure and confidential manner.
If you have any questions, please contact talent@caylent.com
Caylent is a place where everyone belongs. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at Caylent.
We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at hr@caylent.com.
NOTE: This position requires current legal authorization to work in the country where this position is located. Caylent is not able to sponsor visa or work permit applications at this time.
At Caylent, we are committed to fair, transparent, and inclusive hiring practices. As part of our recruitment process, we may use artificial intelligence (AI) tools or automated systems to assist with the screening and evaluation of applications to help match candidate qualifications with job requirements.
These tools are designed to support — not replace — human decision‑making. Final hiring decisions are always made by our trained recruitment professionals.
If an AI or automated tool is used during your application process, it will only be in accordance with applicable laws and regulations, and your information will be handled in a secure and confidential manner.
If you have any questions, please contact talent@caylent.com
Caylent is a place where everyone belongs. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at Caylent.
We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at hr@caylent.com.
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