Financial Analyst

Veeva Systems, Inc.; Lyndhurst (NJ); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Flexible PTO

Job summary

Veeva Systems is seeking a Finance Specialist to manage all financial matters for assigned customer accounts, including invoicing, forecasting, accruals, and revenue recognition. You will support monthly and annual revenue projections and ensure accounts are in good financial standing.

The role requires advanced Excel, strong communication, and the ability to analyze large data sets. This is a hands-on position offering competitive pay, comprehensive benefits, and opportunities to contribute to

Qualifications

• 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.

Responsibilities

• Oversee all financial matters related to assigned accounts.
• Serve as intermediary between business team and FP&A.
• Be SME on customer billing, pricing, and financial needs.
• Know all open work orders and purchase orders.
• Maintain records for billed and unbilled amounts by project.
• Review invoices raised for customers.
• Weekly tracking of out-of-pocket costs and prepaid balances.
• Monthly accruals reporting and revenue recognition.

Skills

Advanced Excel

Communication

Data analysis

Attention to detail

Teamwork

Time management

QuickBooks

Education

Bachelor's degree in Business/Accounting/Finance

Tools

QuickBooks

Job description

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead.

At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.

Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities.

The Role

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.

What You'll Do

• 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

Requirements

• 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

Nice to Have

• Bachelor's degree in Business/Accounting/Finance
• Strong interpersonal skills to collaborate with various job levels
• Familiarity with QuickBooks

Perks & Benefits

• Medical, dental, vision, and basic life insurance
• Flexible PTO and company paid holidays
• Retirement programs
• 1% charitable giving program

Compensation

• Base pay: $60,000 - $85,000
• The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.

Veeva's headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world.

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 [e-mail].