Revenue Forecasting & Strategy Lead

ADP; Kentucky; On-site; USD 98,000 - 125,000; Full time

Job summary

defi SOLUTIONS is seeking a Senior Revenue Forecasting Analyst to join the Portfolio Management team in Montgomery, AL. This role blends data analytics with revenue planning to drive accurate forecasts and strategic decision-making for senior leadership.

You will own the revenue forecasting process, partner with Delivery and Finance, and ensure data quality in systems like ServiceNow while shaping profitability analyses and planning across engagements.

Qualifications

• Bachelor's degree in Business, Analytics, Finance, Accounting, Economics, or related field.
• 5–8 years in business/data analytics, revenue operations, or planning & analysis.
• Advanced Excel skills and Power BI experience.
• Experience with revenue forecasts in subscription, project, or services business.
• Hands-on experience with ServiceNow or similar PPM/ITSM platform.
• Understanding of revenue accounting & software capitalization concepts.
• Demonstrated understanding of project/portfolio management and delivery lifecycle.

Responsibilities

• Own and evolve revenue forecasting model with market trends.
• Act as liaison between Delivery and Finance with data.
• Monitor in-month revenue pacing across engagements.
• Support monthly revenue reconciliation with timesheets, contracts, billing.
• Advance profitability planning and margin analysis.
• Configure and maintain project and billing data in ServiceNow.
• Benchmark practice against industry standards for competitiveness.
• Collaborate with Sales and cross-functional teams to inform planning.
• Maintain governance around capitalizable-work tracking.

Skills

Business analytics

Advanced Excel

Power BI

Revenue forecasting

Portfolio management

Data literacy

Cross-functional collaboration

Education

Bachelor's degree in Business/Analytics/Finance

Tools

ServiceNow

Salesforce

Job description

defi SOLUTIONS is seeking a Senior Revenue Forecasting Analyst to join the Portfolio Management team in Montgomery, AL. This role blends data analytics with revenue planning to drive accurate forecasts and strategic decision-making for senior leadership.

You will own the revenue forecasting process, partner with Delivery and Finance, and ensure data quality in systems like ServiceNow while shaping profitability analyses and planning across engagements.