Revenue Planning & Intelligence

defi SOLUTIONS; Montgomery (AL); On-site; USD 98,000 - 125,000; Full time

Job summary

defi SOLUTIONS in Montgomery, AL is seeking a Revenue Forecasting Analyst to own and evolve the revenue forecasting practice, aligning data, contracts, and billing to drive strategic planning.

The role bridges Delivery and Finance to ensure consistent, trusted data and to extend visibility beyond current engagements.

Qualifications

• Bachelor's degree in Business, Analytics, Finance, or related field, or equivalent experience.
• 5–8 years in business/data analytics, revenue operations, or planning & analysis.
• Advanced Excel skills (e.g., pivot tables, complex formulas) and Power BI experience.
• Working knowledge of revenue and margin concepts sufficient to support profitability analysis.
• Experience building or maintaining revenue forecasts in a subscription, project, or services-based business.
• Hands-on experience with ServiceNow or a similar PPM/ITSM platform, including data flows for project, task, and billing.
• Demonstrated experience with project/portfolio management practices and the tech delivery lifecycle.
• Understanding of revenue accounting treatment and software capitalization concepts in tech/services.

Responsibilities

• Own and evolve the team's revenue forecasting model, incorporating business and market trends to extend visibility beyond current engagements.
• Serve as the primary business liaison between Delivery and Finance for the professional services revenue portfolio, ensuring a consistent data set.
• Monitor in-month revenue pacing across active engagements to flag items needing attention before period close.
• Support the monthly revenue reconciliation process, synthesizing timesheet, contract, and billing data into a reliable estimate of monthly performance.
• Advance profitability planning from a supporting function into a core discipline with rigorous margin analysis and reporting.
• Act as the functional owner of how project and billing data is configured in ServiceNow, ensuring billing rules and revenue calculations stay accurate.
• Track how services relate to broader product relationships and benchmark against industry standards.
• Support governance around capitalizable-work tracking with project teams.
• Build relationships with client and delivery stakeholders to inform planning and forecasting.
• Partner with Sales and cross-functional teams to translate data into decisions for leadership.

Skills

Advanced Excel

Power BI

Revenue forecasting

ServiceNow

Portfolio management

Data analytics

Cross-functional collaboration

Education

Bachelor's degree

Tools

Salesforce

ServiceNow

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Business Intell US - Alabama, Montgomery, AL, US

7 days ago Requisition ID: 2364

Salary Range: $98,000.00 To $125,000.00 Annually

It’s an exciting time to join defi!

defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing, and managed servicing solutions. Our customers include the highest-volume captive auto lenders, banks, credit unions, and finance companies in North America. We have more than three decades of experience helping lenders reduce time-to-market, streamline operations, and customize lending processes with proven, scalable performance.

This position sits within Portfolio Management and blends data analytics with revenue planning to help defi plan, forecast, and deliver against its business strategy. The ideal candidate is comfortable moving between data, financial models, and business systems to turn information into decisions leadership can act on.

This role will own and evolve defi's revenue forecasting practice, helping leadership see further ahead while strengthening the accuracy of the data and systems the reporting depends on. The right candidate will build an analytical foundation that leadership can plan around with confidence.

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Own and evolve the team's revenue forecasting model, incorporating business and market trends to extend visibility beyond current signed engagements.
• Serve as the primary business liaison between Delivery and Finance for the professional services revenue portfolio, ensuring both functions work from a consistent, trusted set of data.
• Monitor in-month revenue pacing across active engagements to flag items that may need attention before period close.
• Support the team's monthly revenue reconciliation process, synthesizing timesheet, contract, and billing data into a reliable estimate of monthly performance.
• Advance profitability planning from a supporting function into a core discipline — helping ensure client engagements are consistently delivered in a profitable, efficient, and reliable manner through rigorous margin analysis and reporting.
• Act as the functional owner of how project and billing data is configured and maintained in ServiceNow, ensuring billing rules, data fields, and revenue calculations stay accurate and audit-ready.
• Track how effectively services work attaches to broader product relationships, and benchmark the practice's performance against external industry standards to maintain competitiveness.
• Support governance and process consistency around capitalizable-work tracking, in partnership with project teams.
• Build relationships with client and delivery stakeholders to inform planning and forecasting.
• Partner with Sales and other cross-functional teams to translate data into decisions that leadership can act on.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Required Qualifications/ Skills:

• Bachelor's degree in Business, Analytics, Finance, Accounting, Economics, or a related field, or equivalent experience.
• 5–8 years of experience in business/data analytics, revenue operations, or planning & analysis, ideally within a technology or services-oriented business.
• Advanced Excel skills (e.g., pivot tables, complex formulas) and experience with BI/reporting tools such as Power BI.
• Working knowledge of revenue and margin concepts sufficient to support profitability analysis.
• Experience building or maintaining revenue forecasts in a subscription, project, or services-based business.
• Hands-on experience with ServiceNow or a similar PPM/ITSM platform, including how project, task, and billing data flows through the system.
• Demonstrated experience with project/portfolio management practices and the technology delivery lifecycle (waterfall and/or agile).
• Demonstrated understanding of revenue accounting treatment and software capitalization concepts as applied in a technology or services business.

Preferred Qualifications/ Skills:

• Experience working with CRM data (e.g., Salesforce).
• SaaS or technology-services industry experience.
• Experience using AI tools (e.g., Microsoft Copilot, Claude) to streamline reporting and forecasting work; willingness to build fluency quickly is a plus even without prior experience.
• Strong data literacy — able to work confidently with data structures and schemas without needing to be a database administrator.
• Ability to build collaborative, engaged relationships across Delivery, Sales, Finance, and client-facing teams.
• Ability to translate complex financial and operational data into clear, decision-ready communication for senior leadership.
• Ability to handle multiple priorities and ambiguous, evolving scope without direct supervision.
• Approximately 5% — primarily for quarterly or bi-quarterly team offsites, typically held in the Atlanta (ATL) area.

Affirmative Action/EEO statement:

defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.