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About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. Were looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether youre collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team thats revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. Were looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether youre collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team thats revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
This role will be responsible for accurately invoicing clients for services rendered using Oracle OpenAir software. You will work closely with project managers to verify project status, ensure completeness and accuracy of invoicing data and be responsible for the timely issuing of invoices for payment. Additionally, you will be responsible for monthly revenue and project reporting to the senior management team. The Revenue Specialist will also be responsible for timely review of sales contracts, ensuring proper coding in Salesforce and NetSuite.
Responsibilities
Sales Contract Review Responsibilities
- Review all sales contracts
- Ensure Salesforce opportunities are entered correctly to facilitate proper billing and revenue recognition
- Reconcile Salesforce assets to Annual Recurring Revenue
- Assist in processing auto-renewal and price increase opportunities in Salesforce
- Assist with ad-hoc client and sales requests, including contract to billing reconciliations
- Work closely with the accounting team to ensure NetSuite Orders and Items are set up properly for ASC 606 compliant revenue recognition
- Manage the billing process for clients in SuiteProjects Pro
- Maintain and update billing rules as needed as well as troubleshooting issues, ensuring accuracy and efficiency
- Ad hoc timesheet analysis to validate accuracy & adherence
- Resolve any client billing or invoicing discrepancies with project managers
- Provide weekly, monthly reports to finance and PS leadership on the financial health status of projects
- Work closely with accounting teams to reconcile accounting actuals to revenue reports at a project level
- Receive, analyze and report on weekly utilization reports to the Professional Services
- Monitor project progress when needed by tracking activity; resolving problems; publishing progress reports; recommending actions
- Prepare and present detailed revenue reports and analyses to senior management
- Collaborate with the FP&A team to ensure accurate monthly, quarterly, and annual revenue reporting
- Responsible for working cross-functionally to identify opportunities to drive and improve revenue, presenting findings to Management
- Work closely with sales, marketing, and operations teams to understand revenue drivers and business impacts.
- Work closely with accounting team during Audit when pertaining to PS revenue
- Collect, analyze, and interpret large sets of data to provide actionable insights
- Work to identify potential SuiteProjects Pro process improvements to facilitate accuracy and efficiency for Financial Operations team
- 2-4 years of accounting experience - software revenue experience preferred
- Strong communication and interpersonal skills
- Assertive conflict-resolution and problem-solving skills
- Clear and concise communication in both written and verbal form
- Ability to be diplomatic or firm, when necessary, to drive business forward
- Highly organized, detail oriented and able to work autonomously
- Ability to manage multiple tasks and tight deadlines with confidence and ease
- Ability to prioritize and organize workload across multiple groups
- Strong Excel skills
- Bachelors degree in finance or accounting, or related discipline
- Proficiency in MS Office applications including Microsoft excel
- Experience with SuiteProjects Pro PSA modules (e.g., Projects, Resources, Time & Expense) preferred
- Understanding of NetSuite ERP modules preferred
- Understanding of software contract revenue recognition preferred
- Experience with Salesforce preferred
- Excellent English written and verbal communication
- Health Coverage options along with other voluntary benefits
- Enterprise Udemy membership with access to thousands of personal and professional development courses
- 401K with Company match up to 4% or Employee Pension plan
- Competitive pay and year-end bonus potential
- Flexible PTO
- Charitable Donation matching, along with Volunteer and Voting PTO
- Numerous team building activities to promote collaboration in a fun and fast-paced work environment
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we dont just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and Finance-
Industries
Software Development
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