Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Collaborate with diverse teams across the company to enhance operational efficiency
- Be part of a company that values continuous improvement and innovation in data infrastructure
- Engage in meaningful work that directly impacts revenue recognition and program performance
- Strong emphasis on building relationships with key stakeholders across various departments

What to Expect (Job Responsibilities):
- Maintain operational revenue forecast for Awareness and Adherence programs using proprietary tools and Excel
- Compile and analyze data from various sources to ensure accurate monthly revenue recording
- Partner with Finance and Sales Operations on month-end activities and revenue recognition
- Continuously improve forecasting processes and streamline cross-functional communication
- Build and maintain strong relationships with Program Management, Business Development, and Finance teams

What is Required (Qualifications):
- Bachelor's degree in finance, accounting, or business, or equivalent experience
- Minimum of 3 years in finance, accounting, or Financial Planning & Analysis (FP&A)
- At least 1 year of experience in revenue or sales operations
- Strong ability to evaluate processes and implement change management for operational improvements
- Advanced Excel skills and strong communication skills

How to Stand Out (Preferred Qualifications):
- Background in account or client management
- Experience using SalesForce

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