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Veeva Systems · 1 day ago

Financial Analyst - Veeva Digital Events

Lyndhurst, NJ

Full-time

Hybrid

Entry Level

$60K/yr - $85K/yr

2+ years exp

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. The Financial Analyst will be responsible for all financial matters related to assigned customer accounts, including invoicing, forecasting, and ensuring customer accounts are in good financial standing.

BiotechnologyCRMEnterprise SoftwareSoftware

Responsibilities

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

Qualification

Microsoft ExcelFinancial forecastingAccount reconciliationQuickBooksMultitaskingVerbal communicationWritten communicationDetail-orientedTime managementTeam collaboration