Financial Analyst

Financial Analyst

Candidate will be responsible for all financial matters related to assigned customer accounts including but not limited to: customer invoicing, forecasting, accruals, and ad hoc reporting. In addition, candidate will provide internal finance group with monthly and annual revenue projections, perform account reconciliations, and ensure all customer accounts are in good financial standing.

What You'll Do

• 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

Requirements

• Advanced working knowledge of Microsoft Excel
• Excellent verbal and written communication skills
• 2+ years of related experience
• Detail-oriented with a focus on accuracy
• Ability to navigate complex situations and prioritize effectively
• Experience working with large data and complex reports
• Ability to work independently as well as with a team
• Good time management and multitasking skills

Nice to Have

• Bachelor's degree in Business/Accounting/Finance
• Strong interpersonal skills to collaborate with various job levels
• Familiarity with QuickBooks

Interviewing with Veeva We value your time and believe in a transparent hiring process. Here is the process you can expect.

• Follow the application process and submit your resume.
• Within 3 days, you will receive a link to a personality assessment administered by a third party.
• Once you complete the assessment, our team will review your full application package and follow up via email with our decision.
• If moving to the interview stage, the process is as follows:
• A conversation with the hiring manager
• A practical case exercise
• A final conversation with our group's Senior Leader.
• Once all interviews are complete, the manager will be in touch with a final decision.

Perks & Benefits

• Medical, dental, vision, and basic life insurance
• Flexible PTO and company paid holidays
• Retirement programs
• 1% charitable giving program

Compensation

• Base pay: $60,000 - $85,000
• The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.

Veeva's headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world. Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at talent_accommodations@veeva.com.

A Different Kind of Company. A Public Benefit Corporation.

Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conductincluding customers, employees, and the communityin addition to shareholders' interests.

What Sets Us Apart

In February 2021, Veeva became the first public company to convert to a Public Benefit Corporation (PBC).

Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conductincluding customers, employees, and the communityin addition to shareholders' interests.

Veeva's public benefit purpose is to help make the industries we serve more productive and create high-quality employment opportunities.

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At Veeva, we believe in giving back. Veeva's support for charitable causes is entirely employee driven because we think giving is personal and should be directed by the individual. With our 1% Veeva Giving program, each employee receives an amount equivalent to 1% of their base salary annually to support the non-profit(s) of their choice. We don't dictate favored corporate causes or ask employees to donate to specific non-profits. We never support a charitable cause in exchange for commercial advantage or preferential treatment.

Veeva's core values do the right thing, customer success, employee success, and speed guide our decision making and define our culture. Doing the right thing means that we are concerned about more than just financial success and return to shareholders. We recognize a responsibility to customers, employees, environment, and society.As individuals, we pride ourselves on being good people who are honest, fair, and direct. We treat others with respect. As a company, we strive to be a good corporate citizen, a positive force in the business community, active in our communities, and an example to others.

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Our equity program is designed to enable the vast majority of our employees to participate. Our unique approach to awarding equity grants allows our employees to be shareholders so they can benefit financially in the company's growth.

Veeva has taken a strong stance against the use of non-compete agreements that can limit employee opportunities. We do not require our employees to sign non-compete agreements, and we have taken legal action to fight the unfair use of these agreements by other companies because we believe such agreements limit an employee's fundamental right to work where they choose. We believe in our people and want them to be successful here at Veeva or wherever their careers take them.

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News and Recognition

Veeva in Top 100 Most Reliable Companies Fastest-Growing Company for 5 Years, Future 50 for 2 Years New York's Noncompete Bill Is A 'Big Domino To Fall'And The Broadest Ban YetIn A Growing Movement Against Them Veeva's Peter Gassner Combine's Today's Execution with Tomorrow's Vision

Grow, Contribute and Be Recognized

"Veeva's engineering teams take a pragmatic approach to software development. We offer an ideal environment for engineers who value focus, speed and integrity in their work."

Jacob Marcus VP, Engineering

"I appreciate that Veeva values