Financial Analyst

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead.   At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company – we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.   Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities. Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead.   At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company – we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.   Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities.

The Role

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.

The Role

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

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: 

1. A conversation with the hiring manager

2. A practical case exercise

3. A final conversation with our group's Senior Leader.

• Once all interviews are complete, the manager will be in touch with a final decision. 

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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.