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.

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.

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

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

Bachelor’s degree in Business/Accounting/Finance

Strong interpersonal skills to collaborate with various job levels

Familiarity with QuickBooks

Medical, dental, vision, and basic life insurance

Flexible PTO and company paid holidays

Retirement programs

1% charitable giving program

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.