The Role
Manage financial matters for assigned customer accounts including invoicing, forecasting, accruals, revenue recognition, reconciliations, and ad hoc reporting. Serve as liaison to FP&A and business teams, track billings, pass-through costs, and prepaid balances, and provide monthly and annual revenue projections and accrual reports.
Summary Generated by Built In
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.
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
- 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, unless you have already completed it with Veeva previously.
- 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.
We value your time and believe in a transparent hiring process. Here is the process you can expect.
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.
#LI-Associate
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 [email protected].
Skills Required
- 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
- Familiarity with QuickBooks
- Strong interpersonal skills to collaborate with various job levels
Veeva Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Veeva and has not been reviewed or approved by Veeva.
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Flexible Benefits — Work Anywhere options, remote flexibility, and adaptable work schedules are emphasized, offering notable autonomy and location choice where role-specific rules allow.
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Leave & Time Off Breadth — Flexible personal time off is available where permitted, complemented by a company-wide holiday break that enhances rest opportunities.
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Wellbeing & Lifestyle Benefits — Physical and mental-health programs, wellness initiatives, fitness stipends, and onsite amenities at headquarters strengthen everyday support for employee wellbeing.
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The Company
What We Do
Veeva is the global leader in cloud software for the life sciences industry. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,000 customers, ranging from the world’s largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves.
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