Bachelor's degree in accounting or finance; CPA preferred.
5+ years of revenue accounting or operations experience in SaaS, consulting, or financial services.
Expert-level knowledge of ASC 606 and experience writing technical memos.
3+ years managing commission and bonus programs with ASC 340-40 application.
5+ years of hands-on experience with Salesforce and NetSuite, including reporting and integrations.
Experience using AI tools and automation platforms to enhance finance workflows.
Advanced Excel and data analysis skills.
Responsibilities
Own revenue recognition for all streams, ensuring compliance with ASC 606.
Manage calculation, accrual, and payout of commissions and bonuses for client-facing staff.
Run monthly and quarterly revenue close processes, including reconciliations and flux analysis.
Ensure data integrity between Salesforce, NetSuite, and billing platforms, creating exception reports.
Oversee fee calculation and invoicing accuracy, including advisory fee billing and collections.
Lead revenue integration for acquisitions, harmonizing policies and moving client data into systems.
Report on revenue per client and cross-service revenue for leadership insights.
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k with a 5% match
Full Job Description
Description
Compensation Transparency
Salary: $150,000-$160,000 + 10% Bonus Potential
This is a remote eligible role with Pacific Standard Time zone Preferred.
Job Summary We're hiring a Revenue Manager to own revenue accounting, billing integrity, commission and bonus management, and revenue reporting across our wealth management, tax, insurance and practice-services lines. You will be our ASC 606 expert and keep the quote-to-cash process accurate from Salesforce through NetSuite. You will also bring acquired firms onto our revenue and compensation processes and use AI and automation to scale the function as we grow.
What Success Looks Like in Year One
Booking tables maintained to be able to reconcile with NetSuite and Salesforce on AR, Unbilled AR, Deferred Revenue, and Revenue.
Revenue close finished on a predictable timeline with clean reconciliations.
Accurate, on-time commission and bonus payouts with few disputes, fully reconciled to revenue and payroll.
Salesforce-to-NetSuite exceptions cut significantly through automation.
A repeatable playbook for integrating the revenue and compensation plans of acquired firms.
Reliable reporting on revenue per client and cross-service revenue.
Key Responsibilities
Revenue recognition: Be the company's go-to ASC 606 expert. Own revenue recognition for all revenue streams, including advisory fees (for example, AUM-based), recurring retainer or subscription fees, project-based tax and planning engagements, and commission revenue. Research and write technical memos on new offerings, pricing models, bundled services and contract changes. Set and maintain the company's revenue recognition policy.
Commission and bonus management: Own calculation, accrual and payout of commissions and bonuses for advisors, sales and client-facing staff. Make sure payouts tie to recognized revenue and plan terms. Capitalize and amortize commission costs under ASC 340-40. Partner with HR, Payroll and Sales leadership on plan design, dispute resolution and reporting on compensation cost as a share of revenue.
Month-end close: Run the monthly and quarterly revenue close, including journal entries, deferred and unbilled revenue schedules, reconciliations, and flux analysis with clear explanations of what drove each change.
Systems and data integrity: Own data flow and integrity between Salesforce, NetSuite and connected billing and custodial platforms. Build exception reports and dashboards that flag mismatches before close.
Billing oversight: Oversee fee calculation and invoicing accuracy, including advisory fee billing reviews, discounts and fee schedules, and collections reporting.
Integrating acquisitions: Lead the revenue workstream for acquisitions. This covers diligence on target revenue quality, harmonizing revenue policies and compensation plans, and moving acquired client books, billing and payout structures into Salesforce and NetSuite.
Cross-sell reporting: Report on revenue per client and cross-service revenue so leadership can track how clients expand across wealth, tax and practice services.
AI and automation: Find and deploy AI tools and automation for contract review, reconciliations, commission calculations, variance commentary, forecasting and reporting. Keep human review and audit trails in place.
Controls and audit: Design and document revenue and commission controls. Serve as the main contact for external auditors on revenue and support regulatory exams.
Cross-functional partnership: Advise Sales, Advisors, Client Service, Legal, Compliance and FP&A on the revenue and systems impact of new offerings, pricing and deal terms before launch.
Key Requirements
Bachelor's degree in accounting or finance. CPA preferred.
5+ years of progressive revenue accounting or revenue operations experience in SaaS, professional or consulting services, or financial services.
Expert-level ASC 606 knowledge: Proven ability to apply the five-step model to complex, multi-element arrangements. Experience writing technical accounting memos and defending positions with external auditors.
Commission and bonus experience: 3+ years managing commission and bonus programs, including building calculation models, booking accruals, reconciling to payroll and applying ASC 340-40 to capitalized contract costs.
Salesforce and NetSuite: 5+ years of hands-on experience, including reporting, data fixes and supporting integrations. Experience with NetSuite ARM or Suite Billing is a plus.
AI and automation: Hands-on use of AI tools (for example Claude, ChatGPT or Copilot) and automation or integration platforms (for example Boomi or Celigo,) to improve finance workflows.
Advanced Excel and data skills.
Experience building scalable close processes and internal controls in a fast-growing company.
Preferred Requirements
Based in Pacific Standard Time zone
Experience at an RIA, wealth management firm, tax or accounting practice, or other fee-based financial services business.
Familiarity with advisory fee billing, custodial data, or wealth platforms
Experience with advisor compensation models, such as revenue-share, AUM-based payouts or production bonuses.
Experience integrating acquired firms in a roll-up or PE-backed environment.
Understanding of insurance commission revenue and multi-entity or affiliate accounting.
Working knowledge of data privacy rules for client financial and health information, such as GLBA/Reg S-P and HIPAA, and comfort working within related controls.
Interest in serving healthcare professionals and in a startup-style, high-growth culture.
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
