Overview
This role sits within Portfolio Management and blends data analytics with revenue planning to help the organization forecast and deliver against business strategy. The position involves working across data, financial models, and business systems to turn information into decisions leadership can act on.
Key focus areas include owning and evolving the organization’s revenue forecasting practice, improving the accuracy of the data and systems that reporting depends on, and building an analytical foundation leadership can plan around with confidence.
Responsibilities
- Own and evolve the team’s revenue forecasting model, incorporating business and market trends to extend visibility beyond current signed engagements.
- Serve as the primary business liaison between Delivery and Finance for the professional services revenue portfolio, ensuring both functions work from a consistent, trusted set of data.
- Monitor in-month revenue pacing across active engagements to flag items that may need attention before period close.
- Support the team’s monthly revenue reconciliation process by synthesizing timesheet, contract, and billing data into a reliable estimate of monthly performance.
- Advance profitability planning from a supporting function into a core discipline, including rigorous margin analysis and reporting to help ensure client engagements are delivered profitably, efficiently, and reliably.
- Act as the functional owner for how project and billing data is configured and maintained in ServiceNow, ensuring billing rules, data fields, and revenue calculations stay accurate and audit-ready.
- Track how effectively services work attaches to broader product relationships, and benchmark performance against external industry standards to maintain competitiveness.
- Support governance and process consistency around capitalizable-work tracking, in partnership with project teams.
- Build relationships with client and delivery stakeholders to inform planning and forecasting.
- Partner with Sales and other cross-functional teams to translate data into decisions leadership can act on.
Requirements
- Bachelor’s degree in Business, Analytics, Finance, Accounting, Economics, or a related field, or equivalent experience.
- 5–8 years of experience in business/data analytics, revenue operations, or planning & analysis, ideally within a technology or services-oriented business.
- Advanced Excel skills (e.g., pivot tables, complex formulas) and experience with BI/reporting tools such as Power BI.
- Working knowledge of revenue and margin concepts sufficient to support profitability analysis.
- Experience building or maintaining revenue forecasts in a subscription, project, or services-based business.
- Hands-on experience with ServiceNow or a similar PPM/ITSM platform, including how project, task, and billing data flows through the system.
- Demonstrated experience with project/portfolio management practices and the technology delivery lifecycle (waterfall and/or agile).
- Demonstrated understanding of revenue accounting treatment and software capitalization concepts as applied in a technology or services business.
Preferred Qualifications
- Experience working with CRM data (e.g., Salesforce).
- SaaS or technology-services industry experience.
- Experience using AI tools (e.g., Microsoft Copilot, Claude) to streamline reporting and forecasting work; willingness to build fluency quickly is a plus even without prior experience.
Competencies
- Strong data literacy—able to work confidently with data structures and schemas without needing to be a database administrator.
- Ability to build collaborative, engaged relationships across Delivery, Sales, Finance, and client-facing teams.
- Ability to translate complex financial and operational data into clear, decision-ready communication for senior leadership.
- Ability to handle multiple priorities and ambiguous, evolving scope without direct supervision.
Travel
- Approximately 5% — primarily for quarterly or bi-quarterly team offsites, typically held in the Atlanta (ATL) area.
Compensation & Benefits
- Compensation and benefits details are not specified in the provided job description.
Equal Opportunity Employment
- The employer is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.