For the given job description <<About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. Were looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether youre collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team thats revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Responsibilities
Preparation, posting, and reconciliation of revenue in accordance with ASC 606Interpret complex contracts and Statement of work and be able to create billing rules corresponding to each project.Assist in managing tax filings with external tax consultantsPrepare andor assist with assembling monthly professional services and quarterlyyearly license invoice billing filesProvide prompt responses to questions from business partners and support business with ad-hoc analysis upon requestPrepare monthly balance sheet account reconciliations and investigate variancesImprove the closing processes for a fast-paced, rapidly growing SaaS company.Assist the accounting team in the audit process by external independent auditors.Enhance the control environment around the internal controls for accounting and financial reporting.Use technology to build scalablesustainable processes to create efficiencies and streamline accounting operations.Assist in preparation of full set of GAAP financial statements
Requirements
Minimum of 5 years of relevant experience working in an office environment as a revenue specialist billing and revenue recognition.Proficiency in fair credit practices, accounting principles and collection regulations, preference to those who have billing and revenue experience within software andor fintech industries.Excellent verbal and written communication. Excellent interpersonal skills. Full professional proficiency in writtenspoken English.Strong time management skills, ability to multi-task and perform well under pressure. Ability to adapt to changing priorities and meeting deadlinesExceptional analytical aptitude, detail oriented, and highly organized.Must maintain highest level of confidentiality.Must have the ability to make recommendations to effectively resolve problems or concerns by using judgment that is consistent with company standards, practices, policies, and procedures.Excellent knowledge of MS Office.NetSuite andor Salesforce experience preferredBachelors Degree in Finance or Accounting, or related discipline
EducationCertifications
Bachelors Degree in Finance or Accounting, or related discipline
What We Offer
Health Coverage options along with other voluntary benefitsEnterprise Udemy membership with access to thousands of personal and professional development coursesCompetitive pay and year-end bonus potentialFlexible PTOCharitable Donation matching, along with Volunteer and Voting PTONumerous team building activities to promote collaboration in a fun and fast-paced work environment>> the resume: <<SummarySkilled in high profile account management; knowledgeable in team building, oral and written presentation, and interpersonal communications; proven leadership skills in a cross-functional team environment; experienced on social media platforms; skilled in Microsoft Office Suite, Salesforce, Google Analytics, DFP, and The Trade Desk; practiced deep attention to detail
ExperienceInterim Accountant, Front Office Assistant,01/1-01/1Surescripts–Arlington,VA,Performed all general office duties.Utilized QuickBooks in assisted accounting functions, assisted with Accounts Payable including check preparation, and administered petty cash accounts.Account Manager,03/2017-PresentBrighthouse Financial–Phoenix,AZ,Agency (Experiential Marketing) New Business: implement full sales cycle from initial contact to close of sale.Qualify all inbound leads Keep running list of prospects, and determine which department other leads transfer to.Involved in all creative strategy and development for client programs.Create tailored proposals and budgets and pitched full program to clients Adept at analyzing a concept(wrong word)l, developing a roadmap, and implementing a program for success Clearly define client KPIs Create opportunities for brand exposure through targeted experiential programs.Responsible for contract additions, edits, & negotiations.Closed $300k within the first 3 months of employment within the Agency.Since joining the team, sales have grown 40% percent Account Management.2-person Account Management team that oversees all Agency Revenue which accounts for over 75% of total company revenue Responsible for X is company proft, currently managing X in accounts Maintain and monitor existing accounts as well as manage both prep sale and post sale campaign execution.Responsible for day to day communication with clients Develop and cultivate new and existing relationships Responsible for all client facing communication - setting expectations & enforcing deadlines, scheduling all check-in's, adhering to production timelines Uncover client's true needs, resolve any client concerns.Project Management Leader Coordination across all teams to deliver complex project on time and within budget Internal department collaboration: manage relationship with Production Team - delegate production tasks and brief team on specific program objectives Create project  P&L for Production.Present weekly New Business & Account Management updates to Agency department.Present monthly company wide updates on Agency's current and future projects.Senior Account Management Associate,06/2016-12/2016Graphiq, Inc–City,STATE,Project development & execution: take project from infancy to execution.Responsible for revenue growth of $150k within 3 months by implementing a new ad solution across new and existing partners Created media kit and case study Worked with Sales team to perfect successful pitch of the ad solution and the go-forward strategy.Train new team members: primary point of contact for all questions/insights regarding partner activation and interaction.Standardize processes across direct Sales and Account Management team including contracts, invoicing, and client   transitions.Actively manage 70+ high profile accounts.Our 3-person team oversees all direct revenue channels accounting for 85% of company revenue.Account Management Associate,10/2015-06/2016Graphiq, Inc–City,STATE,Actively manage 65+ high profile accounts.Effectively and clearly communicate with digital advertising partners to ensure highest level of partner satisfaction.Analyzes monthly revenue reports to identify opportunities for growth.Prepare weekly, monthly, and quarterly reports assessing partner performance and key future initiatives.Properly set expectations and timelines for implementation and campaign performance.Analyze partner successes and failures to perfect the campaign and implementation process.Build weekly emails to help streamline feedback loop by communicating big wins, losses, and roadblocks to Sales, Product, and CEO.Collectively collaborate with Product and Engineering to ensure Graphiq is offering the highest quality digital ad solutions.Sales Incentive Travel Intern,01/2015-05/2015Belmond, Luxury Hotels & Trains–City,STATE,Documentation of all RFPs via the Salesforce program.Exercise deep attention to detail regarding RFP specifications, partner needs/wants, special cases.Administration of sales, letters, and kits to specific clients ensuring the highest level of customer service.
Education and TrainingBachelor of Arts:Business Administration,Expected inMay 2015-College of Charleston-Charleston,SCGPA:Status-Business AdministrationBachelor of Arts:Hospitality and Tourism Management,Expected inMay 2015--,GPA:Status-Hospitality and Tourism Management Special Projects: Iceland Study Abroad
SkillsAccount Management, Accounts Payable, streamline, advertising, concept, direct Sales, invoicing, QuickBooks, Sales, scheduling>>. The result is, Good Fit

Fit assessment: Good Fit