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, Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation’s conduct-including customers, employees, and the community-in addition to shareholders’ interests., “As a software engineer at Veeva, I’m proud to be doing meaningful work building clinical trial software that will benefit so many people.”

• 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 We value your time and believe in a transparent hiring process. Here is the process you can expect.

• Within 3 days, you will receive a link to a personality assessment administered by a third party.
• 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: 1. A conversation with the hiring manager 2. A practical case exercise 3. A final conversation with our group’s Senior Leader.
• Once all interviews are complete, the manager will be in touch with a final decision.

Perks & Benefits

• 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.

LI-Associate

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., Veeva’s headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world., Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation’s conduct-including customers, employees, and the community-in addition to shareholders’ interests.

Veeva’s public benefit purpose is to help make the industries we serve more productive and create high-quality employment opportunities.

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At Veeva, we believe in giving back. Veeva’s support for charitable causes is entirely employee driven because we think giving is personal and should be directed by the individual. With our 1% Veeva Giving program, each employee receives an amount equivalent to 1% of their base salary annually to support the non-profit(s) of their choice. We don’t dictate favored corporate causes or ask employees to donate to specific non-profits. We never support a charitable cause in exchange for commercial advantage or preferential treatment.

Veeva’s core values - do the right thing, customer success, employee success, and speed - guide our decision making and define our culture. Doing the right thing means that we are concerned about more than just financial success and return to shareholders. We recognize a responsibility to customers, employees, environment, and society.As individuals, we pride ourselves on being good people who are honest, fair, and direct. We treat others with respect. As a company, we strive to be a good corporate citizen, a positive force in the business community, active in our communities, and an example to others.

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Our equity program is designed to enable the vast majority of our employees to participate. Our unique approach to awarding equity grants allows our employees to be shareholders so they can benefit financially in the company’s growth.

Veeva has taken a strong stance against the use of non-compete agreements that can limit employee opportunities. We do not require our employees to sign non-compete agreements, and we have taken legal action to fight the unfair use of these agreements by other companies because we believe such agreements limit an employee’s fundamental right to work where they choose. We believe in our people and want them to be successful here at Veeva or wherever their careers take them., “I appreciate that Veeva values autonomy over alignment. As a result, we get to make decisions as a small team and ship products faster.”

-Shilpa Chandermohan