Financial Analyst - Veeva Digital Events

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 $2B 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. Weu0027re 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.As a Work Anywhere company, we support your flexibility to work from home or in the office, so you can thrive in your ideal environment.Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities.The RoleCandidate 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 Youu0027ll DoOversight of all financial matters related to assigned accountsIntermediary between business team and FP&A groupSubject Matter Expert on all customer billing, pricing, and financial needsKnow all open work orders and purchase ordersMaintain proper records relating to billed and unbilled amounts by projectWork with business to understand all necessary charges against work ordersKeep records related to all billings and revenue recognition related to projectsMonthly recognition of events, fixed, variable, and project revenueInvoicing for all fees pertaining to work performed for customersResponsible for all out of pocket (pass through) costs billed to customersReview of all invoices raised for customersWeekly 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 customersMonthly review of out of pocket (pass through) billings/UAR and Events Management system valuesResponsible for all customer facing and internal forecastsReasonable estimation for event volumes/pass through costs/and revenue by month to allow for proper internal planningMonthly Accruals reportingAd hoc ReportingRequirementsAdvanced working knowledge of Microsoft ExcelExcellent verbal and written communication skills2-3 years of related experienceDetail-oriented with a focus on accuracyAbility to navigate complex situations and prioritize effectivelyExperience working with large data and complex reportsAbility to work independently as well as with a teamGood time management and multitasking skillsNice to HaveBachelor's degree in Business/Accounting/FinanceStrong interpersonal skills to collaborate with various job levelsFamiliarity with QuickBooksPerks & BenefitsMedical, dental, vision, and basic life insuranceFlexible PTO and company paid holidaysRetirement programs1% charitable giving programCompensationBase pay: $60,000 - $85,000The 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-RemoteVeeva'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 .

Created: 2025-11-10