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Help build a smarter finance function through data-driven forecasting, process optimisation, and AI adoption.
Job Responsibility
Revenue Reconciliation Across Systems: Reconcile revenue data across Zoho (booked revenue), accepted quotes (awaiting PO), and Asana (project management system) to ensure completeness and accuracy
Project Revenue Tracking & Integrity: Maintain accurate tracking of all projects from initial booking through to delivery and completion. Ensure all project movements (delays, cancellations, scope changes, repurposing) are correctly reflected across systems
Repurposed Projects Accounting: Ensure all repurposed or reallocated projects are appropriately accounted for and revenue is recognised correctly in line with updated delivery timelines and scope
Revenue Recognition: Calculate and post revenue recognition based on project milestones and delivery stages. Ensure revenue is recognised in the correct entity and accounting period in line with company policy
Multi-Entity Revenue Management: Allocate and recognise revenue accurately across multiple legal entities, ensuring compliance and consistency
Accrued & Deferred Income: Own the calculation and reporting of accrued and deferred income per entity. Prepare detailed project-level listings to support all balance sheet positions, ensuring full transparency and audit readiness
Business Partnering: Work closely with Client Services to track project progress, understand changes, and ensure accurate financial treatment. Act as the key finance contact for all project-related revenue queries
Revenue Reconciliation: Reconcile Xero (financial system) with Zoho (CRM) to ensure all booked revenue in Zoho has been fully and accurately invoiced, with no omissions
Forecasting & Revenue Modelling: Lead revenue forecasting, incorporating pipeline, historical trends, and commercial inputs. Build detailed revenue models to support pricing, scenario analysis, and strategic decisions
Invoicing & Billing Oversight: Lead the invoicing process, ensuring accuracy, timeliness, and strong controls. Partner with operations and sales to resolve discrepancies and improve billing efficiency
Forecasting & Budgeting: Lead forecasting and budgeting processes, providing clear insight into performance, risks, and opportunities. Liaise with Directors to build budgets and drive accountability
Process Improvement, Automation & AI: Strengthen revenue controls and audit trails while driving process improvements through automation and AI to enhance accuracy, efficiency, and scalability.
Requirements
Strong experience in revenue accounting, including milestone-based recognition and management of accrued and deferred income
Proven ability to reconcile data across CRM, finance, and project systems, ensuring accuracy and a single source of truth
Strong Excel capability, experience with complex reconciliations, and ability to manage high volumes of project-level data
Ability to partner with non-finance teams (e.g. Client Services) and work across multiple legal entities with consistency and control.