Senior Revenue Forecasting & Operations Business Partner

This is a fully remote position, open to applicants in Argentina.

📋 Description

• Take ownership of Caylent’s monthly and quarterly revenue forecasts for all entities and subsidiaries, ensuring a continuous 12-month forecast for annual budgeting and reforecasting cycles.

• Create forecasts from the ground up based on signed SOWs, change orders, staffing plans, and billing schedules, while reconciling them with Salesforce pipeline and bookings from a top-down perspective.

• Project revenue by category, including time and materials, fixed fee, managed services, and AWS-funded projects.

• Analyze backlog burn, utilization, and the impact of bench on revenue, highlighting engagements that may be at risk for under-delivery or overruns.

• Provide monthly reports on forecast versus actuals, detailing variances by engagement, practice, and entity.

• Collaborate with leaders in Sales, Delivery, and Resource Management on forecasts, pipelines, staffing assessments, deal structuring, SOW development, pricing strategies, fee models, and AWS funding.

• Challenge assumptions using data, influence decision-making, and translate trade-offs related to margin, cash, and risk into actionable recommendations.

• Manage revenue data across Salesforce, PSA or time tracking systems, and ERP; establish fields and controls to ensure system synchronization.

• Develop and maintain traceable forecasting models and dashboards.

• Streamline recurring reporting through automation using Google Sheets, Apps Script, SQL, BI tools, or AI technologies.

• Document processes and controls related to revenue operations to support audits and month-end closures.

• Integrate newly acquired entities into forecasting, reporting, and systems as Caylent expands.

• Report directly to the Director of Finance and collaborate closely with the CFO and executive team.

⛳️ Requirements

• A minimum of 5 years in FP&A, revenue operations, or revenue accounting, including at least 2 years in professional services or consulting.

• Demonstrated success as a finance business partner to senior commercial and operational leaders.

• Practical experience in forecasting project-based revenue, including time and materials, fixed fee, and milestone engagements.

• Familiarity with Salesforce and at least one PSA or time tracking system.

• Advanced skills in Google Sheets or Excel modeling; capable of constructing models that can withstand audit scrutiny.

• Strong written and verbal communication skills; able to present executive-level information clearly to senior stakeholders and explain variances succinctly.

• Must have current legal authorization to work in the country where this role is based; Caylent is unable to sponsor visa or work permit applications.

• Preferred: Experience in an AWS or cloud consulting environment, particularly related to AWS funding initiatives.

• Preferred: Background in M&A, including the integration of acquired entities into forecasting, reporting, and systems.

• Preferred: Working knowledge of ASC 606 pertaining to services revenue, encompassing percentage-of-completion and deferred and unbilled revenue.

• Preferred: Proficiency in SQL, Apps Script, or Python for automation of reporting.

• Preferred: Experience with multi-entity and multi-currency reporting.

🏝️ Benefits

• Compensation in USD.

• Fully remote work environment.

• Generous holiday allowance and flexible PTO.

• Competitive phantom equity options.

• Coverage for exams and certifications.

• Peer bonus recognition program.

• Access to state-of-the-art laptops and tools.

• Equipment and office stipend provided.

• Individualized professional development plans.

• Annual budget for Learning and Development initiatives.

• Opportunity to work with a remarkable global team within an incredible corporate culture.