Volie

Financial Planning and Analysis

• Own the administrative contract process from approved sales terms through execution, billing setup, and implementation handoff
• Prepare customer agreements, order forms, and amendments using approved templates and commercial terms
• Manage electronic signatures, outstanding agreements, and the repository of executed contracts
• Ensure executed agreements align with CRM records, pricing, products, billing terms, commissions, and implementation
• Maintain accurate customer product, contract, pricing, billing cadence, renewal, amendment, and cancellation records
• Own customer invoicing, billing accuracy, cash application, deposits, AR aging, collections follow-up, and billing dispute resolution
• Reconcile contracted products and pricing to invoices and resolve discrepancies with Revenue Operations and Customer Success
• Own monthly sales commission calculation and reconciliation with Sales leadership and Revenue Operations
• Calculate and document commissions, adjustments, clawbacks, bonuses, and other approved variable compensation
• Maintain auditable commission records and provide monthly commission reporting
• Manage accounts payable, vendor setup, invoice coding, documentation, payment timing, and vendor inquiries
• Prepare payment runs and supporting documentation while maintaining financial controls
• Monitor cash requirements and communicate material payments, variances, and risks to leadership
• Lead the monthly close process with outsourced accounting partners
• Review the general ledger and financial statements for completeness and accuracy
• Strengthen accounting policies, approval workflows, documentation, and internal controls
• Develop annual budgets and financial forecasts
• Produce budget-to-actual reporting and identify variances, trends, and risks
• Support headcount planning, expense forecasting, scenario modeling, and financial analysis
• Develop product-level and departmental financial reporting
• Build and maintain reporting for MRR, ARR, recurring revenue, expansion, contraction, churn, GRR, NRR, product revenue, gross margin, customer count, and other KPIs
• Reconcile SaaS metrics to contracts, billing records, CRM data, and the general ledger
• Develop monthly financial and KPI reporting packages for leadership, executive, and board reporting
• Coordinate with tax advisers on sales-tax nexus, product taxability, registration, collection, filing, and remittance
• Support audit and compliance controls and documentation
• Improve contract-to-cash and procure-to-pay processes
• Reduce duplicate entry and spreadsheet dependence across financial systems
• Document financial processes for scaling and delegation

Director of Finance, Accounting