Financial Analyst - Veeva Digital Events

Team: Finance & Accounting

City: Lyndhurst

State: NJ

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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. 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.

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 Role

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
Requirements
  • Advanced working knowledge of Microsoft Excel
  • Excellent verbal and written communication skills
  • 2-3 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
Perks & Benefits
  • Medical, dental, vision, and basic life insurance
  • Flexible PTO and company paid holidays
  • Retirement programs
  • 1% charitable giving program
Compensation
  • 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-Remote

Veeva’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 talent_accommodations@veeva.com.

Work Where It’s Best for You

Work Anywhere means you can work in an office or at home on any given day. It’s about getting the work done in the way and place that works best for each person. This applies across all locations and departments.

Work Anywhere does not mean work at any time. We have predictable core hours where employees are generally available for meetings and collaboration. Employees are focused and available during core hours.

We invest in our offices to make them places where our employees like to go. If you work in the office three or more days a week, you will have a dedicated office workspace. Our offices function as hubs to draw people in, create social bonds, and where random connections and mixing of ideas happen. We’re investing more in offices, culture, and offsite meetings, not less.

Product teams are organized in regional product hubs for optimal collaboration and live within a time zone of their hub. Our current product hubs are located in Pleasanton, Columbus, Boston, Kansas City, New York City, Raleigh, and Toronto. We create opportunities for teams to get together in person regularly.

Customer-facing roles, such as Sales and Professional Services, live near and/or travel to their customers.

When an employee moves within a country it does not cause a change in salary. Where you live impacts you and your family. Not knowing if your compensation will change if you move can cause stress and uncertainty for everyone. We wanted to eliminate that.

Work at Veeva. Work where it’s best for you.

A different kind of company. A Public Benefit Corporation.

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.

What sets us apart

In February 2021, Veeva became the first public company to convert to a Public Benefit Corporation (PBC).

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.

Learn More

Glass office doors with the Veeva logo across them looking into a clean, bright modern office.

Work Anywhere means you can work in an office or at home on any given day. It’s about getting the work done in the way and place that works best for you.

We invest in our offices to make them places where our employees like to go. If you work in the office three or more days a week, you will have a dedicated office workspace.

Product teams are organized in regional product excellence hubs for optimal collaboration and live within a time zone of their hub. Our current product hubs are located in Pleasanton, Columbus, Boston, Kansas City, New York City, Raleigh, and Toronto. We create opportunities for teams to get together in person regularly.

Customer-facing roles, such as Sales and Professional Services, live near and/or travel to their customers.

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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.

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