Duties and Responsibilities

Revenue Forecasting Leadership

• Lead the end‑to‑end revenue model forecasting process—covering FMS and new model contracts—integrating actuals, backlog, and pipeline inputs to produce accurate short‑ and long‑term forecasts.
• Align revenue model forecasts with FP&A assumptions during monthly and quarterly forecast cycles, ensuring consistency and customer‑centric decision support.
• Maintain, monitor, and govern forecast confidence assumptions, including the evaluation of material changes, large deals, and emerging risks.
• Champion innovative and agile forecasting practices aligned to ASC 606 and the evolving needs of the Utilities & Energy technology sector.

Forecast Accuracy & Continuous Improvement

• Drive forecasting accuracy and predictability through enhanced methodologies, automation, and historical trend analysis.
• Establish and track revenue forecasting KPIs, conducting variance analysis that strengthens accountability across teams.
• Manage a recurring process focused on models, contracts, and transactions with elevated forecasting risk.
• Promote a culture of continuous improvement, leveraging data and insights to elevate forecasting quality across the enterprise.

Systems, Controls & Data Integrity

• Oversee the Forecast Management System (FMS), ensuring integration and alignment with ERP and CRM systems such as Oracle and Salesforce.
• Ensure data completeness, integrity, validation, and reconciliation across all systems supporting revenue model forecasting.
• Partner with Technology, Revenue Operations, and process improvement teams to implement scalable forecasting enhancements, automation, and strong governance controls.
• Utilize Conga/Salesforce capabilities to automate allocation estimate processes.

Cross‑Functional Partnership

• Serve as the primary forecasting partner to FP&A, Controllership, Revenue Operations, and Sales Operations, collaborating authentically and transparently.
• Deliver scenario modeling, ad hoc analyses, and strategic insights that support executive leadership decision‑making.
• Prepare clear, concise forecasting narratives for senior leadership and C‑level reviews, highlighting risks, opportunities, and customer‑driven business impacts.
• Cultivate trusted partnerships across the organization through collaborative communication and timely, actionable insights.

People Leadership & Governance

• Build and lead a high‑performing team of revenue model forecasting professionals, setting clear expectations and fostering a culture grounded in accountability, agility, innovation, and continuous improvement.
• Establish enterprise‑wide forecasting governance, documentation standards, and training programs to ensure consistency and knowledge transfer across regions and business units.
• Position this function as essential to the effectiveness and confidence of FP&A revenue model forecasting.

Required Skills & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7–10+ years of progressive experience in revenue recognition, revenue forecasting, FP&A, controllership, or revenue operations.
• Deep knowledge of revenue forecasting methodologies, backlog/pipeline analysis, and ASC 606‑aligned revenue modeling.
• Proven ability to lead complex, cross‑functional forecasting processes—preferably in a global technology or Utilities & Energy environment.
• Strong leadership, communication, and executive‑ready presentation skills with the ability to translate complex data into customer‑centric insights.
• Demonstrated ability to build trusting, authentic, cross‑functional relationships and influence senior stakeholders.

Preferred Skills & Experience

• CPA, CFA, or MBA.
• Experience using forecasting and analytics systems (e.g., FMS, Oracle, Salesforce, Power BI).
• Strong track record of driving automation, process standardization, and measurable forecasting accuracy improvements.
• Experience working in or supporting a technology organization serving Utilities & Energy customers.

Benefits Info