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- Employment
- Full-time
- Seniority
- Senior
About the role
Key Responsibilities
- Partner directly with Shield portfolio companies (ShieldCos) to understand their revenue streams, systems, and reporting processes
- Dig into ShieldCo-level data to validate accuracy, resolve inconsistencies, and ensure clean inputs into financial systems
- Build and standardize revenue operations processes across a diverse set of partner environments
- Act as the bridge between ShieldCo operations and internal finance, ensuring revenue data flows correctly into systems like NetSuite
- Identify gaps in current processes and implement improvements to increase data integrity and reporting consistency
- Support revenue-related integrations as new partners are onboarded
- Liaise between Finance, FP&A, and Systems teams to align on reporting and forecasting needs
- Develop scalable frameworks that can be applied across multiple partner companies with varying levels of maturity
- Conceptualize, build, and operationalize key operational finance metrics (e.g., revenue retention, performance), and own their ongoing accuracy, consistency, and maintenance across partner companies
- Work hands-on across multiple systems to reconcile and validate revenue data, tracing data flows end-to-end, resolving discrepancies, and ensuring clean, reliable financial reporting
- Partner with Finance and FP&A to support strategic finance initiatives, including revenue modeling, forecasting improvements, and performance analysis across the portfolio
- Perform hands-on data cleansing, validation, and reconciliation activities when necessary, helping establish scalable processes and governance as the organization grows.
- Operate at the intersection of revenue operations, business systems, data integrity, and strategic finance
Skills, Knowledge & Expertise
- Experience in Revenue Operations, Finance Operations, or a related function in a multi-entity or high-growth environment
- Strong systems knowledge (experience with NetSuite is highly preferred)
- Comfort working across different systems and datasets with the ability to quickly understand how data flows from source to reporting
- Highly detail-oriented with a focus on data accuracy and integrity
- Strong communicator who can work directly with partner company stakeholders and translate operational realities into structured data
- Hands-on, problem-solving mindset and comfortability rolling up your sleeves to figure things out
- Experience working in environments with multiple business units, acquisitions, or integrations is a plus
- Revenue data across partner companies is accurate, standardized, and flowing cleanly into NetSuite
- Clear visibility into how revenue is generated and reported across the portfolio
- Improved consistency in revenue reporting, enabling better forecasting and decision-making
- Strong, trusted relationships with partner company leaders
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