Revenue Accounting Manager at InvestorFlow (San Francisco, CA)Revenue Accounting Manager

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

We are seeking a Revenue Accounting Manager to play a key role in how we recognize, report, and manage revenue across our growing SaaS business. The focus of this role is revenue accounting and revenue operations. Key areas of ownership include ensuring revenue is recognized and reported accurately, customers are billed timely, and our books and management reporting clearly reflect our business. You’ll own revenue close, billing, ARR reporting, and the systems that support revenue reporting. As a growing SaaS business, this role also touches adjacent areas such as sales tax, commissions, contract fulfillment costs, and revenue analytics, giving the right person broad visibility across the revenue cycle. This is a high-impact, highly collaborative role, ideal for someone who enjoys combining accounting rigor with operational problem-solving, systems, and data analysis.

You Will:

• Review customer contracts to understand pricing, billing terms, performance obligations, renewal provisions and other revenue-related considerations.
• Apply revenue recognition under ASC 606 and document conclusions clearly.
• Maintain revenue schedules and deferrals in NetSuite, ensuring contract information is accurately reflected across Salesforce and NetSuite.
• Support accurate and timely monthly close activities related to revenue.
• Own the company’s ARR database across new bookings, renewals, expansions, contractions, and churn.
• Prepare recurring ARR rollforwards, bookings analysis, churn analysis, retention metrics and other key SaaS operating metrics to support leadership reporting.
• Oversee day-to-day billing, sales tax, and collections-related operations.
• Review and quality control invoices, ensuring they align with contract terms.
• Issue client invoices as needed for complex deals or during peak periods.
• Partner with Sales and Client Services to resolve billing and revenue-related issues.
• Calculate quarterly sales commissions.
• Maintain deferred commission and service cost schedules to ensure contract acquisition and fulfillment costs are accounted for in compliance with ASC 340-40.

You Have:

• 5-8 years of experience in revenue accounting and/or financial operations.
• Strong understanding of SaaS revenue models and ASC 606.
• Previous experience working with NetSuite ARM required.
• Strong Excel skills and comfort working with data.
• A thoughtful, detail-oriented approach and collaborative working style.
• Comfort with the fast pace of a growing SaaS and services business.