Role: Lead Business Systems Analyst – ERP Record-to-Report
Business Systems Analyst to support and enhance our Revenue Recognition ecosystem across Salesforce, D365, Oracle, and Zuora Rev Pro. This role partners closely with Finance, Quote-to-Cash, Product Ops, and Business Applications teams to deliver scalable, compliant revenue solutions. The position is part of the Receivables & Revenue application portfolio, which owns high-visibility deliverables including ERP modernization, revenue automation, PSA integrations, and IPO readiness initiatives.
The Revenue Recognition BSA partners with Finance, Order-to-Cash, Product Ops, and Business Applications teams to design, refine, and support revenue recognition processes across Salesforce, D365, Oracle, and Zuora Rev Pro. This role requires strong end-to-end understanding of ASC 606/IFRS 15 compliance, multi-system integration flows, and hands-on experience with Rev Pro configuration, data mapping, and revenue automation. This position also collaborates closely with upstream CRM and Salesforce CPQ teams; and financial systems stakeholders to ensure accurate performance obligation creation, invoicing data flow, and revenue release logic.
Key Responsibilities
1. Requirements Elicitation & User Story Development
· Capture and refine user stories related to revenue accounting flows, including contract creation, project modifications, terminations, and revenue release events.
· Analyze existing integrations and document build-ready enhancements (Salesforce-to-Rev Pro, D365 ERP-to-Rev Pro, Oracle ERP-to-Rev Pro).
2. Rev Pro Solution Design & Configuration
· Recommend and design Rev Pro configurations aligned with revenue policies, PSA product offerings, and multi-element arrangements.
· Support design of revenue recognition methodologies and performance obligations, including percentage-completion models.
· Collaborate with technical teams on ETL design, mapping, i Paa S logic, and transformation rules required for Rev Pro ingestion.
3. Data Integration & System Flows
· Partner with owners of Salesforce CPQ, D365, Oracle, and Informatica/i Hub to ensure contract, invoice, and GL data is synchronized accurately into Rev Pro.
· Troubleshoot data issues such as missing invoices, repulled SO lines, and template transformation errors across revenue systems.
4. Cross-Functional Collaboration
· Work closely with Receivables & Revenue, Order-to-Cash, Product Ops, and Finance leadership to deliver roadmap items and strategic application solutions.
· Partner with QA to define test plans, support testing cycles, validate revenue schedules, and ensure completeness of end-to-end revenue flows.
5. Process Improvement & Thought Leadership
· Contribute to future-state revenue automation strategies, including forecasting integrations, data migration readiness, and ERP modernization initiatives.
· Advocate for standardization and visibility in revenue processes and exceptions, especially during SKU creation and contract setup.
Required Skills & Experience
· Strong domain knowledge of Zuora Rev Pro including revenue arrangement creation, event processing, templates, SSP rules, waterfall logic, and GL journal generation.
· Experience in ASC 606/IFRS 15 revenue recognition models.
· Hands-on experience with:
o Salesforce Order/Contract structures
o D365 ERP or Oracle finance modules (AR, GL)
o ETL/integration mapping and validation
· Proven ability to document functional design specifications, data flows, and integration requirements.
· Strong analytical and problem-solving skills in complex system landscapes.
· Excellent communication and collaboration with both technical and business stakeholders.
Preferred Qualifications
· Experience with PSA (Certinia), Salesforce integrations, or Oracle data flows into Rev Pro.
· Familiarity with ETL tooling (Informatica), GL consolidation, and revenue forecasting integrations
· Knowledge of upstream product/SKU setup and its impact on revenue flows.
Thanks,
