Senior Growth Specialist at HubSpot

Maurice Kelter  • Peerlist

An end to end Finance Transformation for a large firm, including:
•	Introducing a formal month-end close within finance
•	Running a series of optimisation projects across a range of areas
•	Optimisation of their existing accounting system functionality 
•	Introducing a formal Purchase Order system across the Business
•	Introducing a detailed Business Intelligence reporting system
•	Reviewing and optimising treasury and cash management
•	Developing a target operating model for Finance

Finance Transformation

•	Revenue calculations 
•	Updating financial systems with contractual arrangements with clients, staff deployment on projects
•	(staff plans) and deliverables achieved
•	Preparation of the monthly revenue report comparing actual revenue versus forecast with supporting explanations and calculations for variances
•	Performing reconciliations of contracts and revenues recognised
•	Liaising with the billing team regarding unbilled revenue balances
•	Assisting with monthly reports (forecast, backlog, utilisation)
•	Ensure revenue is recognised within the guidelines of revenue standards. Specificity, ensuring the correct recognition under ASC 606
•	Ad hoc support as required