Revenue Analyst

Revenue Analyst

The Revenue Analyst supports tracking, forecasting, and budgeting of revenue across the organization. This is an entry-level role built for a recent graduate or early-career professional looking to grow in FP&A, with hands-on exposure to ERP systems and direct partnership with the Sales team.

Reporting to the Director of FP&A, the Revenue Analyst ensures revenue data is accurate and timely, helps build the revenue forecast and annual budget, and supports pricing and deal modeling for Sales. The role works closely with Finance, Sales, Client Management, and Operations, and offers structured training and mentorship to build a foundation for long-term growth in finance

What Sets Helios Apart

• Health benefits start DAY ONE, including an employee-only ZERO-cost option

• 401(k) with company match

• Generous PTO policy in addition to paid holidays

• Career growth opportunities and a promote-from-within culture

• Continuing education and professional development through Helios University

What Helios Needs From You

Essential Duties and Responsibilities

Includes the following; other duties may be assigned.

Revenue Tracking & Reporting:

• Track and report revenue by customer, region, branch, and service line (service agreements, time-and-materials, projects/installations)

• Support the monthly close process for revenue, including billing reconciliations, deferred and unbilled revenue review, and revenue-related journal entries

• Prepare and distribute recurring revenue reports, including bookings, billings, backlog, and recurring contract revenue

• Perform revenue variance analysis (actual vs. budget, forecast, and prior period) and explain key drivers

• Monitor service agreement renewals, cancellations, and price escalations to measure revenue retention

• Build and maintain revenue dashboards and KPIs for leadership

Forecasting & Budget:

• Assist in building and updating the monthly and quarterly revenue forecast in Workday using pipeline, backlog, contract, and historical trend data

• Support the annual budget process in Workday by preparing revenue inputs, gathering assumptions from Sales and Operations, and loading budget data

• Maintain forecast and budget models in Workday and Excel, keeping assumptions documented and version-controlled

• Compare forecast accuracy against actual results and help refine forecasting methods over time

• Support scenario and sensitivity analysis (e.g., pricing changes, customer wins/losses, seasonality)

• Help prepare budget-to-actual packages and revenue commentary for monthly leadership reviews

ERP & Systems Support:

• Support the FP&A and Systems team with revenue-related data in SamPro (ERP) and Workday (budget and forecast), including billing, job, contract, and customer records

• Help audit and clean up revenue master data such as customer records, service agreement setup, billing types, and job statuses

• Identify and escalate billing or revenue data issues and assist in resolving them with Systems and Accounting

• Participate in testing of system enhancements and configuration changes related to billing and revenue

• Use SQL and BI tools (Domo or similar) to pull, validate, and visualize revenue data for reporting and analysis

• Help develop and maintain documentation, SOPs, and training materials for revenue processes

Sales Partnership & Modeling:

• Partner with the Sales team to build pricing, proposal, and deal models for service agreements and projects

• Analyze deal profitability and margin to help Sales make informed pricing decisions

• Track sales pipeline, bookings, and win rates, and tie sales activity to the revenue forecast

• Support sales performance reporting, including quota attainment and commission calculations where applicable

• Translate sales and operational data into clear insights and recommendations

• Participate in cross-functional meetings with Sales, Client Management, and Operations to align on revenue drivers

Qualifications and Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

• Bachelor’s degree in finance, Accounting, Economics, Business Analytics, or related field (recent graduates encouraged to apply)

• 0–2 years of experience in finance, accounting, or data analysis; internship experience in FP&A, accounting, or a related area preferred

• Solid understanding of basic accounting and financial concepts, including revenue recognition, accruals, and the three financial statements

• Intermediate to advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, and building simple models

• Hands-on experience with a BI tool such as Domo or Power BI (coursework or internship experience counts); exposure to SamPro or Workday is a plus

• Basic SQL skills for pulling and validating data (SELECT, joins, filters, aggregations)

• Strong analytical and problem-solving skills with high attention to detail

• Clear written and verbal communication skills, including comfort presenting numbers to non-finance partners

• Eagerness to learn, take feedback, and grow within a fast-paced environment

• Ability to manage multiple deadlines and priorities

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Analytical – Interprets revenue and sales data to identify trends and drivers

• Problem Solving – Identifies data discrepancies and works toward accurate solutions

• Learning Agility – Quickly picks up new systems, processes, and business concepts

• Technical Skills – Builds proficiency in Excel, SQL, BI tools, SamPro, and Workday

• Customer Service – Supports Sales and internal stakeholders with timely, reliable analysis

• Interpersonal Skills – Builds working relationships across Finance, Sales, and Operations

• Oral Communication – Explains financial results clearly to non-finance audiences

• Written Communication – Prepares clear reports, commentary, and documentation

• Teamwork – Contributes to team goals and supports the close and budget cycles

• Business Acumen – Develops an understanding of how pricing, contracts, and operations drive revenue

• Attention to Detail – Delivers accurate, well-checked work

• Ethics – Demonstrates integrity and accountability in handling financial data

• Organizational Support – Adheres to policies and supports company objectives

Compensation

Helios determines compensation based on labor market conditions across several U.S. geographic markets. The base salary for this position ranges from $65,000 to $75,000 annually. Compensation is determined by factors including geographic location, job-related knowledge, skills, and experience.

Equal Employment Opportunity

Helios is an equal opportunity employer. The company provides equal employment opportunities to qualified individuals without regard to race, color, creed, religion, sex, national origin, age, disability, medical condition, genetic characteristics, veteran status, citizenship, ancestry, marital status, gender, or any other characteristic protected by applicable federal, state, or local law. This policy applies to all terms, conditions, and privileges of employment.

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