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Financial Analyst

Veeva Systems

onsite,New Jersey - LyndhurstFinanceFull-time
SalaryUSD 60,000–85,000 / year
Before you apply

Role details

The practical picture
Base compensation

USD 60,000–85,000 / year

Employment
Full-time

Inside the role

Qualifications
2+ years of related experience Advanced working knowledge of Microsoft Excel Excellent verbal and written communication skills Detail-oriented with a focus on accuracy
Role signal brief

The role, at a glance

Extracted from the source posting · 95% confidence

This onsite Financial Analyst role at Veeva Systems involves managing customer account financials, including invoicing, forecasting, and revenue recognition. The position requires 2+ years of experience and advanced Excel skills, with a base salary range of $60,000 to $85,000. The analyst acts as a liaison between business teams and finance, ensuring accurate billing and financial reporting for life sciences clients.

Compensation
USD 60,000–85,000 / year

What you need

  • 2+ years of related experience
  • Advanced working knowledge of Microsoft Excel
  • Excellent verbal and written communication skills
  • Detail-oriented with a focus on accuracy

What you will own

  • Manage all financial matters related to assigned customer accounts, including invoicing, forecasting, accruals, and ad hoc reporting
  • Serve as an intermediary between the business team and the FP&A group
  • Maintain proper records relating to billed and unbilled amounts by project and track open work orders and purchase orders
  • Perform monthly reconciliation of out-of-pocket costs and review of all invoices raised for customers
  • Produce monthly and annual revenue projections and handle monthly recognition of events, fixed, variable, and project revenue
Core skills
Microsoft ExcelFinancial ForecastingInvoicing and ReconciliationRevenue RecognitionFinancial AnalysisData Reporting
Internal freshness window ends Oct 21, 2026
View source evidence
  • salary “Base pay: $60,000 - $85,000”
  • location “Job location: onsite,New Jersey - Lyndhurst”
  • must_have “2+ years of related experience”
  • must_have “Advanced working knowledge of Microsoft Excel”
  • must_have “Excellent verbal and written communication skills”
microsoft excelfinancial forecastinginvoicing and reconciliationrevenue recognition
Role brief
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead.   At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company – we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.   Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities.

The Role

Candidate will be responsible for all financial matters related to assigned customer accounts including but not limited to:  customer invoicing, forecasting, accruals, and ad hoc reporting. In addition, candidate will provide internal finance group with monthly and annual revenue projections, perform account reconciliations, and ensure all customer accounts are in good financial standing.

What You'll Do

  • Oversight of all financial matters related to assigned accounts
  • Intermediary between business team and FP&A group
  • Subject Matter Expert on all customer billing, pricing, and financial needs
  • Know all open work orders and purchase orders
  • Maintain proper records relating to billed and unbilled amounts by project
  • Work with business to understand all necessary charges against work orders
  • Keep records related to all billings and revenue recognition related to projects
  • Monthly recognition of events, fixed, variable, and project revenue
  • Invoicing for all fees pertaining to work performed for customers
  • Responsible for all out of pocket (pass through) costs billed to customers
  • Review of all invoices raised for customers
  • Weekly review of UAR to ensure all costs have been billed (for customers with weekly invoicing)
  • Weekly tracking of all out of pocket (pass through) costs applied against prepayments and up to date tracker of current prepaid balance (where applicable)
  • Monthly reconciliation of out of pocket (pass through) costs to customers
  • Monthly review of out of pocket (pass through) billings/UAR and Events Management system values
  • Responsible for all customer facing and internal forecasts
  • Reasonable estimation for event volumes/pass through costs/and revenue by month to allow for proper internal planning
  • Monthly Accruals reporting
  • Ad hoc Reporting

    • Requirements

  • Advanced working knowledge of Microsoft Excel
  • Excellent verbal and written communication skills
  • 2+ years of related experience
  • Detail-oriented with a focus on accuracy
  • Ability to navigate complex situations and prioritize effectively
  • Experience working with large data and complex reports
  • Ability to work independently as well as with a team
  • Good time management and multitasking skills

    • Nice to Have

  • Bachelor’s degree in Business/Accounting/Finance
  • Strong interpersonal skills to collaborate with various job levels
  • Familiarity with QuickBooks

    • Interviewing with Veeva

    We value your time and believe in a transparent hiring process. Here is the process you can expect.
  • Follow the application process and submit your resume.
  • Within 3 days, you will receive a link to a personality assessment administered by a third party.
  • Once you complete the assessment, our team will review your full application package and follow up via email with our decision.
  • If moving to the interview stage, the process is as follows:
    1. A conversation with the hiring manager
    2. A practical case exercise
    3. A final conversation with our group's Senior Leader.
  • Once all interviews are complete, the manager will be in touch with a final decision. 

    • Perks & Benefits

  • Medical, dental, vision, and basic life insurance
  • Flexible PTO and company paid holidays
  • Retirement programs
  • 1% charitable giving program

    • Compensation

  • Base pay: $60,000 - $85,000
  • The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.

    • Additional

    #LI-Associate
    Veeva’s headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world.   Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at talent_accommodations@veeva.com.