Job Description

Role Description

We are looking for an experienced contractor to lead a Finance data governance initiative spanning Salesforce and NetSuite. This is a CFO-sponsored engagement focused on establishing clean, consistent master data — customers, products, and revenue hierarchies — as the foundation for CPQ implementation and downstream systems work.

You will own the project end-to-end:

• Auditing current state
• Facilitating alignment across Finance, RevOps, and Product leadership on future-state design
• Executing cleanup
• Handing off a governed, documented data foundation

Essential Duties:

• Own and drive end-to-end project execution across all four phases — maintaining a phased project plan, milestone tracking, and steering committee cadence throughout the engagement.
• Conduct a comprehensive audit of product, customer, and revenue data across Salesforce and NetSuite, documenting discrepancies, orphaned records, ghost products, and misaligned hierarchies as structured deliverables.
• Reconcile NetSuite recognized revenue against Salesforce ARR/bookings data, quantifying and categorizing unassigned or misclassified revenue and tracing each gap to its root cause.
• Facilitate cross-functional working sessions with Finance, RevOps, Product, and Sales leadership to align on canonical product hierarchy, customer parent/child structure, and data governance decisions.
• Execute deduplication, record merges, SKU standardization, and revenue re-attribution in Salesforce and NetSuite following agreed future-state design specifications.
• Design and document the future-state data architecture — naming conventions, external ID strategy, bidirectional linking fields, data dictionary, and system-ready specifications for both platforms.
• Build and operationalize the ongoing governance model, including a decision rights matrix, stewardship assignments, data quality dashboard, and change control process.
• Facilitate knowledge transfer to Finance, RevOps, and IT stakeholders and prepare downstream readiness documentation for Adaptive Insights, CPQ, and billing automation initiatives.

Qualifications

• 5+ years in Finance operations, RevOps, or data governance at a B2B SaaS company.
• Demonstrated experience managing cross-system data reconciliation and master data management projects.

Requirements

• Hands-on expertise with NetSuite — customer records, revenue/ARM module, product catalog, GL structure.
• Hands-on expertise with Salesforce — account hierarchy, products, opportunity data, data cleanup.
• Strong project management skills with the ability to drive alignment across Finance, RevOps, Product, and Technology stakeholders.

Preferred Qualifications

• Familiarity with CPQ platforms and their data prerequisites.
• Exposure to FP&A/planning tools such as Adaptive Insights or Anaplan.
• Background in PE-backed or high-growth SaaS environments.
• Active user of AI tools (Claude, ChatGPT, or similar) for analysis, documentation, and workflow acceleration.

Benefits

• Not eligible

Additional Information

• Reports to: CFO
• Supervisory Duties: No
• Travel Required: None
• Duration: This is an initial 6–9-month contract with potential to extend, expand in scope, or convert to a full-time role based on business needs.

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