Similar Jobs at DFIN
Artificial Intelligence • Fintech • Information Technology • Software • Data Privacy
Lead and develop high-performing SaaS sales team, design sales strategies, monitor performance, and collaborate cross-functionally to drive revenue growth.
Top Skills:
Crm PlatformsSaaSSales Enablement Tools
Artificial Intelligence • Fintech • Information Technology • Software • Data Privacy
The Senior Accountant will handle corporate accounting tasks, consolidation of financial results, and SEC reporting activities, ensuring compliance with US GAAP.
Top Skills:
BlacklineBpcExcelMS OfficeSAPXbrl
Artificial Intelligence • Fintech • Information Technology • Software • Data Privacy
The Accounting Analyst will manage month-end close processes, revenue reconciliation, financial reporting, and ensure internal control compliance. They will also conduct variance analyses and support audit requests.
Top Skills:
ExcelGaapSAP
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES® for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Analyze SaaS Product usage and related services across DFIN clients and prepare revenue calculations for client billing. Apply knowledge of DFIN Content Management applications and Microsoft Office applications and use internal DFIN tools to produce data for accurate invoices, back-up reports, and revenue reporting.
Will coordinate with Revenue Analysis and Management team members and multiple DFIN departments to compile records of SaaS Product usage and Professional Services. Accurately define, record, and calculate amount(s) of each service and/or goods, and prepare supporting documentation of activity to be sent to Billing.
Responsibilities:
Qualifications:
• Bachelor degree in discipline related to functional work or role or demonstrated ability to meet the job requirements through 1 or more years of applicable work experience• Must work well within a team environment from remote location• Flexibility in schedule when overtime, including weekends and holidays, may be required for peak billing cycles i.e. end of calendar quarters• Minimum 1 years of experience in Microsoft Excel with preference to knowledge and application of complex Excel formulas, and macros • High-level functional computer knowledge in utilizing Microsoft Windows Office applications, and Adobe• Excellent verbal and written communication skills, and ability to communicate effectively with diverse groups of internal contacts• Demonstrated excellent problem-solving skills • Demonstrated strong organizational skills to manage multiple requirements, prioritize workload, and make adjustments to meet business needs• Ability to apply existing processes and procedures to solve problems, and receive guidance for problems that are non-routine• Ability to consistently deliver prescribed outcomes in a timely and accurate manner with appropriate guidance from management and peers• Ability to quickly learn specialized DFIN software related to the position
Preferred Qualifications:
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES® for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Analyze SaaS Product usage and related services across DFIN clients and prepare revenue calculations for client billing. Apply knowledge of DFIN Content Management applications and Microsoft Office applications and use internal DFIN tools to produce data for accurate invoices, back-up reports, and revenue reporting.
Will coordinate with Revenue Analysis and Management team members and multiple DFIN departments to compile records of SaaS Product usage and Professional Services. Accurately define, record, and calculate amount(s) of each service and/or goods, and prepare supporting documentation of activity to be sent to Billing.
Responsibilities:
- Prepare timely, accurate, and detailed charge calculations for SaaS Product Services and other related Professional services
- Assemble itemized calculations and supporting documentation used for billing and bookkeeping purposes
- Coordinate the distribution of supporting data to Professional Services, Sales and/or Key Account Managers and Customer Success Managers for validation
- Use established standards for the creation of deals, and look for improvements to ensure billing details are uniform, itemized and easily interpreted by Billing staff
- Evaluate, adjust, or confirm instances where charges are questioned by customer and coordinate appropriate remedy with internal DFIN staff
- Track implementation progress and submit deals in accordance with contract milestones
- Record client SaaS application usage for management reporting to identify trends
- Be able to identify billing and pricing inconsistencies and bring them to the attention of Management
- Coordinate with Product Implementation and Support Teams to obtain information related to customer accounts and activities
- Participate in regular development and training opportunities
- Perform other related duties, and participates in special projects, as assigned
Qualifications:
• Bachelor degree in discipline related to functional work or role or demonstrated ability to meet the job requirements through 1 or more years of applicable work experience• Must work well within a team environment from remote location• Flexibility in schedule when overtime, including weekends and holidays, may be required for peak billing cycles i.e. end of calendar quarters• Minimum 1 years of experience in Microsoft Excel with preference to knowledge and application of complex Excel formulas, and macros • High-level functional computer knowledge in utilizing Microsoft Windows Office applications, and Adobe• Excellent verbal and written communication skills, and ability to communicate effectively with diverse groups of internal contacts• Demonstrated excellent problem-solving skills • Demonstrated strong organizational skills to manage multiple requirements, prioritize workload, and make adjustments to meet business needs• Ability to apply existing processes and procedures to solve problems, and receive guidance for problems that are non-routine• Ability to consistently deliver prescribed outcomes in a timely and accurate manner with appropriate guidance from management and peers• Ability to quickly learn specialized DFIN software related to the position
Preferred Qualifications:
- Minimum 1 years of experience in the Financial or Investment Management Industry with preference for experience in the regulatory environment across the US, Canada and Europe
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
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- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
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- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories