Will Jaureguito
Sr Manager, Technical Accounting & Revenue Recognition @InvestCloud, Inc.
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WORK HISTORY
Sr Manager, Technical Accounting & Revenue Recognition @InvestCloud, Inc.
Subject matter expert for successful implementation of native SuiteApp for complex billing and revenue recognition within NetSuite. • Oversee global revenue, capitalized software and deferred conversion cost accounting, including the accounting of costs to obtain and fulfill a contract. • Lead monthly revenue flash reports with senior accounting and finance management to monitor results and short-term forecasts, which includes quarterly flux analysis, customer-level assessments, internal org classification evaluation, technical accounting considerations and more. • Manage and consolidate global SEC revenue disclosures for financial statement and lender reporting. • Work with finance leaders to produce key financial reporting, including revenue forecasts, calculations of ARR, gross profit margin, and other ad hoc requests. • Collaborate with executive leaders in account management, legal, sales, delivery and operations to streamline processes, reduce exposure to risk and drive revenue growth. • Learned and adopted PowerBI to allow for more efficient and in depth financial reporting and analysis, eventually training other team members on the functionality of the analytics tool. • Spearheaded project to track and bill variable components of complex revenue arrangements, ultimately uncovering $40M+ in revenue leakage. • Partner with development and program management leaders to streamline time reporting, facilitating accurate capitalization of costs and ability to manage project profitability.
EDUCATION
University of San Diego
Bachelor of Business Administration (BBA), Accounting and Finance
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