Revenue Planning & Intelligence

About the role

defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing, and managed servicing solutions. Our customers include the highest-volume captive auto lenders, banks, credit unions, and finance companies in North America. We have more than three decades of experience helping lenders reduce time-to-market, streamline operations, and customize lending processes with proven, scalable performance.

Responsibilities

• Own and evolve the team's revenue forecasting model, incorporating business and market trends to extend visibility beyond current signed engagements.
• Serve as the primary business liaison between Delivery and Finance for the professional services revenue portfolio, ensuring both functions work from a consistent, trusted set of data.
• Monitor in-month revenue pacing across active engagements to flag items that may need attention before period close.
• Support the team's monthly revenue reconciliation process, synthesizing timesheet, contract, and billing data into a reliable estimate of monthly performance.
• Advance profitability planning from a supporting function into a core discipline — helping ensure client engagements are consistently delivered in a profitable, efficient, and reliable manner through rigorous margin analysis and reporting.
• Act as the functional owner of how project and billing data is configured and maintained in ServiceNow, ensuring billing rules, data fields, and revenue calculations stay accurate and audit-ready.
• Track how effectively services work attach to broader product relationships, and benchmark the practice's performance against external industry standards to maintain competitiveness.
• Build relationships with client and delivery stakeholders to inform planning and forecasting.
• Partner with Sales and other cross-functional teams to translate data into decisions that leadership can act on.

Qualifications

• Bachelor's degree in Business, Analytics, Finance, Accounting, Economics, or a related field, or equivalent experience.
• 5–8 years of experience in business/data analytics, revenue operations, or planning & analysis, ideally within a technology or services-oriented business.
• Advanced Excel skills (e.g., pivot tables, complex formulas) and experience with BI/reporting tools such as Power BI.
• Working knowledge of revenue and margin concepts sufficient to support profitability analysis.
• Experience building or maintaining revenue forecasts in a subscription, project, or services-based business.
• Hands-on experience with ServiceNow or a similar PPM/ITSM platform, including how project, task, and billing data flows through the system.
• Demonstrated experience with project/portfolio management practices and the technology delivery lifecycle (waterfall and/or agile).
• Demonstrated understanding of revenue accounting treatment and software capitalization concepts as applied in a technology or services business.