Website:
getdiscovr.ai
Job details:
Revenue & Finance Operations Analyst
Company
Discovr AI is an AI-native creator advertising company helping brands run creator-led campaigns with better execution, measurement, and business impact.
Role
We are hiring a Revenue & Finance Operations Analyst to help maintain clear visibility across sales, revenue, collections, margins, and cash flow.
This is a business operations role that works closely with Sales, Account Management, Finance, and the Founder’s Office.
Key Responsibilities
Revenue & Sales Tracking
* Maintain the master sales and revenue tracker.
* Track new creator spends booked by salesperson, region, account, and campaign.
* Track revenue attribution across teams, regions, and individuals.
* Track deal stages such as meeting, proposal, negotiation, closed, live, and lost.
* Maintain weekly pipeline dashboards and revenue forecasts.
* Track qualified meetings, proposals sent, closures, and active pipeline.
* Ensure CRM and tracker hygiene through regular follow-ups with the sales team.
Finance Operations & Collections
* Track invoices raised, collections received, pending payments, and overdue receivables.
* Maintain client-wise receivables and payment status.
* Coordinate with Finance and Account Management on payment follow-ups.
* Track creator/vendor payouts due against campaigns.
* Track expected inflows and outflows.
* Prepare cash visibility reports for the leadership team.
* Maintain short-term cash-flow forecasts.
* Track monthly revenue, gross margin, collections, and profitability visibility.
Reporting & Dashboards
* Prepare weekly dashboards covering revenue, collections, pipeline, cash visibility, and team performance.
* Create simple dashboards in Google Sheets / Excel.
* Flag stuck deals, delayed payments, low-margin campaigns, and data gaps.
* Support monthly performance reviews for Sales and Account Management teams.
Process & Coordination
* Work with Sales, Account Management, Finance, and Founders to ensure all teams are working from the same numbers.
* Maintain rules for revenue attribution, account handoff, and repeat revenue tracking.
* Ensure sales and finance data is updated accurately and on time.
* Help improve internal processes around revenue tracking, collections, and forecasting.
Ideal Candidate
* Prior experience in MIS, Revenue Operations, Sales Operations, Business Finance, Finance Operations, or Business Operations.
* Experience in a startup, agency, media, SaaS, or B2B services environment is preferred.
* Strong command over Google Sheets / Excel.
* Comfortable with pivots, lookups, formulas, dashboards, and structured trackers.
* Understands basic business finance: revenue, invoicing, collections, receivables, payables, margins, and cash flow.
* Detail-oriented and disciplined with follow-ups.
* Comfortable coordinating across sales, account management, and finance teams.
* Able to work directly with founders and leadership.
* Strong ownership mindset and ability to operate in a fast-paced environment.
Must-Have Skills
* Advanced Google Sheets / Excel
* Revenue and sales tracking
* MIS reporting
* Collections and receivables tracking
* Dashboard creation
* Strong attention to detail
* Follow-up discipline
* Basic finance understanding
Good-to-Have Skills
* Experience with CRM tools
* Experience with accounting tools
* Experience in digital marketing, influencer marketing, media, or agency businesses
* Basic dashboarding / BI tool knowledge
* Understanding of campaign spends, margins, and vendor payouts
Reporting
The role will report to the Founder’s Office / Founders and work closely with Sales, Account Management, and Finance.
Click on Apply to know more.