Revenue Analyst
TLDR
Build Excel-based revenue models and dashboards, reconcile discrepancies, and support month-end and year-end close across the organization.
Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. We are service-focused, innovative thought leaders leveraging proprietary technology to deliver comprehensive, configurable, and customizable servicing solutions. Our subject matter experts proactively partner with clients to maximize portfolio performance at a competitive price.
We are looking for a detail-oriented, self-driven Revenue Analyst to join our finance team. In this role, you will support revenue reporting, reconciliation, and analysis across the organization. The ideal candidate thrives in a fast-paced environment, holds themselves to a high standard of accuracy, and can be trusted to follow established processes without constant oversight.
Key Responsibilities
- Prepare, maintain, and distribute recurring revenue reports and dashboards.
- Perform revenue reconciliation and variance analysis, identifying and resolving discrepancies.
- Build and maintain Excel-based models, trackers, and pivot reports to support financial reviews.
- Support month-end and year-end close activities related to revenue.
- Partner with cross-functional teams (Sales, Operations, etc) to validate revenue data.
- Document and adhere to established procedures for data entry, reporting workflows, and audit readiness.
- Identify process improvement opportunities and surface findings to leadership.
Requirements
Education & Experience
- Bachelor's degree in Finance, Accounting, Business, or a related field — or equivalent professional experience demonstrating the same level of competency
Technical Skills
- Intermediate to advanced proficiency in Microsoft Excel, including pivot tables and formula-based reporting
- Experience with ERP or revenue management systems a plus
- Professional Competencies
- Attention to detail: You catch errors others miss and take ownership of data accuracy before it becomes someone else's problem
- Composure under pressure: You can prioritize and execute during tight deadlines — month-end doesn't rattle you
- Procedural discipline: You read the documentation. You follow the process. When something's unclear, you ask — but you don't skip steps
- Self-motivation: You manage your own workload, follow through without being reminded, and take initiative on open questions
- Communication: You can clearly explain a data discrepancy or summarize a revenue trend to a non-finance audience
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Wellness Resources
Benefits
Health Insurance
Health Care Plan (Medical, Dental & Vision)
Disability insurance
Short-Term & Long-Term Disability
Paid Parental Leave
Family Leave (Maternity, Paternity)
Paid Time Off
Paid Time Off (Vacation, Sick & Public Holidays)
Wellness Stipend
Wellness Resources
Concord Servicing provides comprehensive loan servicing solutions tailored for loan originators and capital providers across various asset classes. By leveraging proprietary technology, we offer flexible and scalable portfolio management while maximizing performance for our clients.