Revenue Transformation Lead

Job title: Revenue Transformation Lead

Finance

• Thousand Oaks, United States

If you’re passionate about making a difference, value flexibility and autonomy, and are looking for a supportive and inclusive environment, consider making Sage your next career move.

The Revenue Transformation Lead is responsible for evaluating, redesigning, and modernizing Sage’s revenue accounting, reporting, and finance systems landscape. This individual will bring a fresh perspective to existing processes, systems, controls, and product configurations, finding opportunities to improve scalability, automation, compliance, and operational efficiency.

The role serves as the bridge between Finance, Revenue Operations, Tax, Technology, Product, and Sales, leading initiatives that transform how revenue is captured, processed, reported, and analyzed across the organization. This position will play a critical leadership role in ERP and finance transformation initiatives, ensuring that future-state revenue and reporting processes are aligned with business objectives, accounting standards, and long-term growth strategies.

Your New Role:

• Serve as the subject matter expert in U.S. GAAP ASC 606, interpreting and applying new accounting standards and supporting the development, communication, and enforcement of global US GAAP accounting policies.
• Lead and document revenue recognition assessments for new and existing products under ASC 606, including the identification of performance obligations, evaluation of transaction price, and determination of revenue timing.
• Gain a deep understanding of existing revenue and financial reporting business processes and play a lead role in designing and implementing future‑state processes, controls, and reporting frameworks as part of ERP transformation initiatives.
• Partner with Revenue Operations and Tax teams on contract and product setup within finance systems to ensure that customer contracts are accounted for in accordance with the five‑step revenue recognition model and appropriate sales tax treatment is applied.
• Assess and optimize monthly revenue close processes, reconciliations, and controls to improve efficiency, automation, and scalability.
• Evaluate and strengthen revenue-related reporting processes to support accurate internal, external, and audit reporting requirements.
• Design scalable governance frameworks, controls, and reporting standards that support future-state revenue operations.
• Support executive leadership with ad hoc financial analysis and presentation materials, including management and Board presentations.
• Based on accounting guidelines, develop and lead special projects aimed at improving operational efficiency by demonstrating both new and existing financial systems and tools within the finance function.
• Manage operational improvement initiatives to streamline financial operations, increase efficiency, and adapt to Sage’s evolving business needs.
• Partner cross-functionally with Legal, Sales, Revenue Operations, Technology, and Finance collaborators to support reporting, revenue recognition and existing and future finance system configuration.

Can you be our new Revenue Transformation Lead?

This may include, but is not limited to, the following:

• Minimum of 8+ years in progressive accounting or finance experience.
• Prior experience managing revenue accounting in an industry setting, including responsibility for ongoing revenue recognition judgments under ASC 606.
• BA or BS, in accounting or finance, desired, graduate degree in accounting a plus.
• Certified Public Accountant (CPA) certification is a plus.
• Expert knowledge of U.S. GAAP and internal controls over financial reporting.
• Excellent communication skills and confidence in the ability to navigate through challenging matters
• Exceptional problem-solving skills and highly agile when faced with new and unfamiliar matters.
• Detail oriented, analytical, and ability to multitask in fast paced and dynamic environment.
• Must be able to express accounting concepts clearly both orally and in writing in a way which can be understood by both specialists and non-specialists.
• Well organized, excellent at planning ahead, able to adjust to changing priorities and manage a team to deliver on time and to a high professional standard.
• Experience leading revenue transformation initiatives, including complex, multi-phase project leadership, future-state process design, controls, reporting, and system configuration.
• Demonstrated experience improving revenue close processes, reconciliations, reporting, automation, scalability, and revenue-related controls in a complex finance environment.
• Experience partnering cross-functionally with Finance, Revenue Operations, Tax, Legal, Sales, Product, and Technology collaborators, including presenting recommendations to senior leadership.
• Experience evaluating complex customer contracts, product configurations, performance obligations, transaction price, and revenue recognition timing under ASC 606.

ANALYTICAL SKILLS AND SPECIFICATIONS

Any combination equivalent to, but not limited to, the following:

• Ability to analyze complex revenue, financial reporting, systems, and operational data to identify risks, trends, process gaps, and improvement opportunities.
• Strong diagnostic and problem-solving skills, with the ability to assess processes, controls, data flows, and system configurations and recommend practical solutions.
• Ability to translate complex accounting, revenue recognition, and systems concepts into clear insights and recommendations for leadership and cross-functional collaborators.
• Proven ability to support complex, multi-phase transformation initiatives while managing competing priorities, deadlines, and collaborator expectations.
• Strong controls, compliance, and governance attitude when assessing revenue processes, reporting requirements, audit needs, and confidential financial data.
• Ability to influence change, build cross-functional alignment, and support sustainable operational improvement across Finance, Revenue Operations, Tax, Legal, Sales, Product, and Technology teams.
• Highly organized, diligent, and able to prepare clear, thorough, and executive-ready documentation, analysis, and recommendations.
• Excellent written, verbal, and presentation skills, with strong learning agility and systems proficiency.

If you have a disability and you need any support during the application process, please contact [email protected] All qualified applicants are encouraged to apply.

Pay Transparency & Benefits Package:

Sage Publishing is committed to being an inclusive employer where all individuals are treated with fairness and respect. Sage is proud to be an equal opportunity workplace and is an affirmative action employer.

Compensation at Sage is influenced by several factors, including but not limited to skill set, nature and level of experience, qualifications, and other relevant considerations. Please note that the compensation details listed in U.S. role postings reflect the base salary only and do not include bonuses or benefits. Your recruiter can share more about the specific salary range and additional aspects of the compensation/benefits package for this position during the hiring process. If your desired salary falls outside of this range, we hope you'll still apply as there may be other positions that better align.

In addition to compensation, Sage offers a highly competitive and comprehensive PPO medical, dental, and vision care benefits package with Sage covering most of the premium costs. Unique program benefits that support a healthy life, a company-sponsored anniversary trip every 5 years, a 401(k)-matching program of 100% up to 5% of pay, and other significant meaningful benefits. In alignment with our value for education, Sage offers financial support for bachelor's and graduate-level degree programs as well as learning for personal interest.

Sage offers freedom and autonomy in your day-to-day with hybrid or remote work, depending on the role. Join the nearly 2,000 Sage employees worldwide who deliver products and services that serve to fulfill our noble goal of education and dissemination of knowledge globally. We’d love to meet you!

Diversity, Equity, and Inclusion

Sage Publishing is committed to being an inclusive employer where all individuals are treated with fairness and respect, regardless of age, disability, gender identity, marriage and partnership status, pregnancy and parental responsibilities, race, religion and belief, sex, or sexual orientation.

We believe that diversity is a cornerstone of a vibrant culture. We want Sage to be an organization where the most talented staff and high-potential staff are recruited, have the opportunity to grow, and want to work. We strive to achieve a better representation of diverse talent at all levels, including leadership, across our workforce.

Department

Finance

Location

Thousand Oaks