
11 - 50 employees
Founded 2017
đ Automotive
đŁ Marketing
đź Consulting
Automotive ⢠Marketing ⢠Consulting
Volie is an AI-enhanced BDC (Business Development Center) communication platform built specifically for automotive dealerships. It offers an all-in-one SaaS solution that consolidates calls, texts, emails, CRM/DMS data, and campaign tracking, and includes a smart dialer, automated workflows, real-time reporting, and AI-powered features (Volie Intelligence) for call transcription, scoring, and performance insights. Volie helps dealer BDC teams increase appointment conversions, improve response times, and provide full accountability across every call and campaign.
đĽ 3 minutes ago
đ Florida â Remote
đľ $102k - $130k / year
â° Full Time
đ´ Lead
đ¸ Financial Planning and Analysis (FP&A)
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11 - 50 employees
Founded 2017
đ Automotive
đŁ Marketing
đź Consulting
Automotive ⢠Marketing ⢠Consulting
Volie is an AI-enhanced BDC (Business Development Center) communication platform built specifically for automotive dealerships. It offers an all-in-one SaaS solution that consolidates calls, texts, emails, CRM/DMS data, and campaign tracking, and includes a smart dialer, automated workflows, real-time reporting, and AI-powered features (Volie Intelligence) for call transcription, scoring, and performance insights. Volie helps dealer BDC teams increase appointment conversions, improve response times, and provide full accountability across every call and campaign.
⢠Own the administrative contract process from approved sales terms through execution, billing setup, and implementation handoff ⢠Prepare customer agreements, order forms, and amendments using approved templates and commercial terms ⢠Manage electronic signatures, outstanding agreements, and the repository of executed contracts ⢠Ensure executed agreements align with CRM records, pricing, products, billing terms, commissions, and implementation ⢠Maintain accurate customer product, contract, pricing, billing cadence, renewal, amendment, and cancellation records ⢠Own customer invoicing, billing accuracy, cash application, deposits, AR aging, collections follow-up, and billing dispute resolution ⢠Reconcile contracted products and pricing to invoices and resolve discrepancies with Revenue Operations and Customer Success ⢠Own monthly sales commission calculation and reconciliation with Sales leadership and Revenue Operations ⢠Calculate and document commissions, adjustments, clawbacks, bonuses, and other approved variable compensation ⢠Maintain auditable commission records and provide monthly commission reporting ⢠Manage accounts payable, vendor setup, invoice coding, documentation, payment timing, and vendor inquiries ⢠Prepare payment runs and supporting documentation while maintaining financial controls ⢠Monitor cash requirements and communicate material payments, variances, and risks to leadership ⢠Lead the monthly close process with outsourced accounting partners ⢠Review the general ledger and financial statements for completeness and accuracy ⢠Strengthen accounting policies, approval workflows, documentation, and internal controls ⢠Develop annual budgets and financial forecasts ⢠Produce budget-to-actual reporting and identify variances, trends, and risks ⢠Support headcount planning, expense forecasting, scenario modeling, and financial analysis ⢠Develop product-level and departmental financial reporting ⢠Build and maintain reporting for MRR, ARR, recurring revenue, expansion, contraction, churn, GRR, NRR, product revenue, gross margin, customer count, and other KPIs ⢠Reconcile SaaS metrics to contracts, billing records, CRM data, and the general ledger ⢠Develop monthly financial and KPI reporting packages for leadership, executive, and board reporting ⢠Coordinate with tax advisers on sales-tax nexus, product taxability, registration, collection, filing, and remittance ⢠Support audit and compliance controls and documentation ⢠Improve contract-to-cash and procure-to-pay processes ⢠Reduce duplicate entry and spreadsheet dependence across financial systems ⢠Document financial processes for scaling and delegation
⢠5+ years of progressive experience in accounting, finance, controllership, or financial operations ⢠Experience with monthly close, financial statement review, AR, AP, cash management, reconciliations, and management reporting ⢠Experience administering customer contracts and connecting executed agreements to billing and accounting ⢠Experience calculating or administering sales commissions or variable compensation ⢠Strong working knowledge of GAAP and experience working with outside accountants and tax advisers ⢠Experience with billing, collections, budgeting, forecasting, financial reporting, and process improvement ⢠Advanced Excel or Google Sheets skills ⢠Hands-on experience with QuickBooks or a comparable accounting platform ⢠Ability to move between detailed transactional work and executive-level financial analysis ⢠Strong communication, organization, judgment, discretion, and attention to detail ⢠Bachelor's degree in accounting, finance, business administration, or a related field, or equivalent relevant experience ⢠Ability to work full-time from Fort Myers, FL ⢠Preferred: B2B SaaS or subscription-business experience, including MRR, ARR, churn, GRR, NRR, deferred revenue, and multi-product reporting ⢠Preferred: Financial planning, budgeting, forecasting, and variance-analysis experience ⢠Preferred: Experience preparing financial and operating information for executive teams or boards ⢠Preferred: Experience connecting CRM, contracts, billing, accounting, commissions, and business intelligence data ⢠Preferred: Experience partnering with Sales and Revenue Operations ⢠Preferred: Multi-state sales-tax experience ⢠Preferred: Experience in automotive technology, communications software, contact-center software, or another vertical SaaS business
⢠Full-time remote position ⢠Professional development opportunities, including CPA, CMA, MBA, or comparable professional development (preferred qualification)
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