ISAAC MONTEIRO
New York City
Summary
Accomplished Senior Revenue Analyst with 5+ years of experience in the software industry, specializing in revenue recognition (ASC 606), GAAP compliance, and financial analysis. Proven track record of optimizing financial close procedures, facilitating multimillion-dollar contract evaluations, and supporting revenue audits to ensure timely compliance and reporting. Strong collaborator with cross-functional teams, consistently enhancing revenue operations and financial integrity.
Overview
5
5
years of professional experience
Work History
Senior Revenue Analyst, Deal Advisory Function
MongoDB
New York City
11.2022 - Current
- Conducted monthly revenue close procedures to maintain accuracy in reporting and compliance with ASC 606 standards
- Reviewed complex, multi-million-dollar TCV contracts and prepared documentation to align with ASC 606 standards
- Participated in contract negotiations to provide guidance from a revenue perspective, ensuring financial accuracy and compliance
- Identified areas for improvement in revenue accounting processes and supported efforts to implement changes
- Led the completion of external revenue financial audits
Finance Manager
Onfido
New York City, New York
09.2021 - 11.2022
- Oversaw the full Order-to-Cash (OTC) process to ensure revenue recognition aligned with ASC 606 standards through comprehensive contract and billing reviews.
- Collaborated with cross-functional teams (Sales, Legal, FP&A, Deal Desk, Business Technology) to resolve revenue-impacting issues, improving cross-departmental coordination.
- Proactively identified risks and process improvement opportunities, leading initiatives to enhance revenue processes.
- Led year-end financial audits and quarterly reviews, working closely with internal and external auditors to ensure accuracy and compliance.
- Utilized Salesforce, SQL, Excel, NetSuite, and FloQast to streamline financial reporting and analysis, boosting efficiency and accuracy.
Revenue Recognition Intern
Commvault
Tinton Falls, New Jersey
02.2020 - 08.2021
- Processed and documented software and training orders, and balanced journal entries to maintain audit trails
- Assisted with ad hoc audit requests, ensuring timely support and documentation
- Verified billing and revenue accuracy for sales orders, helping improve financial reporting integrity
- Gained practical experience in revenue recognition principles and accounting standards
Education
Bachelor's Degree - Finance
New Jersey City University
12-2022
Associate's Degree - Finance
Brookdale Community College
New York City12-2019
Skills
- ASC 606
- GAAP
- Financial Reporting & forecasting
- Order-to-Cash
- Contract Review and Documentation
- Audit Support and Compliance
- Cross-Functional Collaboration
- Netsuite, SalesForce, Excel, Gsuite
Timeline
Senior Revenue Analyst, Deal Advisory Function
MongoDB
11.2022 - Current
Finance Manager
Onfido
09.2021 - 11.2022
Revenue Recognition Intern
Commvault
02.2020 - 08.2021
Bachelor's Degree - Finance
New Jersey City University
Associate's Degree - Finance
Brookdale Community College
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