Charlie Volkman

Senior Revenue Analyst

Seattle, Washington, United States

About

Experience

  • Senior Revenue Analyst at MongoDB
    Jun 2025 - Present · 1 yr 1 mo

  • Senior Analyst, Revenue Recognition at Salesforce
    Jun 2022 - Feb 2025 · 2 yrs 9 mos

  • Senior Revenue Accountant at Tableau
    Jan 2020 - Jun 2022 · 2 yrs 6 mos

  • Five9 (San Francisco Bay Area)
    • Senior Revenue Analyst
      Sep 2017 - Dec 2019 · 2 yrs 4 mos

      • Managed relative selling price allocation for all contracts with multiple performance obligations to ensure revenue was recorded in compliance with ASC 606 • Focused on continuous processes improvements to reduce data entry time, decrease errors, and reduced month-end close process for allocations from five days to three days • Trained junior accountants to comply with procedures

    • Revenue Analyst
      Sep 2015 - Sep 2017 · 2 yrs 1 mo

      • Performed eight key Sarbanes Oxley internal controls to ensure transaction-related audit objectives are met, and transactions were recorded in compliance with GAAP • Performed reconciliations on a line item level between general ledger and bookings for active customers • Performed quarterly analysis ensuring revenue recognition in accordance with EITF 08-01 and ASC 605 • Reconciled balance sheet accounts on a monthly basis, and accrued revenue and deferred revenue accounts at month-end, and booked timely journal entries • Implemented process improvements in monthly close procedures that reduced work time by 8 hours per month • Assisted in the development of, and performed monthly validation of a database utilized by FP&A to project revenue on a customer by customer level • Compiled audit PBC requests and responded to auditors’ questions for revenue testing

    • Billing Specialist
      Nov 2013 - Aug 2015 · 1 yr 10 mos

      • Ensured that customers orders were entered into Zuora, and invoiced properly. • Provided external auditors with required documentation for account receivables, accounts payable, deferred revenue, and general invoices. • Performed SOX testing to verify billing and revenue claims. • Maintained Access database of customer history to assist revenue close. • Performed key internal SOX controls to ensure accuracy of billing and revenue claims in regards to SaaS, and long distance.