Revenue Analysis & Performance Leader at Apex Group

Role Purpose

• The VP, Revenue Performance & Reporting is responsible for producing and governing Apex Group’s group level revenue reporting and performance cadence. The role ensures executive and board stakeholders have a clear, consistent, and decision ready view of revenue performance, risks, and outlook.
• Reporting to the Head of Revenue Governance & Strategy, this role owns the weekly, monthly, quarterly, and board level revenue reporting cycle, acting as the central point of accountability for revenue performance visibility.

Key Responsibilities

Revenue Performance Reporting & Cadence

Own group level revenue reporting, including:

• Weekly pipeline, wins, and progression updates (Monday)
• Group revenue forecasts (Friday)
• Monthly, quarterly, and board reporting.
• Ensure accuracy, consistency, and timeliness of all revenue performance outputs.
• Translate complex data into clear executive narratives, highlighting risks, variances, and outlook.

Forecast & Performance Quality Control

• Act as the quality gate on group forecasts and performance commentary.
• Validate assumptions, investigate discrepancies, and challenge unexplained variances ahead of executive review.
• Ensure performance discussions are fact based, comparable, and decision oriented.

Executive & Board Reporting

• Prepare and coordinate board, ExCo, and senior leadership materials, including PowerPoint decks and supporting analyses.
• Ensure a consistent revenue story across all leadership forums.
• Enable discussions to focus on actions and decisions, not data quality.

Compensation & Governance Support

• Coordinate preparation of sales compensation analyses and review materials, working closely with HR, Finance, and Revenue Strategy.
• Support governance of CRM, revenue recognition, and reporting model changes, ensuring impacts are reflected accurately in reporting.
• Partner with Systems & Territory Ops and Analytics teams on controlled implementation.

Leadership Support

• Support the Head of Revenue Governance & Strategy in preparation for:
• Board and investor discussions
• Key commercial decisions
• Executive planning and review sessions.
• Anticipate questions, prepare briefs, and surface risks early.

What Success Looks Like

• Weekly group pipeline and forecast reporting is accurate, timely, and trusted
• Senior leadership has a clear, consistent view of revenue performance
• Forecast accuracy and transparency improve quarter over quarter
• Board discussions focus on decisions, not data reconciliation
• Reduced reliance on individuals to “explain the numbers”
• Clear linkage between execution, performance, and incentives

Experience, Skills & Profile

Required

• 7–10 years’ experience in Revenue Operations, Revenue Analytics, Commercial Operations, FP&A, or Performance Management.
• Strong hands on technical capability:
• Advanced SQL – able to independently pull and validate data
• Salesforce expertise (essential) – reporting, dashboards, data structures
• Power BI expertise (essential) – building and interpreting leadership dashboards
• Proven experience producing board level and executive reporting, including forecasts, variance analysis, and performance narratives.
• High proficiency in PowerPoint, with clear, structured, executive ready output under tight deadlines.
• Leadership & Working Style
• High performing individual contributor, either stepping into first line management or a relatively junior manager who remains highly hands on.
• Comfortable operating with autonomy in a fast moving, high growth environment.
• Confident working with senior stakeholders; able to explain numbers clearly and challenge constructively.
• Highly collaborative across Finance, Sales, RevOps, Systems, and Analytics teams.

Preferred

• Experience in funds, financial services, fintech, or regulated environments.
• Background in high growth or scaling organisations with evolving reporting and governance needs.
• Exposure to forecasting, pipeline analysis, or sales compensation review cycles.