Starting in an entry-level finance role at Copado gives recent graduates a chance to sharpen their financial acumen, build a network across the organization, and contribute directly to the company’s growth and stability. 

These roles typically revolve around financial analysis, budgeting, and operational support to ensure smooth and accurate financial processes within a growing SaaS organization. While the specific job titles may vary, the outlines below illustrate the type of responsibilities and skills you can expect to develop in an entry-level finance role. Below is a general overview of entry-level finance opportunities for new grads at Copado:

1. Junior Financial Analyst

Key Responsibilities:

Financial Reporting & Analysis

• • Assist in preparing regular financial reports, including income statements, balance sheets, and cash flow statements.

  • Help analyze variances and trends, identifying potential risks and opportunities for optimization.

Budgeting & Forecasting

• • Support the Finance team in building annual budgets and periodic forecasts.

  • Gather data from various departments to inform accurate projections and financial models.

Data Management

• • Maintain financial databases and ensure that records are accurate and up to date.

  • Utilize spreadsheets and business intelligence tools to consolidate, organize, and present data.

Cross-Functional Collaboration

• • Work closely with Operations, Sales, and other teams to gather inputs for financial planning.

  • Communicate financial insights to non-finance stakeholders in clear, actionable terms.

Growth Opportunities

• Develop core financial analysis and modeling skills.

• Gain exposure to strategic decision-making processes involving revenue growth, cost control, and investments.

• Potential progression toward roles such as Senior Financial Analyst, Financial Planning & Analysis (FP&A) Manager, or Finance Business Partner.

2. Accounts Receivable / Accounts Payable Specialist

Key Responsibilities:

Invoice Processing & Payment Management

• • Generate and distribute customer invoices in a timely manner, ensuring accuracy and completeness.

  • Track incoming payments, reconcile discrepancies, and follow up on overdue accounts to maintain a healthy cash flow.

Vendor Relations & Payments

• • Process vendor invoices, verify payment terms, and schedule disbursements.

  • Collaborate with vendors to address any billing issues or payment discrepancies.

Record Keeping & Reporting

• • Maintain precise records of transactions, organizing data to support monthly and quarterly closes.

  • Contribute to the preparation of accounts payable/receivable reports for management review.

Process Improvement

• • Identify inefficiencies in the billing or payment cycle and propose enhancements.

  • Work with IT or finance systems teams to automate and streamline routine tasks.

    Growth Opportunities

• Acquire a strong foundation in transactional finance and cash flow management.

• Build relationships across different teams, learning how operational processes impact finances.

• Potential to transition into more advanced roles, such as Revenue Operations, Billing Manager, or Controller track.

3. Revenue Operations Associate

Key Responsibilities:

Sales & Finance Alignment

• • Collaborate with Sales and Customer Success teams to ensure accurate deal structures, price quotes, and contract terms.

  • Validate sales orders to ensure they comply with Copado’s revenue recognition policies.

Billing & Invoicing Support

• • Assist in managing the end-to-end billing process, from contract review to invoice generation.

  • Help track and report on subscription renewals, upsells, and expansions, ensuring proper revenue documentation.

Reporting & Analytics

• • Compile data related to sales performance, bookings, renewals, and churn, presenting insights to finance and leadership.

  • Work with Finance to implement or refine dashboards that monitor key revenue metrics.

Compliance & Best Practices

• • Learn and adhere to GAAP (Generally Accepted Accounting Principles) or IFRS standards as required.

  • Maintain documentation related to revenue operations and ensure compliance with internal controls.

Growth Opportunities

• Develop a unique cross-functional perspective at the intersection of finance, sales, and customer success.

• Strengthen analytical abilities by diving into metrics that impact top-line growth.

• Potential advancement to roles like Revenue Operations Manager, Senior Financial Analyst (focused on revenue), or Finance Business Partner.