Oops! Something went wrong while submitting the form.
Get a Demo
See your data in HubiFi < 2 days
Curious about what is revenue accountant? Learn the key responsibilities, skills, and career path for this essential finance role in any growing business.
Modern business is complicated. Companies no longer just sell a single product for a single price. They offer subscriptions, bundled services, and complex multi-year contracts. This complexity creates a huge challenge for financial reporting, where a single mistake can lead to failed audits and a loss of investor confidence. This is precisely why the role of a revenue accountant has become so critical. So, what is a revenue accountant? They are the financial expert on your team who specializes in these intricate revenue scenarios, applying strict accounting standards like ASC 606 to ensure every transaction is handled perfectly, protecting the company’s financial integrity and paving the way for sustainable growth.
If you’ve ever wondered who keeps a laser focus on a company’s income, you’re thinking of a revenue accountant. This isn’t just another number-crunching role; it’s a specialized position that’s becoming more critical as business models get more complex. A revenue accountant is the expert on your team who ensures that every dollar earned is tracked, recorded, and reported correctly and on time. They are the guardians of your company’s top line, making sure the financial story your books tell is accurate and compliant. For any business that’s serious about growth and financial integrity, understanding what a revenue accountant does is the first step toward building a stronger finance team.
At its core, a revenue accountant’s job is to manage and oversee all the money a company earns. They meticulously track income from all sources, whether it's from sales, subscriptions, or services. Their main goal is to make sure revenue is recognized properly, which means recording it in the right amount and at the right time. This involves applying a strict set of accounting principles like GAAP or IFRS to every transaction. They prepare detailed financial reports, reconcile accounts, and work to ensure the company’s revenue-related activities are transparent and follow all the rules. Think of them as the financial detectives who specialize in a company’s income streams.
Having a revenue accountant on your team is essential for maintaining your company's financial health. They provide the clear, accurate information leaders need to make smart, strategic decisions about the business's future. Without their expertise, you risk misstating your earnings, which can lead to serious compliance issues, failed audits, and a loss of investor confidence. A skilled revenue accountant helps you avoid these pitfalls by ensuring your financial reports are always reliable. They play a crucial role in building a trustworthy financial foundation, which is key for securing funding, planning for growth, and keeping stakeholders confident in your company’s performance.
While all accountants deal with numbers, a revenue accountant has a very specific focus. Unlike a general accountant who looks at the entire financial picture—from expenses to assets—a revenue accountant zooms in exclusively on income. They are specialists in revenue recognition standards, particularly complex ones like ASC 606. This also sets them apart from an accounts receivable specialist, whose job is to chase down customer payments and manage invoices. The revenue accountant takes a higher-level view, determining how and when that income should be officially recorded on the books, ensuring the company’s financial story is told by the book.
So, what does a revenue accountant actually do all day? It’s much more than just staring at spreadsheets. Think of them as the financial storytellers of a company, piecing together the narrative of its earnings. Their day is a dynamic mix of detailed analysis, cross-departmental collaboration, and strategic problem-solving. They’re the ones who ensure that every dollar earned is recorded accurately, ethically, and in a way that makes sense to everyone from the CEO to the auditors.
A revenue accountant’s schedule is often dictated by the accounting cycle, with a major focus on the month-end close. But on any given day, they are juggling multiple critical tasks. They might start their morning reviewing sales contracts to understand billing terms, spend the afternoon reconciling accounts, and end the day in a meeting with the sales team to forecast upcoming revenue. It’s a role that requires a sharp eye for detail, a deep understanding of complex regulations, and the ability to communicate financial information clearly.
At the heart of the role is the meticulous process of tracking and recognizing revenue. A revenue accountant is like a financial detective for a company's income, monitoring all the money coming in to make sure it's recorded correctly and at the right time. This isn't as simple as just noting a payment. They have to apply specific accounting principles, like ASC 606, which dictates how and when revenue from customer contracts can be officially recognized on the books. This means examining contract terms, delivery schedules, and performance obligations to ensure every entry is precise and justified.
Once the revenue is tracked, it’s time to make sense of it all. A key part of a revenue accountant’s day involves analyzing this data and creating clear, insightful financial reports. These reports, which can include everything from income statements to detailed revenue-by-product breakdowns, are vital for leadership. They show how much money the company is making and help leaders understand financial performance so they can make smart, strategic decisions. This task transforms raw numbers into a compelling story about the company’s financial health and trajectory.
Playing by the rules is non-negotiable in accounting, and revenue accountants are the frontline guardians of financial compliance. A significant portion of their time is dedicated to making sure all revenue-related activities adhere to strict accounting standards like Generally Accepted Accounting Principles (GAAP) and regulations like the Sarbanes-Oxley Act. This involves staying current on changing regulations, implementing internal controls, and preparing documentation for audits. By maintaining rigorous compliance, they protect the company from legal risks and uphold the integrity of its financial statements.
Revenue accountants don’t work in a vacuum. To get the full picture, they constantly collaborate with other departments. They work closely with the sales team to understand new contracts and deal structures, coordinate with the legal team to interpret contractual obligations, and sync with operations to confirm when products or services have been delivered. This cross-functional teamwork is essential for gathering accurate information and ensuring that everyone is on the same page. It’s a role that requires strong communication skills and the ability to build relationships across the organization.
The world of revenue is rarely straightforward. Revenue accountants often find themselves tackling complex puzzles, from untangling billing errors to reconciling discrepancies in financial data. For high-volume businesses, this can mean sifting through massive amounts of transaction data to find a single mistake. This is where their problem-solving skills truly shine. They need to be methodical and persistent, using their expertise and the right tools to investigate issues, correct errors, and refine processes to prevent future problems. Effectively managing huge amounts of transaction data is a critical challenge they face daily.
Thinking about a career as a revenue accountant? It’s a fantastic path that blends deep financial knowledge with strategic business insight. But it’s not a role you can just walk into. Building a successful career here requires a specific mix of education, professional credentials, technical know-how, and the right personal skills. Let's break down exactly what you need to focus on to get started and grow in this field. Think of it as your personal roadmap to becoming an indispensable part of any finance team.
Your journey begins with a solid educational foundation. A bachelor’s degree in accounting or finance is the standard requirement to get your foot in the door. This is where you’ll learn the core principles that govern the entire field. For those with ambitions to lead a team or take on more senior strategic roles, pursuing a master’s degree can be a powerful next step. It’s not always required for your first job, but it can definitely set you apart and accelerate your career path down the line. Think of your bachelor's as the launchpad and a master's as the booster rocket for your career.
Once you have the degree, the next step is to prove your expertise. Professional certifications are the best way to do this. They are a clear signal to employers that you have a verified and deep understanding of complex accounting topics. The most respected credentials in the field are the Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Chartered Accountant (CA). Earning one of these isn't easy, but the effort pays off. It adds instant credibility to your resume, demonstrates a commitment to your profession, and often opens doors to higher-level opportunities and better salaries.
A modern revenue accountant is as comfortable with software as they are with spreadsheets. You’ll need to be proficient in major accounting platforms like QuickBooks, SAP, or Oracle. Beyond specific software, a deep understanding of revenue recognition standards, especially ASC 606, is non-negotiable. You also need to be well-versed in Generally Accepted Accounting Principles (GAAP) and Sarbanes-Oxley (SOX) regulations to ensure compliance. The ability to work with systems that talk to each other is key, which is why seamless integrations between your company’s financial tools are so important for accurate reporting.
Technical expertise will get you hired, but soft skills will make you successful. A sharp analytical mind is crucial for interpreting financial data and spotting trends. Meticulous attention to detail ensures that nothing falls through the cracks during the month-end close. You also need strong communication skills to explain complex financial information to non-finance colleagues, like the sales or legal teams. Finally, a knack for problem-solving will help you untangle tricky revenue scenarios. These skills are what transform a good accountant into a great one. For more career tips, check out the latest insights on our blog.
A huge part of a revenue accountant’s job is working with the complex world of revenue recognition standards. These aren't just suggestions; they are the official rules that govern how and when a company can record revenue. Think of them as the grammar of financial reporting—without following the rules, the story your financial statements tell won't make sense and certainly won't be trusted. For any business, especially those with high transaction volumes or subscription models, getting this right is non-negotiable for passing audits and making sound strategic decisions.
The primary standards a revenue accountant lives and breathes are GAAP (Generally Accepted Accounting Principles), specifically ASC 606, and its international equivalent, IFRS 15. These frameworks were designed to standardize how companies across all industries report revenue, making financial statements more comparable and transparent. A revenue accountant acts as the expert interpreter and implementer of these rules, ensuring every single dollar of revenue is recognized at the right time and in the right amount. This involves a deep dive into customer contracts, performance obligations, and transaction prices to ensure every detail aligns with compliance requirements.
For any company operating in the United States, the Generally Accepted Accounting Principles (GAAP) are the gold standard. These are the foundational rules for all financial accounting. When it comes to revenue, GAAP dictates that it must be recognized when it is earned and realized, regardless of when the cash is actually received. This is the core of accrual accounting and a principle that revenue accountants apply daily.
Mastering GAAP means understanding its nuances, from industry-specific guidelines to broad principles that apply to everyone. The goal is to create a uniform and accurate picture of a company's financial performance. Modern revenue recognition software is designed to help with this by providing automated compliance and ensuring that revenue is recognized consistently across the board, taking the guesswork out of adhering to these critical standards.
ASC 606, "Revenue from Contracts with Customers," is the most significant revenue recognition update in recent history. It created a single, comprehensive framework that replaced a patchwork of industry-specific rules. For revenue accountants, implementing a systematic approach is the key to ASC 606 compliance. This standard introduced a five-step model that accountants must follow for every customer contract:
This process requires careful analysis and judgment, especially for businesses with complex contracts, bundles, or subscription services.
For businesses operating globally, understanding international standards is just as important. The international equivalent of ASC 606 is IFRS 15. The good news is that the two standards are largely converged, meaning they are based on the same core principles and five-step model. This alignment was intentional, designed to make financial statements more comparable for global companies and investors.
The fundamental principle of both standards is to show the transfer of promised goods or services to customers for the amount the company expects to receive in return. A skilled revenue accountant can work with both sets of standards, ensuring the company remains compliant whether it's reporting in New York or London. This dual expertise is invaluable for multinational corporations and ambitious startups with plans for global expansion.
While the five-step model seems straightforward, the real world is messy. Revenue accountants constantly face compliance hurdles like contract modifications, variable consideration (think discounts, rebates, or performance bonuses), and allocating revenue for bundled products or services. Manually tracking these complexities in spreadsheets is not only time-consuming but also incredibly prone to error, putting the company at risk during an audit.
This is where technology becomes a revenue accountant's best friend. Automated systems can handle these challenges by applying predefined rules consistently. A solution that integrates disparate data from your CRM, billing platform, and ERP is a game-changer. It allows for real-time reporting and analytics, giving the revenue accountant the tools needed to manage complexity, ensure accuracy, and keep the company compliant without the manual headache.
Long gone are the days of manual ledgers and endless spreadsheets. Today’s revenue accountant is a tech-savvy professional who relies on a powerful set of digital tools to get the job done right. This collection of software and platforms, often called a "tech stack," is what separates a good revenue accountant from a great one. It’s the secret to managing complex revenue streams, staying compliant with ever-changing regulations, and turning raw data into strategic business insights.
Think of the tech stack as the accountant's command center. It’s where data from sales, operations, and finance all come together. The right stack automates the tedious, error-prone tasks that used to take up so much time, like manual data entry and reconciliations. This frees up the revenue accountant to focus on what really matters: analyzing financial performance, advising leadership, and helping the company grow profitably. Building a robust tech stack isn't just about having the latest software; it's about creating an integrated ecosystem where every tool works together seamlessly to ensure accuracy, efficiency, and clarity.
The foundation of any revenue accountant's tech stack is specialized accounting software. While general accounting platforms are great for day-to-day bookkeeping, recognizing revenue—especially under complex standards like ASC 606—requires a more focused tool. This is where dedicated revenue recognition software comes in. It’s designed to handle intricate scenarios like multi-element arrangements, subscription models, and usage-based billing with precision. Choosing the right software provides a solid base to automate and simplify financial processes. It ensures compliance is built into your workflow, not just an afterthought, giving stakeholders clear and transparent financial statements they can trust. Check out HubiFi's pricing and plans to see how an automated solution can fit your business.
An Enterprise Resource Planning (ERP) system is like the central nervous system of a company. It connects various departments and functions—from sales and inventory to human resources and finance—into one cohesive system. For a revenue accountant, the ERP is the ultimate source of truth for financial data. The real power, however, comes from integrating specialized revenue recognition software with the ERP. This connection creates a seamless flow of information, eliminating data silos and the need for manual data transfers. When your revenue platform can speak directly to your ERP, you streamline not just revenue tasks but your entire accounting operation, ensuring everyone is working from the same, up-to-date information. You can explore how HubiFi integrates with popular ERPs and other systems.
Automation is the revenue accountant’s best friend. It takes the most repetitive, time-consuming parts of the job and handles them automatically, freeing you up for more strategic work. Instead of manually pulling data from different sources and applying revenue rules in a spreadsheet, you can set up rules within your software that align with your company’s policies. The system then automatically processes transactions, applies the correct revenue recognition treatment, and generates journal entries. This not only saves a massive amount of time but also dramatically reduces the risk of human error. By letting technology handle the heavy lifting, you can shift your focus from crunching numbers to analyzing them. Schedule a demo to see how automation can transform your revenue processes.
Recognizing revenue correctly is crucial, but understanding the story behind the numbers is what provides real value. This is where data analytics tools come into play. Modern revenue recognition platforms often include powerful, real-time reporting and analytics dashboards. These tools allow you to visualize revenue trends, drill down into specific customer segments, and forecast future performance with greater accuracy. Instead of waiting until the end of the month to see how you did, you can monitor key metrics daily. This empowers you to provide proactive insights to leadership, answer critical business questions on the fly, and make data-driven decisions that guide the company forward. For more on this, explore the insights on the HubiFi blog.
Being a revenue accountant means you're the go-to person for some of the trickiest financial puzzles in a business. From tangled contracts to the month-end scramble, the role comes with its share of hurdles. But with the right approach and tools, you can handle these challenges effectively and become an invaluable asset to your team. Let's walk through some of the most common issues you'll face and how to manage them.
Think of a revenue accountant as a financial detective. Your job is to look at all the money coming in and make sure it’s recorded correctly according to the rules. This gets complicated with things like subscriptions, bundled products, or multi-year contracts. The key is to break down each sale into its distinct parts, known as performance obligations, and recognize revenue as each part is delivered. Creating standardized templates for different contract types can save a ton of time. For businesses with high transaction volumes, using an automated revenue recognition platform is essential to apply the rules consistently and accurately without manual effort.
Ah, the month-end close. For many accountants, this period can be intense, especially when dealing with last-minute deals and tight deadlines. Some even describe it as "brutal." To make it less stressful, preparation is everything. Start by creating a detailed month-end checklist and timeline. Communicate with sales and operations teams a week before the close to get a heads-up on any pending deals or issues. Automating recurring journal entries and reconciliations can also free up your time to focus on more complex tasks. The goal is to create a repeatable, predictable process that minimizes surprises and late nights.
In a busy company, you’ll be managing a huge volume of payments and financial activities. Maintaining clean and accurate data is foundational to everything you do. Small errors can snowball into major reporting headaches and bad business decisions. A great first step is to establish a single source of truth for all revenue data. This often means integrating your CRM, billing, and accounting systems to ensure information flows seamlessly without manual entry. Regularly performing reconciliations between these systems helps you catch discrepancies early. Setting up data validation rules can also prevent incorrect data from entering your systems in the first place.
Sooner or later, you'll have to sort out a billing mistake or a payment difference. When this happens, approach it methodically. First, investigate the root cause—was it a data entry error, a misinterpretation of the contract, or a system glitch? Next, coordinate with the sales or customer service team to communicate clearly with the client about the issue and the solution. Document every step you take to resolve the discrepancy for your records and for audit purposes. Having clear, upfront billing policies and using automated invoicing can significantly reduce the frequency of these issues, making your life much easier.
Accounting standards aren't static. Rules like ASC 606 can change, and it's your job to ensure the company stays compliant. This requires a commitment to continuous learning. Make it a habit to read updates from financial authorities like the Financial Accounting Standards Board (FASB). Subscribing to industry newsletters and attending webinars are also great ways to stay informed. Using accounting software that is regularly updated to reflect the latest regulations is a huge help. This way, you can focus on interpreting the rules for your specific business scenarios instead of worrying about falling out of compliance.
A revenue accountant doesn't work in a vacuum. In fact, some of their most important work happens in collaboration with other teams across the company. Think of them as a central hub, connecting the dots between sales, legal, and operations to create a complete and accurate picture of the company's revenue. This cross-functional role is essential for maintaining financial integrity and ensuring everyone is aligned on business goals.
Success in revenue accounting hinges on building strong relationships and clear communication channels. When these departments work in sync, the entire financial reporting process becomes smoother, more accurate, and less stressful for everyone involved. It’s this teamwork that transforms complex contracts and sales activities into clean, compliant financial statements that leadership can trust. Without this collaboration, you risk data silos, reporting errors, and major headaches during month-end close or an audit.
The relationship between revenue accounting and sales is a true partnership. While the sales team focuses on closing deals and bringing in new business, the revenue accountant ensures that the revenue from those deals is recognized correctly. They work together to review customer contracts, making sure the terms align with revenue recognition policies. This collaboration is key to understanding exactly when and how revenue should be recorded according to standards like ASC 606. By working closely with sales from the start, a revenue accountant can flag potential issues early and ensure that financial reporting accurately reflects the company's sales activities.
When it comes to contracts, revenue accountants are often the first line of defense. They spend a good deal of time reading and interpreting agreements to understand the financial implications. But what happens when a contract is particularly complex or includes non-standard terms? That’s when they loop in the legal team. This coordination is crucial for managing risk and ensuring full compliance. The legal team can provide clarity on ambiguous language and confirm that the contract's structure meets all legal requirements, allowing the revenue accountant to proceed with confidence and accuracy.
Revenue can't be recognized until the company delivers on its promises to the customer. This is where the operations team—which might include project managers, service delivery, or customer success—comes in. Revenue accountants rely on them for critical information about when products have been shipped or services have been rendered. This data flow is essential for accurate timing. Using tools that offer seamless integrations with CRMs and ERPs can automate this process, ensuring that revenue is recognized as soon as performance obligations are met without endless back-and-forth emails or manual data entry.
During an audit, the revenue accountant takes center stage. They are the go-to expert for auditors who have questions about revenue streams and recognition policies. Their job is to provide clear documentation, walk auditors through specific contracts, and defend the company's accounting decisions. The detailed and organized work they do all year long pays off here, making the audit process significantly smoother and less disruptive. By maintaining a clear audit trail and ensuring compliance, they help the company pass audits successfully, which is vital for maintaining investor confidence and securing the business's financial health.
A career as a revenue accountant is a fantastic path for detail-oriented professionals who enjoy solving complex financial puzzles. It’s a role that offers stability, growth, and the chance to make a real impact on a company's bottom line. If you're considering this path, it's helpful to know what the journey looks like, from your first job to ongoing professional growth. This career isn't just about crunching numbers; it's about becoming a strategic partner in a business's financial health. Let's break down the typical trajectory, the industries you can work in, and how to keep your skills sharp for the long haul.
Most people don't start their careers with "Revenue Accountant" on their business card. The journey usually begins with a foundational role like a Junior Accountant or Staff Accountant. These positions are where you'll learn the ropes of general accounting principles and get comfortable with the day-to-day financial operations of a business. From there, you can specialize. Earning a certification like the CPA (Certified Public Accountant) is a major step that can open doors to more senior roles and higher earning potential. It signals a deep level of expertise and commitment to the profession, making you a more attractive candidate for specialized revenue accounting positions and, eventually, leadership roles like Revenue Manager or Controller.
One of the best things about revenue accounting is that your skills are needed everywhere. You aren't tied to a single industry. While many accountants—about 24.5%—work for traditional accounting, tax, and payroll firms, there are so many other options. You could work in local government, for management consulting firms, or in the ever-growing tech sector for companies that design computer systems. Every business that generates revenue needs someone to manage it properly, which means your expertise is valuable across the board. This variety allows you to find a company culture and mission that truly resonates with you, whether it's in a fast-paced startup or a stable public institution.
Given the specialized skills and critical importance of the role, revenue accountants are compensated well. In the United States, the average salary for a revenue accountant is around $77,151 per year. Of course, this number can vary based on factors like your location, years of experience, the size of the company, and any professional certifications you hold. As you gain more experience and take on greater responsibilities, your earning potential will naturally increase. This solid salary reflects the high demand for professionals who can accurately manage a company's most vital asset: its revenue. It’s a rewarding career, both intellectually and financially.
To truly succeed and grow as a revenue accountant, you have to be committed to continuous learning. Strong technical accounting knowledge is the foundation, but it must be paired with excellent communication, sharp attention to detail, and creative problem-solving skills. You'll also need to be proficient with tools like Microsoft Excel and modern accounting software. As technology evolves, understanding how different systems work together is key, which is why familiarity with business system integrations is so valuable. Staying current on financial regulations and pursuing certifications like the CPA will keep your skills relevant and position you for advancement in a field that is always changing.
The role of a revenue accountant is anything but static. As businesses grow more complex and technology advances, the entire field of revenue accounting is transforming. The days of being buried in spreadsheets are fading, replaced by a more dynamic, strategic function. Staying ahead means understanding how technology is reshaping the work, keeping up with ever-changing regulations, and cultivating the right mix of skills to thrive. This isn't just about adapting to change; it's about embracing the tools and knowledge that will define the next chapter of financial management and compliance.
Technology is fundamentally changing what it means to be a revenue accountant. Instead of spending weeks manually reconciling accounts, modern accountants use sophisticated software to automate these tedious tasks. The right revenue recognition software gives a growing business the foundation to simplify its financial processes and maintain compliance. These tools handle the heavy lifting, from applying recognition rules to generating reports, freeing up accountants to focus on more strategic work like analysis and forecasting. With real-time reporting at their fingertips, they can provide immediate insights into financial performance, helping the company make smarter, faster decisions.
Compliance is a moving target, and the future of revenue accounting requires constant vigilance. Standards like ASC 606 have introduced significant complexity, and accountants must be prepared for future updates. The core principle is to accurately show how and when you deliver goods or services to customers. A systematic approach is the only way to manage this effectively. This means implementing robust processes and systems to ensure every transaction is recorded correctly. Staying informed and leveraging compliance-focused tools are essential for avoiding costly errors and passing audits.
The revenue accountant of tomorrow is a hybrid professional—part financial expert, part tech analyst. While a strong grasp of accounting principles remains crucial, it’s no longer enough. You’ll need to be comfortable with the technology that drives modern finance, including ERP systems and automation software. The ability to integrate these tools with your existing financial stack is key to streamlining operations. As automation handles routine calculations, your value will come from interpreting the data. Strong analytical skills will allow you to dig into reports, identify trends, and translate complex financial information into clear, actionable insights for the business.
What’s the real difference between a general accountant and a revenue accountant? Think of it like the difference between a family doctor and a heart surgeon. A general accountant manages the entire financial health of a company, from expenses to payroll. A revenue accountant is a specialist who focuses exclusively on one thing: the company's income. They have deep expertise in the complex rules, like ASC 606, that dictate exactly how and when sales can be recorded as official revenue.
Does my small business really need a dedicated revenue accountant? If your sales are straightforward and low in volume, your general accountant can likely handle it. However, as your business grows, especially if you introduce subscriptions, bundled services, or complex contracts, things get complicated quickly. A dedicated revenue accountant becomes essential when you need to ensure your growing income is reported accurately to pass audits, secure funding, and make smart decisions based on reliable financial data.
Can you explain ASC 606 in simple terms? Of course. ASC 606 is basically the universal rulebook for how companies must report revenue from customer contracts. It lays out a five-step process that ensures all businesses are telling the same kind of story about their earnings. The goal is to make financial statements more consistent and transparent, so you can’t just record a sale as revenue the moment a contract is signed. You have to follow the steps to prove you’ve earned it.
Why can’t I just use spreadsheets to track my company’s revenue? While spreadsheets are useful, they become a major liability when managing complex revenue. They are incredibly prone to human error, difficult to scale, and make it nearly impossible to keep up with compliance standards like ASC 606. A single formula mistake can lead to misstated earnings and serious problems during an audit. Automated software is built to handle these complexities, ensuring accuracy and saving you from a world of manual headaches.
What is the most important skill for a successful revenue accountant? While technical accounting knowledge is the foundation, the most critical skill is meticulous attention to detail. A revenue accountant must be able to sift through contracts and data to ensure every single dollar is accounted for correctly according to strict guidelines. This precision is what protects the company’s financial integrity and ensures that the revenue numbers everyone relies on are completely trustworthy.
Former Root, EVP of Finance/Data at multiple FinTech startups
Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.
Copyright © 2025 HubiFi | All rights reserved.
