Revenue Analysis & Performance Leader

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

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.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.