About This Role
This role combines strategic finance, pricing, and commercial decision support responsibilities, supporting sales and operations leadership through pricing strategy, financial oversight, forecasting, analytical insight, and continuous improvement initiatives. The position serves as a financial advisor and business partner, ensuring disciplined decision-making, margin and process optimization, and alignment between financial risk and reward.
Responsibilities
- Lead, mentor, and develop analysts and team members, including overseeing work planning, coaching, and providing ongoing performance feedback and performance review support
- Act as a financial advisor to sales leaders, and operations, pricing strategy, and business trade-offs
- Lead and participate in ad hoc continuous improvement projects and process optimization
- Provide analytical and financial support for pricing, including deal structuring, cost modeling, and margin evaluation
- Provide commissions calculations, sales analytics, and performance reporting to support incentive programs and leadership review
- Assist the pricing team in formulating and disseminating pricing guidelines, tools, and strategies to Sales and Operations leadership
- Collaborate with cross-functional partners including Sales, Operations, HR, and Compensation on pricing, pay structures, and incentive design
- Train field and sales teams on pricing methodology, assumptions, and financial best practices and investigate variances versus forecast
- Develop, maintain, and enhance pricing and financial models used by the field organization to evaluate opportunities and scenarios
- Advise finance, pricing, and operations teams on risk, cost controls, and business opportunities
- Support monthly forecasting and annual planning activities related to pricing, volume, and profitability performance
- Participate in deal strategy discussions to establish margin requirements and monitor market dynamics
- Identify trends, risks, and opportunities through analytical review of operational and financial data and recommend corrective actions
Requirements
- Strong financial and analytical acumen with the ability to translate data into business insights
- Advanced Excel and financial modeling capabilities
- Proficiency in advanced business visibility tools (e.g., Power BI, Tableau, SQL)
- Familiarity with AI tools such as Microsoft Copilot and Claude
- Ability to influence and advise leaders through data-driven recommendations
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Detail-oriented with excellent follow-up and organizational discipline
