Essential Duties And Responsibilities
Key business partner for both the Sales & Operational Leaders for financial modeling, strategic financial proposals, business cases, and financial advice.
· Commercial Finance Responsibilities:
· Lead the financial / strategic reviews with the Sales & Operations team
· Monitor KPI matrices to identify the best metrics to be used in the proforma models.
· Work with operation team to model out new business opportunities across various business lines, including: Business & Industry, Education, Pharma and Manufacturing
· Work with sales to understand the new business opportunity and the clients needs and current financial arrangements.
· Prepare financial deal summaries for reviews with our Leadership & Executive Committees.
· Prepare clear, concise, and understandable financial proposals for client presentations and RFP responses.
· Ensure RFP financial responses are accurately and strategically filled out based on the scoring criteria
· Liaise with Finance teams on key business trends and analysis
Sales Reporting:
· Develop monthly new business reporting for Sales team
· Work with the Sales team to set sales quotas by sector and seller
Education & Experience
· Degree in finance, accounting, or business-related field
· CPA/CFA designation in progress is an asset
· 2+ years of experience
· Effective and engaging communicator with the ability to articulate financials in a clear and concise manner
· Able to leverage quantitative data to influence decision makers
· Exceptional analytical and critical thinking skills
· Excellent leadership skills with ability to motivate and drive results
· Change leader
· Ability to partner with cross-functional Sales, Finance, People and Culture and Operations teams
· Attention to detail
· Able to produce reports and results that is validated and accurate
· Strong in MS Excel
· Strong business acumen and professionalism
