Overview
This role combines strategic finance, pricing, and commercial decision support to help sales and operations leaders make disciplined, margin-focused decisions. Responsibilities include pricing strategy support, financial oversight, forecasting, analytical insight, and continuous improvement initiatives.
Responsibilities
- Lead, mentor, and develop analysts and team members, including work planning, coaching, and supporting performance reviews.
- Serve as a financial advisor to sales leaders and operations/pricing stakeholders on 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.
- Create commissions calculations, sales analytics, and performance reporting to support incentive programs and leadership reviews.
- Support the pricing team in formulating and disseminating pricing guidelines, tools, and strategies to Sales and Operations leadership.
- Collaborate with cross-functional partners (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; investigate variances versus forecast.
- Develop, maintain, and enhance pricing and financial models used 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.
- Participate in deal strategy discussions to establish margin requirements and monitor market dynamics.
- Identify trends, risks, and opportunities through analysis 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.
- Strong relationship-building skills across multiple organizational levels.
- Bachelor’s Degree in Finance, Accounting, Economics, Business, or related field.
- 6 years or more in progressive experience in finance, pricing, or analytical business support roles.
- 3 years or more in experience supporting complex pricing, deal evaluation, and contract economics.
- 4 years or more in demonstrated experience partnering with sales and operations leadership.
- 3 years or more in prior experience developing financial or pricing models in Excel or similar tools.
- Pricing strategy, deal economics, and margin management.
- Financial planning, forecasting, and scenario analysis.
- Understanding of incentive compensation and commission structures.
- Travel: Yes, 0-10%.
Preferred Qualifications
- Master’s Degree in MBA or related field.
- Supply chain, logistics, or asset-based service models.
Compensation & Benefits
- Pay type: Salaried
- Target bonus: 20%
- Minimum pay range: 105,000
- Maximum pay range: 115,000
- Benefits (Full-time positions): comprehensive health and welfare benefits including medical, prescription, dental, vision, life insurance, and disability insurance options; paid time off for vacation, illness, bereavement, family and parental leave; and a tax-advantaged 401(k) retirement savings plan.
Other Information
- The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type.
- Some positions may require additional screening, which can include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer.
- Equal Opportunity Employer; Drug Free workplace.
Job Category
Financial Analysis