Job Summary

As a Commercial Finance Analyst, this role provides an excellent opportunity to drive the development and implementation of process in a dynamic environment in order to deliver top and bottom-line growth. This position will work closely with both the sales team and operation teams in managing new business opportunities. This role will need to possess strong analytical and critical thinking skills to:

• Build proforma financial operating models.
• Identify and quantify KPI’s and operating metrics.
• Enable our sales team to present clear and understandable financial proposals to new clients.

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