Commercial Financial Analyst

FP&A | Sales Integration | Strategic Business Partner

We are seeking a Commercial Finance Analyst to join our CPF team — a high-visibility role designed for a finance professional who is equally comfortable with complex models and boardroom conversations. This position blends the analytical rigor of FP&A, the strategic perspective of a true business partner, and the communication skills of a financial storyteller.

The successful candidate will be deeply embedded with our sales organization — attending pipeline reviews, participating in pricing discussions, and translating field-level intelligence into financial forecasts and strategic recommendations for senior leadership. This is not a back-office reporting role; it is a front-line finance seat at the commercial table. 

Position will be at our Admin Office in Charlotte, NC, and will report to our Coporate Controller. Periodic travel to sales locations as needed.

We are seeking a Commercial Finance Analyst to join our CPF team — a high-visibility role designed for a finance professional who is equally comfortable with complex models and boardroom conversations. This position blends the analytical rigor of FP&A, the strategic perspective of a true business partner, and the communication skills of a financial storyteller.

The successful candidate will be deeply embedded with our sales organization — attending pipeline reviews, participating in pricing discussions, and translating field-level intelligence into financial forecasts and strategic recommendations for senior leadership. This is not a back-office reporting role; it is a front-line finance seat at the commercial table.

Sales Finance Partnership

• Serve as the primary finance partner to the sales organization — attend pipeline reviews, pricing calls, and commercial negotiations to provide real-time financial guidance.


• Analyze deal economics, margin structures, and customer profitability to support pricing decisions and contract negotiations.


• Develop and maintain sales performance dashboards tracking revenue attainment, pipeline conversion, win/loss trends, and quota coverage.


• Partner with sales leadership to translate market intelligence and pipeline data into financial outlooks and scenario analyses.

Forecasting & Budgeting

• Own the monthly and quarterly rolling revenue forecast, integrating pipeline data, booking trends, and macroeconomic inputs into a dynamic, driver-based model.


• Lead the annual budget process for the commercial segment — coordinating with sales, operations, and senior leadership to build a bottom-up, account-level revenue plan.


• Build and maintain sensitivity and scenario models (base / bull / bear) to frame revenue risk and upside for executive review.


• Conduct variance analysis — actual vs. budget vs. prior year — with clear narrative on volume, price/mix, and one-time drivers to support management reporting.

Financial Analysis & Reporting

• Perform ad-hoc financial analysis, cost studies, and gross margin analysis to support commercial decision-making and strategic initiatives.


• Design, monitor, and report on KPIs that help non-finance stakeholders understand business performance — translating data into decisions.


• Build and maintain executive-ready dashboards in Tableau (or equivalent) that deliver clear, actionable insights across revenue, margin, and productivity metrics.


• Integrate and reconcile data from multiple systems, including SAP, to create cohesive, audit-ready reporting packages.


• Collaborate cross-functionally with operations, product, and leadership to align business priorities with financial insights and resource allocation.

• Advanced financial modeling: driver-based forecasting, dynamic rolling models, sensitivity/scenario analysis, and annual budgeting.


• Revenue and pipeline analytics: translating CRM/pipeline data (Salesforce or equivalent) into quantitative forecast inputs.


• KPI design, monitoring, and executive-level reporting — ability to define the metric, build the model, and tell the story.


• Data integration and storytelling — connecting SAP, CRM, and BI tools into a single source of commercial truth.


• Variance analysis with continuous improvement mindset — not just "what happened" but "what do we do about it."


• ERP experience required: SAP strongly preferred. Experience with S/4HANA or BPC a meaningful plus.


• Dashboarding: Tableau or equivalent


• Automation and self-service analytics: Alteryx, Python, or SQL experience is a differentiating plus.

Required

Preferred / Differentiating