This role is responsible for analyzing financial performance, creating management reports, and providing data-driven insights to support strategic decision-making. This role focuses on KPI tracking, financial reporting, and variance analysis, ensuring Senior Management has accurate, timely, and actionable information. The Pricing & BA II works closely with finance teams, business leaders, and cross-functional partners to drive business performance and process improvements.
- Develop, maintain, and deliver accurate KPI dashboards and financial performance reports for senior management
- Work closely with senior management in creating slide presentations of KPI and financial reports.
- Analyze financial results, highlight key trends, and provide commentary on variances against budget, forecast, and prior periods.
- Translate complex data into clear, concise insights and recommendations for business leaders.
- Partner with Finance and Operations to track business metrics, profitability, and cost efficiency.
- Support monthly, quarterly, and annual performance review cycles.
- Ensure compliance of corporate-wide detailed Sarbanes-Oxley Act to ensure compliance with procedures and all other internal procedures.
- Review and analyze client contracts for weekly reporting.
- Support RFP Team by analyzing data and providing answers to specific proposal questions.
- Interfaces with Sales and Operations to develop pricing for submission to client.
- Participate in strategy discussions and make recommendations on pricing strategy and modeling in order to develop competitve business proposals.
- Develop, maintain, and optimize pricing models and strategies to support revenue and profitability goals.
- Perform variance analysis of actual P&L results vs pricing, with clear explanations of key drivers impacting revenue, cost, and margin performance.
- Make pricing recommendation based on the requirements of business opportunities and the competitve environment.
- Contribute to continuous improvement initiatives in financial analysis.
- Prepare and analyze financial data for special projects, as required.
- Perform other job assignments as specified by the Supervisor.
MINIMUM QUALIFICATIONS:
- At least 5 years of financial or accounting experience.
- Service industry and/or international financial experience a plus.
- Advanced analytical ability
- Advanced Excel or Google Sheets skills including pivot, complex formula, and modelling.
- Knowledge in Smartsheet or Bubble.io is a plus
- Proficient in MS PowerPoint, MS Word, and Power BI
- Strong analytics, statistics and quantitative data modeling skills
- A passion for data integrity, data management and maintenance, and integration of multiple data sources.
- Solid understanding of financial statements, KPIs, and business performance metrics
- Ability to work independently to timelines wth a strong attention to detail.
- A self starter with ability to exercise independent judgement and problem solving are important.
- Excellent analytical, problem-solving, and data interpretation skills
- Strong communication and presentation skills
