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The Financial Analysis Advisor role involves supporting sales bid teams through financial model development, pricing analysis, and risk assessment. Candidates should have strong financial analysis skills, experience in pricing strategies, and the ability to coach team members. A Bachelor's degree in Finance or Accounting is required, with CPA or CA certifications preferred. The position requires 5-7 years of relevant experience.
Job Responsibility:
Provides support to sales bid teams (deal teams) through financial model development, risk assessment, pricing analysis and contract close-out
Manages the scope, quality, risks, schedule, and resources of company-wide pricing initiatives
Provides guidance and management to measure the effectiveness of the analyses being performed
Analyzes current and historical results of pricing activity and transactional data to identify actionable opportunities, develop ideas, and make recommendations to improve pricing performance
Examines opportunities to expand initiatives, processes and best practices while ensuring alignment with relevant businesses policies
Able to build the deal assessment financial model using appropriate toolset, following all guidelines in a more consultative way by interacting with sales and solution teams
Able to do a slightly deeper analysis on the costs and provide inputs to the solution team to rectify the issues in the cost model
Thorough understanding of the tools and able to coach /train team members
Thorough understanding of all the relevant policies and able to articulate to the broader team to help them understand the impact
Good understanding of the company’s accounting policies and able to apply those to better structure deals
Produces the pricing templates for the customer as requested. Performs analytical review ensuring accuracy of price units as well as taking care of the dependencies between the various price units
Able to use materials available to draft proposal and T&C’s content
Provides guidance and advises the team on the correct governance process, escalating as necessary. Understands the essence of the deal and can present the facts effectively
Requirements:
Undergraduate degree or equivalent combination of education and work experience
Typically requires 5-7 years relevant experience
Possesses and applies strong knowledge of financial and pricing analysis principles
Exceptional data analysis skills
Exceptional oral, written and presentation skills
Ability to physically perform general office requirements
Must be able to perform essential responsibilities with or without reasonable accommodations
Nice to have:
Graduate degree (like MBA/MS Finance) or professional certification (like CPA/CA/CMA) preferred