Financial Analysis Specialist Advisor

Financial Analysis Specialist Advisor

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.

• Designs and builds the deal assessment financial models in an optimal way that supports both internal and client needs
• Applies industry knowledge and previous experience as an input to the cost review process. Challenges solution team to ensure optimal costing position is achieved. 
• Thorough understanding of the tools and able to provide feedback towards continuous improvement
• Thorough understanding of all the relevant policies as well as be able to work with stakeholders to provide feedback and suggest changes
• Thorough understanding of the relevant accounting policies applicable on deals and able to challenge the accounting team in case of difference in interpretation
• Works with the team to determine the price to win, produces the pricing templates and drives the solution costings to a winning price.  Performs analytical review and actively contributes to pricing discussion for preparation for customer meeting to explain pricing behaviour and required pricing structure over deal term

• Uses experience to propose improvements to the structure of the deal that improve the competitiveness of the outcome whilst balancing the company’s financial metric requirements

• Has a clear view of the company’s preferred positions and can draft proposal and T&C’s content to achieve these positions. Provides input to legal on all financial related T&C’s

• Drives the team to follow the governance process, ensures team is fully briefed and prepared, presents the deal professionally at VRBs if called upon.  Leads internal finance reviews and provides strong input to VRB leaders
• Typically requires 7-10 years relevant experience.
• Undergraduate degree or equivalent combination of education and work experience.
• Graduate degree (like MBA/MS Finance) or professional certification (like CPA/CA/CMA) preferred
• Possesses and applies advanced knowledge of financial and pricing analysis principles.
• Advanced data analysis skills.
• Ability to train and mentor others.
• Advanced oral, written and presentation skills.
• Ability to physically perform general office requirements.
• Must be able to perform essential responsibilities with or without reasonable accommodations 
• PLEASE NOTE:  The Career Architecture and associated Job Catalog comprise a structural framework.   Accordingly, the job duties, requirements, and specifications listed as part of this job catalog are intended to describe the general function and level of personnel typically assigned to a specific classification (i.e., job function/job family/job title).  It is not intended to comprehensively define, or to limit any additional responsibilities, duties and/or skills that may be required of or possessed by the incumbent.  The Career Architecture framework is subject to change at any time, with or without notice, based upon the current and emerging needs of the business.

Experience Level

Mid Level