Financial Business Manager

3 weeks ago

Oklahoma City, Oklahoma, United States CAI Full time

Job ID Number

R2535

Employment Type

Full time

Worksite Flexibility

Remote

Job Summary

We are seeking a dynamic, innovative Financial Business Manager to join our team. The Financial Business Manager's primary role will be building financial strategies and reports for the verticals within Public Sector.

Job Description

We are seeking a highly skilled Financial Business Manager to join our IT team. This position will be full-time, remote, and is a salaried position.

What You'll Do

  • Analyze the Tolls & Transportation and Health and Human Services accounts to assess the verticals' overall financial health
  • Maintain and communicate overall vertical portfolio financials
  • Prepare regular business activity reports and forecasts
  • Generate financial data, compile, and submit reports, and analyze industry trends
  • Oversee the preparation of quarterly and annual account reconciliations
  • Track accounts performance metrics, such as revenue, client satisfaction, and retention rates
  • Analyze data to identify trends and areas for improvement
  • Create strategic business plans by analyzing the verticals' status and financial forecasts
  • Prepare regular reports for management forecasting trends for emerging and established accounts.
  • Connect with key business executives and stakeholders on emerging needs and opportunities
  • Engage key stakeholders early in the bid solicitation life cycle
  • Collaborate effectively with the Business Development Team as a subject matter expert on new business proposal opportunities when requested
  • Collaborate with cross-functional teams (i.e., Business Development Team, T&T vertical, and HHS vertical Subject Matter Experts (SME)) to understand the direction for each proposal
  • Work with the Opportunity Developer to build cost models for bid solicitations
  • Coordinate efforts to deliver exceptional service and resolve any issues promptly

What You'll Need

  • Time Management, a bility to manage your time effectively under the pressure of tight deadlines while balancing multiple priorities
  • Communication, must be able to listen and process information others provide effectively. Strong written and verbal skills are required
  • Decision Making , make sound, well-informed, and objective decisions
  • Flexibility, open to change, new processes (or process improvement), and new information. Can receive and give constructive criticism and maintain effective work relationships with others. Can adapt leadership styles in a variety of situations
  • Interpersonal, demonstrate friendliness, courtesy, understanding, and politeness to others
  • Problem Solving, able to identify, evaluate, and use sound judgment to generate and evaluate alternative actions and make recommendations accordingly
  • 4+ years' experience developing financial assessments, plans, or managing account portfolios
  • Experience managing and prioritizing account portfolios and working seamlessly with various stakeholders in a matrix organization
  • Expert knowledge and practical application experience with Microsoft Excel is required
  • Advanced knowledge and practical application experience with Microsoft tools suite (i.e., Word, Outlook, Teams, SharePoint, PowerPoint, Visio)
  • Prior knowledge or experience working in or with public sector government is a plus (i.e., local, state, and federal government agencies)

Physical Demands

  • Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards
  • Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
  • Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

Reasonable Accommodation Statement

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or – 8111.

Equal Employment Opportunity Policy Statement

It is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.


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