Sales Financial Consultant

2 weeks ago


Beaverton, Oregon, United States Epiq Full time
Job Overview:

The Sales Financial Analyst plays a crucial role in enhancing sales initiatives through detailed analysis, data management, and operational support. This position demands exceptional organizational capabilities, strong interpersonal skills, and a proven track record in operational management. The ideal candidate will thrive in collaborative environments and possess experience in client-facing roles.

Key Responsibilities:
1. Support sales operations by presenting tailored solutions to potential clients.
2. Gather client requirements, formulate a strategic sales approach, and effectively showcase solutions while emphasizing their business benefits.
3. Compile comprehensive weekly and monthly reports from various financial and operational data sources.
4. Provide accurate revenue forecasts through a systematic process, adapting to changing business conditions and maintaining thorough documentation.
5. Create and manage cost and pricing models to facilitate both new and existing service offerings.
6. Collaborate with international colleagues and leadership to ensure alignment in processes, reporting, and communication.
7. Ensure timely financial reporting for senior management.
8. Undertake ad-hoc reporting, projects, and initiatives as required.
9. Conduct Profit & Loss analysis, track revenue flows, manage travel and expenses, and oversee cost center operations while performing data collection and analysis.

Qualifications:
• Bachelor's degree or equivalent experience is required.
• 3-5 years of experience in financial modeling and forecasting is preferred.
• Ability to manage multiple tasks in a dynamic, deadline-oriented environment.
• Strong verbal and written communication skills.
• Proficient analytical and problem-solving skills.
• Familiarity with financial reporting and data mining to create customized financial reports across various business lines.
• Capability to comprehend and develop intricate forecasting models.
• Advanced proficiency in Excel is essential.


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