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Sales Financial Analyst

4 months ago

Beaverton, United States Epiq Full time

Description

:

Job Summary:

The Sales Financial Analyst supports sales efforts including forensics, data collection, managed review, processing, and hosting services. This role requires strong organizational and interpersonal skills, operational management experience, and the ability to collaborate effectively as a team player. A background in client-facing positions is a plus. The individual will be responsible for providing analysis, forecasting, and decision support, leveraging financial and operational data. The successful candidate will be effective in owning tactical delivery at the speed of the business.

Job Responsibilities:

Provide sales support and present solution offerings for prospective clients. Solicit client business requirements, develop a technical sales strategy, effectively demonstrate solutions, and articulate the business value they provide. Complete weekly and monthly reporting package from all required financial and operational sources. Deliver timely revenue forecasts using a repeatable process; continually update the forecast process to evolving business dynamics and keep clear documentation on the same. Develop and maintain cost and pricing models to support new and existing service lines. Collaborate with global colleagues and business leaders to align on processes, reporting, and communication from your local region. Assure timely financial reporting for senior executive management. Ad-hoc reports, projects and initiatives on an as needed basis. Tasks related to Profit & Loss analysis, Flow of Revenue, Travel and Expenses tracking, Cost Centers management, as well as data gathering and analysis. The individual will provide assistance and perform special projects and duties as assigned by the Manager.

Job Requirements:

Bachelor’s degree or equivalent required. 3-5 years of financial modeling & forecasting experience preferred. Ability to multitask in a fast-paced, deadline-driven team environment. Excellent verbal and written communication skills. Effective analytical and problem-solving abilities. Knowledge of financial reporting and data mining to build custom financial reports for multiple lines of business. Ability to understand and build complex forecast models. Advanced Excel skills required.

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