Business and Financial Performance Manager - Remote

Velera

2d•$67,700 - $86,300•Remote

About The Position

The Business and Financial Performance Manager role is responsible for leading financial performance management for the Contact Center Services & Solutions (CCS&S) business unit, with accountability for forecasting, performance analysis, and execution against financial plans. This role serves as the primary financial partner to Contact Center leadership, translating operational activity into financial outcomes and driving actions that improve revenue, cost efficiency, and margin performance. Working within the broader commercial and performance framework, this position ensures the business maintains visibility into performance, proactively addresses risks, and capitalizes on opportunities to achieve business plan targets.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required
6+ years of experience in financial planning, forecasting, financial analysis, or business performance management
Demonstrated experience in cost modeling, pricing analysis, or profitability optimization
Experience partnering cross-functionally with Finance, Operations, and business leadership to influence decision-making
Experience working with large datasets, financial systems, and business intelligence tools
Ability to build and maintain complex financial and cost-to-serve models that support pricing and profitability decisions
Proven ability to translate operational metrics into financial outcomes and business impact
Advanced analytical skills with the ability to synthesize large, complex datasets into actionable insights
Strong understanding of how pricing, service models, contracts, and operations influence financial performance
Ability to identify risks and opportunities and drive data-informed recommendations to improve business outcomes
Strategic thinking skills with the ability to connect near-term performance to long-term business objectives
Excellent communication skills with the ability to clearly translate complex financial concepts to non-financial stakeholders
Demonstrated ability to influence decision-making and build strong cross-functional partnerships
Strong problem-solving capabilities with the ability to identify root causes and drive resolution in a complex environment
Ability to manage multiple priorities, work independently, and deliver results in a fast-paced, dynamic setting
Advanced proficiency in Excel and experience with business intelligence tools (e.g., Qlik, Power BI) to support reporting and decision-making

Nice To Haves

Advanced degree (MBA or similar) preferred
Experience supporting or driving financial performance within a complex, service-based or contact center environment preferred

Responsibilities

Lead financial performance management for the Contact Center, including monitoring and improving revenue, expense, and margin outcomes against plan
Own and execute forecasting, planning support, and in-period performance analysis, translating operational drivers into actionable insights and recommended actions
Monitor business performance against financial targets, proactively identifying risks and opportunities and driving corrective actions in partnership with leadership
Develop and maintain cost-to-serve models and financial frameworks that inform pricing, operational decisions, and long-term planning
Analyze financial and operational trends to provide clear, data-driven recommendations that improve profitability and operational efficiency
Partner cross-functionally with Operations, Finance, Pricing, and Sales to align financial targets with operational execution and client commitments
Provide financial evaluation and decision support for business cases, investments, and new initiatives, including revenue projections, cost impacts, and return analysis
Drive continuous improvement in financial reporting, forecasting, and performance management processes to enhance visibility, accuracy, and speed of decision-making
Serve as a key financial advisor to Contact Center leadership, influencing decisions through insights and business expertise
Perform all other duties as assigned.
Regular and reliable attendance.
Responsible for reporting risks that are identified to the appropriate team and/or management. Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not not limited to Information Security risks.
Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity.
Responsible for ensuring that exceptional service is delivered to both internal and external clients by doing what’s right for credit unions.
Demonstrate enthusiastic support of corporate mission, vision, core values and long-term business objectives.
Support a workplace where every employee feels valued, respected, and connected.
Perform job duties within the company’s policies, procedures, service standards and the state and federal laws.