COMMERCIAL FINANCIAL ANALYST

Charlotte Pipe & Foundry Company•Charlotte, NC

10d•Onsite

About The Position

We are seeking a Commercial Finance Analyst to join our CPF team — a high-visibility role designed for a finance professional who is equally comfortable with complex models and boardroom conversations. This position blends the analytical rigor of FP&A, the strategic perspective of a true business partner, and the communication skills of a financial storyteller. The successful candidate will be deeply embedded with our sales organization — attending pipeline reviews, participating in pricing discussions, and translating field-level intelligence into financial forecasts and strategic recommendations for senior leadership. This is not a back-office reporting role; it is a front-line finance seat at the commercial table.

Requirements

Bachelor's in Finance, Accounting, Economics, or related field
4+ years in FP&A, commercial finance, or business finance
Advanced Excel and financial modeling skills
Experience with SAP or comparable ERP
Tableau or equivalent dashboard development
Strong analytical, communication, and presentation skills

Nice To Haves

MBA or CPA/CMA designation
SAP ECC or S/4HANA or BPC experience
Alteryx, Python, or SQL for data automation
Experience in a manufacturing or distribution environment

Responsibilities

Serve as the primary finance partner to the sales organization — attend pipeline reviews, pricing calls, and commercial negotiations to provide real-time financial guidance.
Analyze deal economics, margin structures, and customer profitability to support pricing decisions and contract negotiations.
Develop and maintain sales performance dashboards tracking revenue attainment, pipeline conversion, win/loss trends, and quota coverage.
Partner with sales leadership to translate market intelligence and pipeline data into financial outlooks and scenario analyses.
Own the monthly and quarterly rolling revenue forecast, integrating pipeline data, booking trends, and macroeconomic inputs into a dynamic, driver-based model.
Lead the annual budget process for the commercial segment — coordinating with sales, operations, and senior leadership to build a bottom-up, account-level revenue plan.
Build and maintain sensitivity and scenario models (base / bull / bear) to frame revenue risk and upside for executive review.
Conduct variance analysis — actual vs. budget vs. prior year — with clear narrative on volume, price/mix, and one-time drivers to support management reporting.
Perform ad-hoc financial analysis, cost studies, and gross margin analysis to support commercial decision-making and strategic initiatives.
Design, monitor, and report on KPIs that help non-finance stakeholders understand business performance — translating data into decisions.
Build and maintain executive-ready dashboards in Tableau (or equivalent) that deliver clear, actionable insights across revenue, margin, and productivity metrics.
Integrate and reconcile data from multiple systems, including SAP, to create cohesive, audit-ready reporting packages.
Collaborate cross-functionally with operations, product, and leadership to align business priorities with financial insights and resource allocation.