Commercial Insights Manager

Rochester Midland Corporation•Rochester, NY

About The Position

The Commercial Insights Manager will serve as a key business partner to the commercial, sales, and operations teams by translating data into actionable insights related to project execution, profitability and resource management.

Requirements

Bachelor’s degree in finance, Business Administration, Economics, Data Analytics, or a related field.
The ideal candidate will have 3+ years of experience in a public accounting/consulting role plus 2 years of FP&A experience in a project-based environment.
Strong analytical, communication, and leadership skills
Entrepreneurial spirit and thrives in a fast-paced environment
Self-starter who stays current with emerging trends in data / technology tools.
Proficient in SQL and business intelligence / data visualization platforms such as Power BI, Tableau, Alteryx, etc.
Proficient with CRM & ERP tools
Excellent communication and presentation skills, with the ability to convey complex data clearly.

Nice To Haves

Knowledge of financial modeling, budgeting, and forecasting best practices preferred.

Responsibilities

Perform deep-dive analysis into individual customer profitability, focusing on key drivers such as contract terms, product mix, product profitability, and service intensity.
Analyze bookings, revenue, open orders, order patterns, backlog and profitability metrics for identified key customers across business units and for the company.
Provide pro-active insights on sales and revenue expectations based on trends and feedback from commercial teams.
Partner with the sales and commercial teams during the contract and proposal stage. Provide financial modeling support and analysis for pricing decisions, ensuring that contracts meet target profitability.
Analyze and report on bookings conversion, win/loss ratios to assist with financial forecasting.
Analyze and report on the company's sales pipeline, including its composition, timing, and associated risks.
Partner with business leads to create and maintain financial forecasts for Top 20 customers, including revenue, direct costs, and gross margin.
Support commercial diligence of potential acquisition targets and manage integration of acquired company data into reporting and source systems to provide visibility into pro forma Company performance.
Manage, create and present clear, insightful commercial reports and dashboards (PowerBI) for senior leadership.
Support the annual budgeting and long-range planning process
Foster strong working relationships with project management, sales, operations, and accounting teams to ensure alignment and accurate data.
Continuously seek to improve and automate financial processes, reporting, and systems to enhance efficiency and accuracy.