SALES FINANCE ANALYST-B&I (HYBRID-CHARLOTTE, NC)

Compass Group•Charlotte, NC

1d•Hybrid

About The Position

As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home, chances are you’ve tasted Compass Group’s delicious food and experienced our outstanding service. We have over 284,000 US associates who work in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50 states. Our reach is constantly expanding to shape the industry and create new opportunities for innovation. Join the Compass family today! great people. great services. great results. Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar.Job Summary:The Sales Finance Analyst – B&I supports the financial development of new business proposals within the Compass Business & Industry sector. This role plays a key part in the bid and RFP process by assisting in the preparation of financial models and proformas used to evaluate the financial viability and competitiveness of new client opportunities. Working closely with the Sales Finance Director and cross-functional partners across sales and operations, the Analyst helps translate operational service models into financial projections by building cost structures, analyzing benchmarks, and evaluating key financial assumptions. This role is hybrid in Charlotte, NC and will support the Compass USA Business & Industry Sector. Qualifications:

Requirements

Self-starter with a positive “can do” attitude
BA in Finance, Accounting, Business, or related field is preferred
High level of proficiency with Excel is required. Power BI is a plus.
Foodservice or Support Service finance experience is a plus
Strong organizational and planning skills with ability to set goals, objectives, and timelines to efficiently meet tasks
Ability to effectively manage multiple projects at once
Excellent verbal and written communication skills
Excellent interpersonal skills
Willingness to travel up to 10% of the time.

Nice To Haves

Foodservice or Support Service finance experience is a plus
High level of proficiency with Excel is required. Power BI is a plus.
BA in Finance, Accounting, Business, or related field is preferred

Responsibilities

Assist in building and maintaining new business proformas and financial models used in the bid and RFP process.
Develop and update labor models, cost builds, and operating expense projections based on proposed service models and operational assumptions.
Support the development of revenue projections and pricing assumptions for prospective client contracts.
Perform benchmarking analysis using internal data and historical account performance to inform financial assumptions and pricing structures.
Assist in building guarantee models and financial scenarios used to evaluate financial risk and competitiveness of proposals.
Analyze food cost, labor cost, and overhead assumptions to ensure financial projections align with operational expectations.
Review RFP documentation and proposal requirements to identify financial inputs, risks, and assumptions that may impact the proforma.
Conduct financial research including client financial statements, fund balances, indirect cost structures, and other available financial data.
Analyze historical financial performance from comparable accounts to identify trends and inform financial assumptions.
Collaborate with sales, operations, culinary, and other internal stakeholders to ensure financial models accurately reflect operational plans and client requirements.
Maintain version control and documentation of financial models and assumptions throughout the proposal development process.
Support scenario modeling and sensitivity analysis to evaluate the financial impact of key variables during the bid process.
Prepare financial summaries and supporting analysis for internal proposal reviews and leadership presentations.