Sr. Analyst, Commercial Finance

Vertiv Group•Westerville, OH
•Onsite

About The Position

Vertiv is seeking a Senior Analyst to join its Americas Commercial Finance team at its Columbus, Ohio headquarters. The role leads quote finance execution across the quoting lifecycle and serves as the primary finance partner to Sales and Pricing. It supports commercial results by ensuring quotes reflect sound judgment, appropriate risk mitigation, and margin integrity. The Senior Analyst works with Sales and customers to structure capacity agreements, negotiate commercial terms, and develop cash flow models that inform deal strategy and protect Vertiv’s financial position. The role owns and scales the quote approval framework, coordinates cross-functional stakeholder input, and drives continuous improvement in how commercial deals are structured and approved.

Requirements

  • Bachelor’s degree in accounting or finance.
  • At least 5 years of experience in a related role.
  • Direct experience owning or supporting quote approval processes, commercial terms review, or deal structuring.

Nice To Haves

  • Prior experience in commercial finance, pricing, or a deal desk role.
  • Experience with revenue recognition processes and commercial terms negotiation in a manufacturing or capital equipment environment.
  • Direct experience working with customers on commercial terms, payment structures, or contract negotiations.
  • Experience structuring or supporting capacity agreements, volume commitments, or long-term supply arrangements.
  • Demonstrated ability to build and maintain cash flow models, including scenario and sensitivity analysis.
  • Strong understanding of margin analysis, pricing strategy, and commercial risk assessment.
  • Demonstrated ability to build and scale approval frameworks, governance structures, and financial controls.
  • Proven track record of building trusted relationships across Sales, Operations, Legal, and other cross-functional partners.
  • Ability to communicate effectively at all levels, from the C-suite to the customer table.

Responsibilities

  • Partner with Commercial Finance leadership to lead the quote finance function end to end, protecting margin, accelerating deal closure, and aligning the quoting lifecycle with business objectives.
  • Partner with Sales to negotiate directly with customers and structure commercial terms, payment milestones, pricing frameworks, and contract financial provisions.
  • Lead the financial structuring and commercial review of capacity agreements, including volume commitments, pricing locks, milestone billing schedules, and cancellation provisions.
  • Develop and maintain cash flow models for capacity agreements, large-scale orders, and milestone-based billing structures; conduct scenario and sensitivity analysis to inform deal decisions and provide leadership with forward-looking cash flow visibility.
  • Build and scale the quote approval framework, including approval matrices, delegation-of-authority thresholds, escalation protocols, and standardized workflows.
  • Gather feedback from Sales, Legal, Operations, Credit, and Supply Chain to support informed, timely approvals, and drive process-improvement adoption through training, communication, and change management.
  • Build and maintain relationships with Sales leadership, Pricing, Operations, Legal, Credit, and Supply Chain as a trusted commercial finance advisor who shapes deal strategy before quotes are finalized.
  • Monitor active capacity agreements and cash flow performance against modeled expectations, flag deviations in volume, timing, or payment, and recommend corrective actions.
  • Identify opportunities to standardize and automate quote finance processes, and develop playbooks, templates, and tools to scale quote review capacity while maintaining quality.
  • Perform miscellaneous responsibilities and special projects as assigned.
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