Key Responsibilities
● Lead daily financial operations in Oracle NetSuite, including General Ledger, Accounts Payable, Accounts Receivable, payroll, and financial close.
● Ensure financial accuracy through reconciliations, internal controls, audit readiness, and GAAP-compliant reporting.
● Develop and maintain NetSuite dashboards for real-time visibility into P&L, cash flow, margins, and cost performance.
● Support and manage month-end and year-end close processes.
Pricing Strategy & Contract Support
● Own, maintain, and update pricing models for all brands and product lines.
● Create structured pricing tools to ensure all quotes and contracts fully cover: product costs, freight, logistics, duties, tariffs, warehousing, overhead allocation, and target profit margins.
● Support strategic bids, long-term agreements, and custom projects with cost analysis, margin simulations, and scenario planning.
● Partner with Sales and Leadership to develop competitive, standardized, and profitable pricing structures.
Cost & Profitability Analysis
● Partner with sourcing, manufacturing, logistics, and procurement teams to track cost of goods and landed costs.
● Maintain accurate cost databases and continuously update pricing based on production, logistics, tariffs, and currency fluctuations.
● Track gross margins at the SKU, customer, channel, and business-unit levels.
● Identify underperforming products or contracts and recommend corrective strategies.
Budgeting, Forecasting & Reporting
● Lead annual and departmental budget planning in partnership with stakeholders.
● Build rolling forecasts tied to revenue, COGS, operating expenses, and growth initiatives.
● Monitor budget vs. actual results and provide variance analysis.
● Deliver clear financial insights to leadership to support decision-making.
Commission & Revenue Controls
● Manage and maintain sales commission structures.
● Calculate, validate, and report commissions in alignment with revenue and contract terms.
● Ensure consistency and accuracy between sales data, invoicing, and financial reporting.
Payment & Working Capital Management
● Oversee AP and AR performance to support healthy cash flow.
● Monitor payment schedules, collection cycles, and outstanding balances.
● Resolve billing, reconciliation, and payment discrepancies efficiently.
Market Intelligence & Competitive Analysis
● Conduct pricing and market trend analysis to support competitive positioning.
● Monitor external drivers such as inflation, freight costs, tariffs, labor, and currency fluctuations.
● Provide insights that balance market competitiveness with company profitability.
Data, AI & Business Intelligence Enablement
● Leverage AI-powered and business intelligence tools (e.g., Power BI or similar) to support pricing, cost, and profitability analysis.
● Build automated dashboards and reporting models to scale financial and pricing insights as data volume grows.
● Improve forecasting accuracy and decision-making through data-driven modeling and analytics.
Strategic Growth & Continuous Improvement
● Support financial modeling for expansion initiatives such as new locations, new verticals, and operational improvements.
● Assist leadership in evaluating new opportunities, partnerships, or acquisitions.
● Drive continuous improvement through automation, data standardization, and process optimization across finance and pricing.
Quote & Data Management
● Store, organize, and maintain all vendor and client quotes in a structured, accessible system.
● Ensure historical quotes are searchable, accurate, and linked to products, projects, and customers.
● Leverage AI and business intelligence tools to automate data capture, categorize quotes, and identify patterns or repeat pricing opportunities.
● Provide insights on past pricing to support margin analysis, competitive benchmarking, and faster decision-making.
● Work with cross-functional teams to ensure quotes are efficiently tracked, stored, and readily available for future reference.
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Qualifications & Experience
Required:
● Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
● Minimum of 2-3 years of experience in finance, pricing, accounting, or financial analysis.
● Advanced Excel skills; experience building complex financial models.
● Experience in budgeting, forecasting, AP/AR, and financial reporting.
● Strong analytical, organizational, and problem-solving skills.
● High attention to detail and ability to manage multiple priorities.
Preferred:
● Experience with Power BI or similar business intelligence/data visualization tools.
● Previous experience in manufacturing, wholesale, healthcare, or supply-chain-based businesses.
● Knowledge of cost accounting, landed cost analysis, and logistics-related expenses.
● Experience with pricing strategy, margin analysis, and contract support.
● Strong working knowledge of Oracle NetSuite or similar ERP systems.
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