Commercial Insights Manager

Job Summary

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.

• 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 (Power BI) 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.

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

• Communication (written, verbal, and listening)
• Prioritization
• Analytical
• Time Management
• Detail Oriented

• Sit or stand for extended periods of time.
• Visual acuity necessary to utilize a computer monitor throughout the course of a normal workday.
• Ability to perform repetitive keyboarding activities and operate general office equipment.
• Extra hours and some travel may be required.

Employee shall be familiar and comply with all safety policies and procedures of the company.