SALES Finance Analyst - b&i (hybrid - charlotte, NC)

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

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.

Additional 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.

Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws.

Compass Corporate maintains a drug-free workplace.

Applications are accepted on an ongoing basis.

Associates at Corporate are offered many fantastic benefits including medical, dental, vision, life insurance/AD, disability insurance, retirement plan, paid time off, paid parental leave, holiday time off (varies by site/state), personal leave, associate shopping program, health and wellness programs, discount marketplace, identity theft protection, pet insurance, commuter benefits, and employee assistance program. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws.

Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/

Req ID: 1519675

Compass Corporate

Julia Vogel

[[req_classification]]