Act as a trusted, customer-centric finance business partner to CME North America Sales and Global Marketing leaders, delivering insights that inform bookings, revenue, pipeline, and opex decisions.
Lead forecasting, budgeting, and close activities for sales and marketing, ensuring accountable and accurate reporting of revenue, backlog, and expense variances.
Own quarterly bookings, backlog, and pipeline analysis, leveraging Salesforce and internal reporting tools to provide forward-looking, agile financial projections.
Support sales operations and compensation processes, including quota setting, attainment calculations, audits, and executive-level reporting.
Develop and maintain complex financial models and executive-ready analyses that translate data into clear narratives to support strategic decision-making.
Collaborate cross-functionally with Sales, Sales Operations, Marketing, Revenue, and Accounts Receivable, promoting data integrity, process alignment, and shared accountability.
Drive continuous improvement and innovation in financial processes, internal controls, and Salesforce/revenue reporting hygiene to support scalable growth in the Utilities & Energy market.
Requirements
Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent practical experience.
Highly analytical and curious mindset, with the ability to challenge assumptions and improve processes in an authentic and constructive manner.
Strong capability to analyze complex financial data and present clear, compelling narratives to diverse audiences, including senior leaders.
Demonstrated ability to influence and collaborate across functions to achieve KPIs, key metrics, and shared business objectives.
Proficiency in interrogating financial and operational systems, ideally including Salesforce, Oracle, cube-based reporting tools, and Microsoft Office (advanced Excel skills).
Ability to work independently and collaboratively while managing multiple priorities in a dynamic, fast-paced environment.
Proven experience partnering effectively across teams, balancing competing deadlines with accountability and agility.