Assist and create pricing for new business opportunities, partnering with Practice Leads and Business Development
Collaborate with Financial Analysts and Program Accountants on the transition of new program proformas to the program’s variance analysis and forecasting responsibilities post-launch
Attend the launch meetings of new program wins and execute necessary tasks associated with launching the program
Work with Financial Analysts to ensure that all information for new programs is correctly input into a forecast file
Work with Program Accountants to ensure understanding on how program was priced as it relates to month end close and billing
Do initial review of credit reports for new clients and discuss with DFO as needed
Review non-disclosure agreements with clients
Partner with C&PA Manager to ensure most up to date standard cost assumptions are utilized in pricing tools and templates
Assist with pipeline tracking and reporting
Ad-hoc reporting as necessary to support business needs
Requirements
Bachelor's degree in business or mathematics (Accounting or Finance preferred)
0–2 years of experience in finance, accounting, analytics, or related field (internship experience applicable)
Ability to prioritize, organize, problem solve, meet deadlines and goals
Thorough knowledge of business policies
Excellent written/oral communication and interpersonal skills
Ability to build strong partnerships with all internal customers
Proficient in utilizing Microsoft Suite (Word, Excel, PowerPoint, etc.)
Intermediate Excel skills preferred (pivot tables, formulas, data analysis)
Benefits
Medical, dental & vision
401(k)/Roth
Insurance (Basic/Supplemental Life & AD&D)
Short and long-term disability
Health & Dependent Care Spending Accounts (HSA & DCFSA)