SALES FINANCE MANAGER - FACILITIES MANAGEMENT

Compass, Inc. - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

10,001+ employees

Real Estate

About the position

The Sales Finance Manager is responsible for overseeing the financial aspects of a new business proforma within the facilities management division of Compass USA's Business & Industry Sector. This role involves developing financial models, providing accurate financial projections, and supporting strategic decision-making in a fast-paced environment. The position requires collaboration with Sales, Operations, and Senior Leadership, offering significant exposure and opportunities for professional growth.

Responsibilities

• Develop comprehensive financial models for the new business proforma, incorporating revenue projections, cost estimations, and benchmarking.
• Provide accurate and realistic financial estimates based on internal benchmarking and business trends.
• Conduct detailed cost analysis to identify key cost drivers and areas for optimization.
• Review RFPs to identify financial risks and factors impacting the proposed proforma's success.
• Conduct financial research including client income statements, fund balance, and indirect costs.
• Gather and analyze labor rates, taxes and benefits, and other direct costs.
• Analyze historical financial performance to identify trends and patterns.
• Work closely with relevant departments to ensure cost estimates align with operational requirements and client needs.
• Identify financial risks and uncertainties that may impact the proforma.
• Develop risk mitigation strategies and scenario analysis to enhance decision-making.
• Clearly articulate pricing and costing details to internal stakeholders for approval and during client presentations.

Requirements

• Bachelor's degree in Finance or equivalent.
• High level of proficiency with Microsoft Excel and PowerPoint.
• Experience in support services finance or operations (cleaning/janitorial, landscaping, grounds maintenance, waste management, pest control, Hard FM) is a plus.
• Strong organizational and planning skills with the ability to set goals, objectives, and timelines.
• Ability to effectively manage multiple projects simultaneously.
• Excellent verbal and written communication skills.
• Excellent interpersonal skills.

Nice-to-haves

• Self-starter with a positive 'can do' attitude.
• Willingness to travel up to 15% of the time.

Benefits

• Commuter assistance
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• Flexible spending account
• Paid time off
• Employee assistance program
• Vision insurance
• Employee discount
• Life insurance
• Retirement plan
• Pet insurance