Job Information
CAI Financial Business Manager in United States
Job ID Number
R2535
Employment Type
Full time
Worksite Flexibility
Remote
Job Summary
We are seeking a dynamic, innovative Financial Business Manager to join our team. The Financial Business Manager’s primary role will be building financial strategies and reports for the verticals within Public Sector.
Job Description
We are seeking a highly skilled Financial Business Manager to join our IT team. This position will be full-time, remote, and is a salaried position.
What You'll Do
Analyze the Tolls & Transportation and Health and Human Services accounts to assess the verticals' overall financial health
Maintain and communicate overall vertical portfolio financials
Prepare regular business activity reports and forecasts
Generate financial data, compile, and submit reports, and analyze industry trends
Oversee the preparation of quarterly and annual account reconciliations
Track accounts performance metrics, such as revenue, client satisfaction, and retention rates
Analyze data to identify trends and areas for improvement
Create strategic business plans by analyzing the verticals’ status and financial forecasts
Prepare regular reports for management forecasting trends for emerging and established accounts.
Connect with key business executives and stakeholders on emerging needs and opportunities
Engage key stakeholders early in the bid solicitation life cycle
Collaborate effectively with the Business Development Team as a subject matter expert on new business proposal opportunities when requested
Collaborate with cross-functional teams (i.e., Business Development Team, T&T vertical, and HHS vertical Subject Matter Experts (SME)) to understand the direction for each proposal
Work with the Opportunity Developer to build cost models for bid solicitations
Coordinate efforts to deliver exceptional service and resolve any issues promptly
What You'll Need
Time Management, a bility to manage your time effectively under the pressure of tight deadlines while balancing multiple priorities
Communication, must be able to listen and process information others provide effectively. Strong written and verbal skills are required
Decision Making , make sound, well-informed, and objective decisions
Flexibility, open to change, new processes (or process improvement), and new information. Can receive and give constructive criticism and maintain effective work relationships with others. Can adapt leadership styles in a variety of situations
Interpersonal, demonstrate friendliness, courtesy, understanding, and politeness to others
Problem Solving, able to identify, evaluate, and use sound judgment to generate and evaluate alternative actions and make recommendations accordingly
4+ years’ experience developing financial assessments, plans, or managing account portfolios
Experience managing and prioritizing account portfolios and working seamlessly with various stakeholders in a matrix organization
Expert knowledge and practical application experience with Microsoft Excel is required
Advanced knowledge and practical application experience with Microsoft tools suite (i.e., Word, Outlook, Teams, SharePoint, PowerPoint, Visio)
Prior knowledge or experience working in or with public sector government is a plus (i.e., local, state, and federal government agencies)
Physical Demands
Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards
Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor
Reasonable Accommodation Statement
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 – 8111.
Equal Employment Opportunity Policy Statement
It is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.