Manager, Commercial Strategy

Summit LLC

$135K — $165K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BS/BA in Finance, Business Administration, Accounting, or related field; CPA, CFA, or MBA a plus
  • 5+ years experience in professional/public accounting, banking, FP&A, or equivalent
  • Experience in financial analysis, including modeling and reporting systems
  • Proficient in modeling software for analyses and report preparation
  • Strong skills in Microsoft Office Suite, especially Excel and PowerPoint
  • Adaptable to changing priorities with strong analytical and problem-solving skills
  • Ability to build relationships across business functions and interact with senior management

Responsibilities

  • Prepare financial models and develop pricing strategies for business opportunities
  • Oversee and ensure quality of assigned pricing recommendations
  • Maintain and enhance the core pricing model by validating cost assumptions and updating rate changes
  • Generate deal summaries to inform executive decision-making
  • Support internal commercial reporting and strategic planning activities
  • Interface with various departments including Operations, Marketing, and Business Development
  • Lead training and development for new employees and functional areas
  • Conduct market research and competitive assessments to guide pricing decisions
  • Synthesize market intelligence to identify trends and risks
  • Support M&A activity with focus on commercial due diligence

Benefits

  • Medical, dental, and vision insurance
  • Basic life insurance coverage
  • Holiday pay and PTO accrual
  • Retirement savings plan enrollment
Full Job Description
Responsibilities Include:
  • Preparing financial models (discounted cash flow analyses, market rate comparables), and develop pricing recommendations, strategy, and deal structuring for new and existing business opportunities;
  • Support, oversight, and quality control of assigned portfolio of pricing recommendations;
  • Maintaining and improving Summit's core pricing model, including owning / validating key cost assumptions and updating annual rate changes based on analysis of operational cost increases, capital and staffing plans, and projected financial return thresholds;
  • Generating deal summaries to drive bid decisions with executive team;
  • Supporting internal commercial reporting, including but not limited to monthly commercial Board-related documents, ongoing history of bid results, retention and new business strategic planning support, ad-hoc reporting, etc.;
  • Interfacing with all areas of the organization (Operations, Marketing/Proposals, FP&A, HR, Legal, Maintenance, and Business Development);
  • Leading training and developing new employees or other functional areas;
  • Conducting market research and competitive assessments, including tracking competitor pricing strategies, service offerings, contract structures, and market positioning to inform bid strategy, pricing decisions, and long-term commercial planning;
  • Synthesizing market intelligence from third-party data sources, industry publications, and internal operational data to determine target markets and identify trends, opportunities, and risks; and
  • Supporting M&A activity, with a focus on commercial due diligence and post-close planning related to retaining and growing the target company's portfolio

The annual salary range is $135k - $165k.

Qualifications

  • BS/BA in Finance, Business Administration, Accounting, or a related field; CPA, CFA, or MBA a plus;
  • Minimum of 5 years of experience in professional / public accounting, banking, FP&A, or equivalent;
  • Experience in the financial analysis field including experience with modeling, presentations, and reporting systems;
  • Working knowledge of modeling software to prepare reports and conduct financial analyses;
  • Technically proficient in Microsoft Office Suite and other MS-Based applications with particular reference to MS Excel and MS PowerPoint;
  • Ability to adapt to shifting priorities, demands, and timelines through analytical and problem-solving capabilities;
  • Must be able to build and sustain productive relationships with all business functions and be comfortable interacting with senior management;
  • Highly organized with a logical and methodical approach; and
  • Excellent written and verbal communication skills and attention to detail.

We offer medical, dental, vision, basic life insurance coverage, holiday pay, and PTO accrual. Additionally, employees are able to enroll in a retirement savings plan.

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