Revenue & Cost Management Specialist

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Full Time Riverview, FL, US

Summary of Primary Functions:

This position is the authority and primary owner of the commercial transaction standards, ensuring coordination between our branches, sales administration, and accounting. This is an individual contributor role that holds sole accountability for protecting transaction standards and maintaining financial cleanliness of wholegood transactions. This role acts as a strategic functional leader, helps drive revenue analysis and presents critical, actionable insights directly to C-Suite executives.

The job description does not include a complete listing of all the duties and functions of the position. Management reserves the right to assign other duties or projects as necessary.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. (Other duties may be assigned)

• Trend & Margin Accountability: own analysis of revenue, sales, and profitability across company to identify transaction trends, operational shifts, and margin-expansion opportunities.
• KPI Governance: create, implement, and hold the organization accountable to key performance indicators (KPIs) specifically related to revenue realization and operational profitability.
• Executive Presentations: integrate complex data and confidently present findings, operational risks, and strategic recommendations directly to management and C-Suite stakeholders.

• Responsible for the daily analysis and audit of commercial data, ensuring absolute financial cleanliness in sales P&L.
• Manage the financial tracking and reconciliation of all inbound and outbound hauling for sold units.
• Rigorously analyze daily and weekly reports from Purchase Orders (POs) system for freight. Hold ultimate responsibility for comparing these POs against original deal sheets and instantly reworking deal financials when unaccounted freight costs threaten margins.
• Audit financial impact of "loaner" equipment provided in and out of warranty period, ensuring these costs are captured tightly under established Policy and After Sales rules.
• Monitor quote activity to identify deals lacking cost recovery for items such as customer delivery, Dobbs Commitment, Travel Time & Mileage.
• Track and strictly verify deal-specific data, including the installation of attachments and custom configurations, demanding that all hard costs are captured in the final margin.
• Act as the gatekeeper for validation of unrecoverable warranty expenses, ensuring they are accurately coded to Policy rather than After Sales.
• Accountable for achieving budget and ledger results. Proactively takes action to ensure expenses are properly coded and individuals are instructed on correct procedures.
• Proactively map, document, and implement best-in‑class internal workflows, demanding standardized handoffs between field sales, sales administration, and accounting for sales operations areas of P&L.
• Identify other recoverable expenses in P&L.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

• 2–5 years of direct experience in revenue analysis, financial analysis, or pricing analysis.
• Hands-on experience with data visualization tools, specifically Power BI.
• Strong proficiency in Excel, including advanced capabilities with pivot tables, VLOOKUPs, and complex financial modeling.
• High-level analytical, problem-solving, and communication skills, backed by a demonstrated readiness to present hard findings directly to C-Suite executives.
• Exceptional attention to detail with an uncompromising standard for data accuracy.
• Proven ability to manage multiple complex projects autonomously in a fast-paced, multi-branch environment.

• Bachelor’s degree in finance, accounting, or mathematics.
• Ability to communicate effectively…