Plays a critical role in integrating new acquisitions and business units into their commercial and financial reporting environment
Directly influences commercial strategy, forecasting accuracy, and revenue predictability
Commitments
Detail-oriented, proactive, and comfortable operating in a fast-paced, evolving organization
Not Met Priorities
What still needs stronger evidence
Requirements
2-4+ years of experience in Revenue Operations, Commercial FP&A, Sales Operations, or Commercial Finance
Financial modeling, forecasting, and analytical skill set
Hands-on experience with CRM systems (Salesforce preferred but not required) and ERP platforms (NetSuite or similar)
Familiarity with Power BI, Excel, and data-driven reporting environments
Proven ability to partner cross-functionally and communicate insights to senior leaders
Detail-oriented, proactive, and comfortable operating in a fast-paced, evolving organization
Preferred Skills
Experience in B2B services, environmental services, industrial, construction, or field-services environments is a plus
Hands-on experience with CRM systems (Salesforce preferred but not required) and ERP platforms (NetSuite or similar)
What They Offer You
High visibility financial analyst role partnering directly with the Director of FP&A and the Chief Commercial Officer Opportunity to own and shape revenue operations, forecasting, and commercial analytics in a PE-backed growth platform Broad exposure across FP&A, revenue operations, pricing, CRM governance, and M&A integration Competitive compensation and comprehensive benefits package Long-term growth potential as the company scales nationally. WHY THIS ROLE IS IMPORTANT
Acts as the analytical bridge between Finance, Sales, and Operations, ensuring revenue data is accurate, actionable, and scalable Owns revenue forecasting, pipeline modeling, pacing analysis, and commercial KPIs used by senior leadership Ensures CRM, ERP, and BI data alignment, enabling reliable forecasting and financial planning Supports pricing analysis, deal evaluation, margin analysis, and customer profitability insights Plays a critical role in integrating new acquisitions and business units into their commercial and financial reporting environment Directly influences commercial strategy, forecasting accuracy, and revenue predictability THE BACKGROUND THAT FITS
2-4+ years of experience in Revenue Operations, Commercial FP&A, Sales Operations, or Commercial Finance Experience in B2B services, environmental services, industrial, construction, or field-services environments is a plus Financial modeling, forecasting, and analytical skill set Hands-on experience with CRM systems (Salesforce preferred but not required) and ERP platforms (NetSuite or similar) Familiarity with Power BI, Excel, and data-driven reporting environments Proven ability to partner cross-functionally and communicate insights to senior leaders Detail-oriented, proactive, and comfortable operating in a fast-paced, evolving organization
AccruePartners
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Charlotte, NC