Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Financial Consultant leading financial strategies for Neurovascular Sales region. Collaborating with US Sales Directors to maximize revenue and operational efficiencies.
Responsibilities
- Provide financial leadership/direction to the regional sales management staff and develop/implement revenue growth plans in partnership with sales leadership.
- Lead and coordinate the development of regional and district level strategic plans.
- Provide financial leadership to the Regional Sales Directors and District Managers in developing robust, accurate revenue and expense forecasts.
- Evaluate region and district opportunity pipelines, class of trade trends (among other metrics) for opportunities to optimize results.
- Ensure appropriate accounting controls (expense and revenue) and pricing policies are maintained and operating as expected.
- Collaborate with Sales/Commercial Ops business partners to analyze inventory management performance.
- Collaborate with RSD and HR on sales force alignment, performance and compensation strategies.
- Collaborate with Total Rewards and Sales compensation to ensure proper commission payment to the field and understand how sales incentive plan impacts growth/field behaviors.
- Collaborate with Sales Systems team to optimize systems tools and reporting.
- Engage in special projects as assigned.
Requirements
- Bachelor’s Degree in Finance or Accounting
- 10+ years of work experience in relevant Finance and/or Accounting OR Advanced Degree with 8+ years of work experience in Finance and/or Accounting
- MBA and/or CPA and financial systems experience.
Benefits
- Health, Dental and vision insurance
- Health Savings Account
- Healthcare Flexible Spending Account
- Life insurance
- Long-term disability leave
- Dependent daycare spending account
- Tuition assistance/reimbursement
- Simple Steps (global well-being program)
- Incentive plans
- 401(k) plan plus employer contribution and match
- Short-term disability
- Paid time off
- Paid holidays
- Employee Stock Purchase Plan
- Employee Assistance Program
- Non-qualified Retirement Plan Supplement (subject to IRS earning minimums)
- Capital Accumulation Plan (available to Vice Presidents and above, or subject to IRS earning minimums)
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