Manager, Finance - Margin Review & Commercial Support

Job Description

Job Description

About Us

Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply!

Summary

The Manager, Finance will oversee pricing and commercial margin governance and lead Finance review of customer-facing proposals. This individual will serve as the final Finance checkpoint in the estimation process – validating major cost inputs, ensuring margin discipline, and reinforcing financial accountability across quoting activity.
This is a hands-on, high-impact role with significant visibility across Sales, Estimating, and Operations. The right candidate will bring strong business judgment, a working command of job costing and standard cost principles, and the ability to influence outcomes in a fast-paced, cross-functional environment. Prior experience mentoring or managing others is strongly preferred.

Duties and Responsibilities

• Lead Proposal Financial Review: Act as the final reviewer of pricing proposals to ensure appropriate burdening of labor, equipment, and overhead. Confirm that underlying assumptions are sound and aligned with both internal expectations and customer deliverables.
• Maintain and Enforce Margin Standards: Apply a rigorous lens to proposed economics. Identify low-margin or structurally weak deals and work with commercial stakeholders to strengthen overall deal structure and profitability.
• Partner Cross-functionally: Operate as a trusted partner to Sales, Estimating, and Operations. Use logic, clarity, and financial grounding to influence decisions and guide deal shaping without relying on formal authority.
• Strengthen Processes and Controls: Help enhance workflows, pricing approval protocols, and documentation standards. Build scalable tools and governance structures that can support continued growth and complexity.
• Support Strategic Finance Initiatives: Collaborate directly with the SVP, Global Finance and others as needed on cross-functional efforts tied to pricing, cost optimization, commercial performance, and/or general departmental needs. Take on projects that require structure, speed, and clear execution.
• Coach and Uplift Others: Support and guide junior Finance team members on pricing, modeling, and analysis. Act as a consistent and credible voice in the team, with leadership opportunities ahead based on performance.
• Support Broader Finance Efforts: Assist with ad hoc priorities across the Finance organization as needed - bringing structure, analysis, and execution support to a range of evolving business needs.
  
  

Qualifications & Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline; MBA, CPA, or CMA preferred
• 6-10 years of progressive Finance experience with a focus on pricing, cost analysis, job costing, or FP&A in a manufacturing or project-based environment
• Strong technical understanding of cost burdening and margin analysis at both the item and job level
• Demonstrable experience reviewing and validating commercial proposals or pricing structures
• Familiarity with standard costing methodologies and their implications for deal economics
• Prior exposure to Microsoft Dynamics 365 (D365) and Salesforce Revenue Cloud (CPQ) is highly desirable
• Proven ability to collaborate across functions and influence outcomes with clarity and conviction
• Strong Excel modeling capabilities; able to build, audit, and adapt models for operational use
• Comfortable operating with a high degree of ownership, sound judgment, and business acumen
  
  

Working Conditions

Must be able to perform essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer and may also require the ability to lift up to 10 pounds.

Equal Opportunity Employer

Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

Company Description

Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.