Job Description

POSITION SUMMARY

Vertiv, a global leader in critical infrastructure solutions, seeks a Senior Analyst at its Columbus, OH, headquarters location to join our Americas Commercial Finance team. This role is the commercial engine behind quote finance execution, responsible for leading and driving commercial results across the quoting lifecycle, owning and scaling approval processes, and building the cross-functional relationships required to move deals forward with speed and accuracy. This individual will serve as the primary finance partner to Sales and Pricing, ensuring that every quote reflects sound commercial judgment, appropriate risk mitigation, and margin integrity. This role will work directly with customers and sales to structure capacity agreements, negotiate commercial terms, and develop cash flow models that inform deal strategy and protect Vertiv's financial position. Leveraging strong business acumen and stakeholder management skills, this role will own the end-to-end quote approval framework, gather and synthesize feedback from key stakeholders, and drive continuous improvement in how Vertiv structures and approves commercial deals.

RESPONSIBILITIES

• Partner with Commercial Finance leadership to lead the quote finance function end to end, delivering outcomes that protect margin, accelerate deal closure, and align the quoting lifecycle with business objectives
• Partner with Sales to negotiate directly with customers and structure commercial terms, payment milestones, pricing frameworks, and contract financial provisions
• Leads the financial structuring and commercial review of capacity agreements, including volume commitments, pricing locks, milestone billing schedules, and cancellation provisions, ensuring terms protect Vertiv's margin, cash position, and delivery commitments
• Develops and maintains cash flow models that project the financial impact of capacity agreements, large-scale orders, and milestone-based billing structures, conducting scenario and sensitivity analysis to inform deal decisions and provide leadership with forward-looking cash flow visibility
• Drives, builds, and scales the quote approval framework, including approval matrices, delegation of authority thresholds, escalation protocols, and standardized workflows that reduce cycle time while maintaining appropriate financial controls
• Gathers necessary feedback from cross-functional stakeholders (Sales, Legal, Operations, Credit, Supply Chain) to ensure approvals are informed and timely, driving adoption of process improvements through training, communication, and change management
• Builds and maintains strong relationships with Sales leadership, Pricing, Operations, Legal, Credit, and Supply Chain as a trusted commercial finance advisor, serving as the go-to finance partner that shapes deal strategy before quotes are finalized
• Monitors active capacity agreements and cash flow performance against modelled expectations, flagging deviations in volume, timing, or payment and recommending corrective actions
• Identifies opportunities to standardize and automate quote finance processes, developing playbooks, templates, and tools that enable the team to scale quote review capacity without sacrificing quality
• Miscellaneous responsibilities and special projects as assigned.

QUALIFICATIONS

Minimum Qualifications:

• Bachelor’s degree in accounting or finance
• 5+ years of experience in a related role 
• Direct experience owning or supporting quote approval processes, commercial terms review, or deal structuring

Preferred Qualifications:

• Prior experience in commercial finance, pricing, or deal desk role strongly preferred
• Experience with revenue recognition processes and commercial terms negotiation in a manufacturing or capital equipment environment
• Direct experience working with customers on commercial terms, payment structures, or contract negotiations
• Experience structuring or supporting capacity agreements, volume commitments, or long-term supply arrangements
• Demonstrated ability to build and maintain cash flow models, including scenario and sensitivity analysis
• Strong understanding of margin analysis, pricing strategy, and commercial risk assessment
• Demonstrated ability to build and scale approval frameworks, governance structures, and financial controls
• Proven track record of building trusted relationships across Sales, Operations, Legal, and other cross-functional partners
• Ability to communicate effectively at all levels, from the C-Suite to the customer table