Sr. Analyst, Commercial Finance

Vertiv · Westerville

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

The successful candidate will embrace Vertiv’s Core Principles & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPLES: Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• High-Performance Culture

• Customer Focus

• Operational Excellence

• Innovation

• Financial Strength

VERTIV BEHAVIORS

• Own it

• Act with urgency

• Foster a customer-first mindset

• Think big and execute

• Lead by example

• Drive continuous improvement

• Learn and seek out development

• Promote transparent & open communication

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertiv.com

Vertiv, a global leader in critical infrastructure solutions, is seeking a Senior Analyst, Americas Commercial Finance for our Columbus, OH headquarters. This role serves as the commercial finance lead throughout the quote lifecycle, driving commercial outcomes, managing approval processes, and partnering closely with Sales and Pricing to ensure sound financial decisions, risk mitigation, and margin protection. The Senior Analyst will work directly with customers and sales teams to structure capacity agreements, negotiate commercial terms, and develop cash flow models that support deal strategy and safeguard Vertiv's financial position. The role also owns the quote approval framework, collaborates with cross-functional stakeholders, and drives continuous improvement in commercial deal structuring and approval processes.

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