Revenue & Cost Management Specialist

Commercial Transaction Standards Authority

This position is the authority and primary owner of the commercial transaction standards, ensuring coordination between our branches, sales administration, and accounting. This is an individual contributor role that holds sole accountability for protecting transaction standards and maintaining financial cleanliness of wholegood transactions. This role acts as a strategic functional leader, helps drive revenue analysis and presents critical, actionable insights directly to C-Suite executives. The job description does not include a complete listing of all the duties and functions of the position. Management reserves the right to assign other duties or projects as necessary.

Essential Functions and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. (Other duties may be assigned)

Strategic Ownership & Revenue Analysis:

• Trend & Margin Accountability: own analysis of revenue, sales, and profitability across company to identify transaction trends, operational shifts, and margin-expansion opportunities.
• KPI Governance: create, implement, and hold the organization accountable to key performance indicators (KPIs) specifically related to revenue realization and operational profitability.
• Executive Presentations: integrate complex data and confidently present findings, operational risks, and strategic recommendations directly to management and C-Suite stakeholders.

Financial Integrity, Daily Deal Authority & Cost Reconciliation:

• Responsible for the daily analysis and audit of commercial data, ensuring absolute financial cleanliness in sales P&L.
• Manage the financial tracking and reconciliation of all inbound and outbound hauling for sold units.
• Rigorously analyze daily and weekly reports from Purchase Orders (POs) system for freight. Hold ultimate responsibility for comparing these POs against original deal sheets and instantly reworking deal financials when unaccounted freight costs threaten margins.
• Audit financial impact of "loaner" equipment provided in and out of warranty period, ensuring these costs are captured tightly under established Policy and After Sales rules.
• Monitor quote activity to identify deals lacking cost recovery for items such as customer delivery, Dobbs Commitment, Travel Time & Mileage.
• Track and strictly verify deal-specific data, including the installation of attachments and custom configurations, demanding that all hard costs are captured in the final margin.
• Act as the gatekeeper for validation of unrecoverable warranty expenses, ensuring they are accurately coded to Policy rather than After Sales.
• Accountable for achieving budget and ledger results. Proactively takes action to ensure expenses are properly coded and individuals are instructed on correct procedures.
• Proactively map, document, and implement best-in-class internal workflows, demanding standardized handoffs between field sales, sales administration, and accounting for sales operations areas of P&L.
• Identify other recoverable expenses in P&L.

Qualification: The requirements listed below are representative of the knowledge, skill, and/or ability required.

• 25 years of direct experience in revenue analysis, financial analysis, or pricing analysis.
• Hands-on experience with data visualization tools, specifically Power BI.
• Strong proficiency in Excel, including advanced capabilities with pivot tables, VLOOKUPs, and complex financial modeling.
• High-level analytical, problem-solving, and communication skills, backed by a demonstrated readiness to present hard findings directly to C-Suite executives.
• Exceptional attention to detail with an uncompromising standard for data accuracy.
• Proven ability to manage multiple complex projects autonomously in a fast-paced, multi-branch environment.

Education, Skill, and/or Experience Requirements :

• Bachelor's degree in finance, accounting, or mathematics.
• Ability to communicate effectively (verbal and written)
• Strong problem-solving skills.
• Must be able to self-manage/self-motivate.
• PC literate, proficient with MS Office, with an emphasis in Excel and Outlook required.
• Hands-on experience with data visualization tools, specifically Power BI.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Quick learner with the ability to think out of the box.
• Positive attitude, good organizations skills.
• Ability to multi-task in a fast-paced environment.
• Ability to manage relationships, both internally and externally, and holding teammates and customers accountable.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions, moving mechanical parts, and outside weather conditions. The noise level in the work environment is usually quiet.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

We're an Equal Employment Opportunity and Affirmative Action Employer

Dobbs Equipment is an Equal Employment Opportunity (EEO) and Affirmative Action employer. We are committed to providing an environment free of discrimination, harassment and retaliation both for our employees and applicants. We make all employment-related decisions on the basis of an individual's qualifications and job performance. We recruit, hire, promote, train, transfer, and make compensation decisions without regard to race, religion, color, creed, national origin, ancestry or citizenship status, sex, sexual orientation, gender, genetic information, marital status, pregnancy status, age, disability, protected veteran status, or any other characteristic protected by federal, state or local law.

Notice to Applicants: We participate in E-Verify in the United States.

Drug Free and Alcohol-Free Workplace Notice.

Dobbs Equipment is an Equal Opportunity and At-Will Employer.