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Advisor, Deal Modeling

Job Summary
Cardinal Health at-Home is a high growth, fast paced business unit.

Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. 

Responsibilities

  • Pull and analyze customer and item level data, provide detailed analysis and summaries of results, monitor and track margin improvement projects

  • Analyze pricing and contracts for current customers, forecast profitability of new and existing deal proposals

  • Present deal updates to leadership

  • Complete ad-hoc projects and analysis related to customer and item level margin

  • Implement process improvements

  • Support Sales team to provide input, financial support, and guidance

  • Ability to work cross functionally (Sales, Finance, Operations, Billing, Contracting, Legal, BI)


Qualifications

  • 4-8 years of experience preferred

  • Bachelor's degree in related field preferred, or equivalent work experience preferred

  • Advanced in Excel preferred

  • Experience with SQL, Tableau, and Atleryx is preferred but not required


What is expected of you and others at this level

  • Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects

  • May contribute to the development of policies and procedures

  • Works on complex projects of large scope

  • Develops technical solutions to a wide range of difficult problems

  • Solutions are innovative and consistent with organization objectives

  • Completes work; independently receives general guidance on new projects

  • Work reviewed for purpose of meeting objectives

  • May act as a mentor to less experienced colleagues

Anticipated salary range: $79,700 - $113,800

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

  • Medical, dental and vision coverage

  • Paid time off plan

  • Health savings account (HSA)

  • 401k savings plan

  • Access to wages before pay day with myFlexPay

  • Flexible spending accounts (FSAs)

  • Short- and long-term disability coverage

  • Work-Life resources

  • Paid parental leave

  • Healthy lifestyle programs

Application window anticipated to close: 6/15/2025 *if interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

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CEO of Cardinal Health
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Average salary estimate

$96750 / YEARLY (est.)
min
max
$79700K
$113800K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Advisor, Deal Modeling, Cardinal Health

Are you ready to step into a dynamic role as an Advisor in Deal Modeling with Cardinal Health at-Home? This is an exciting opportunity for individuals who thrive in a high-growth, fast-paced environment. In this role, you'll be instrumental in managing the entire pre-deal process, partnering closely with sales teams to craft tailored deal strategies to meet customer needs. Your analytical skills will shine as you dive into customer and item-level data, providing detailed insights and summaries that directly influence decision-making. This role is all about collaboration and support; you’ll work cross-functionally with diverse teams including Sales, Finance, Operations, and more, ensuring smooth communication and effective project execution. If you have 4-8 years of related experience and are proficient in tools like Excel, SQL, Tableau, and Alteryx, you’re a great fit for this position! Join Cardinal Health and contribute to projects that not only drive profit but also enhance customer satisfaction. With our comprehensive benefits package, including medical coverage, a 401k plan, and paid parental leave, along with an inclusive workplace culture that celebrates diversity, Cardinal Health at-Home is where you can truly make an impact. Ready to take your career to the next level? Apply now and let’s embark on this journey together!

Frequently Asked Questions (FAQs) for Advisor, Deal Modeling Role at Cardinal Health
What responsibilities does an Advisor, Deal Modeling at Cardinal Health at-Home have?

As an Advisor in Deal Modeling at Cardinal Health at-Home, you will take charge of the pre-deal process, including collaborating with sales to configure customer-specific deal strategies and pricing. Your responsibilities will encompass analyzing pricing and contracts, forecasting profitability, presenting updates to leadership, and completing various ad-hoc projects. Essentially, you’ll play a crucial role in monitoring margin improvement projects, implementing process enhancements, and providing specific financial insights to support the sales team.

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What qualifications are necessary for the Advisor, Deal Modeling position at Cardinal Health?

To excel as an Advisor in Deal Modeling at Cardinal Health at-Home, candidates are typically expected to have 4-8 years of relevant experience, alongside a bachelor's degree in a related field or equivalent work experience. Additionally, strong proficiency in Excel is preferred, and familiarity with SQL, Tableau, and Alteryx would be beneficial. Candidates should also demonstrate a capacity to work cross-functionally and a comprehensive understanding of technical concepts and principles related to this role.

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What skills are important for an Advisor, Deal Modeling at Cardinal Health?

Key skills for the Advisor, Deal Modeling position at Cardinal Health at-Home include advanced Excel capabilities and the ability to analyze complex data sets. You should also be comfortable utilizing SQL, Tableau, and Alteryx to drive insights. Strong communication skills are essential as well, as you will be required to present findings and deal updates to leadership, besides collaborating effectively with multiple departments.

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How does working at Cardinal Health at-Home support diversity and inclusion?

Cardinal Health at-Home is committed to fostering an inclusive workplace environment that values diversity in all forms. They actively encourage applications from individuals who identify as diverse, including people with disabilities, Veterans, and those without a college degree. This approach ensures that all employees can be authentic at work and contribute their unique perspectives, ultimately leading to better solutions for customers and stronger team dynamics.

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What is the salary range for an Advisor, Deal Modeling at Cardinal Health?

The anticipated salary range for the Advisor, Deal Modeling position at Cardinal Health at-Home is between $79,700 and $113,800. However, the final compensation can vary based on multiple factors including geographical location, relevant education, experience, and the evaluation of internal pay equity.

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Common Interview Questions for Advisor, Deal Modeling
Can you explain your experience with financial modeling?

When responding to this question, focus on specific financial modeling projects you've been involved in, detailing your methodology for analyzing profitability and forecast assumptions. Mention any tools you utilized, such as Excel or Tableau, and highlight how your models contributed to successful deal proposals or margin improvements.

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How do you ensure accurate data analysis in your reports?

Discuss the processes and tools you implement to maintain data integrity in your analyses. It's useful to mention regular cross-checks, leveraging SQL queries for validation, or auditing procedures you may have established to improve accuracy, underscoring your attention to detail.

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Describe a time you improved a process in your previous roles?

Select a specific scenario where you identified a bottleneck or inefficiency. Framework your answer to discuss the challenge, your analysis process, the specific changes you implemented, and the positive results that followed, demonstrating your proactive problem-solving abilities.

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What metrics do you prioritize when assessing deal performance?

Focus on key performance indicators that matter in deal modeling such as margin percentages, customer retention rates, and profitability forecasts. Explain how you track these metrics, interpret their significance, and how they guide your decision-making.

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How do you handle conflicting priorities or tight deadlines?

Employ the STAR method to provide a structured answer. Talk about a specific instance where you faced multiple deadlines, how you prioritized tasks, utilized project management tools, and communicated with stakeholders to ensure timely delivery.

Join Rise to see the full answer
Can you give an example of a successful collaboration with multiple departments?

Choose an example that highlights your ability to work cross-functionally. Explain your role in the collaboration, how you facilitated communication between departments, and the final outcome, emphasizing teamwork and collective success.

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How do you stay updated on industry trends and best practices?

Discuss unifying sources of information you utilize, such as industry publications, online forums, webinars, or professional associations. Highlight the importance of continuous learning in maintaining competitive advantage and applying best practices in your work.

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What challenges do you anticipate in the Advisor, Deal Modeling role?

It’s important to show awareness of the complexities of the role. Discuss potential challenges such as data availability, changing market conditions, or approval bottlenecks. Focus on strategies you would implement to mitigate these challenges and ensure effective decision-making.

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What tools do you find most effective for data visualization in deal modeling?

Mention tools like Tableau or Alteryx, elaborating on how you’ve used them to visualize complex data for clarity and comprehension. Discuss specific examples of how effective visualization can drive decision-making and enhance presentations to leadership.

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Why do you want to work as an Advisor, Deal Modeling for Cardinal Health?

Craft your answer to reflect genuine interest in Cardinal Health’s mission and values, especially in the context of healthcare. Talk about your alignment with their goals in providing quality services and how your skills would contribute to their success.

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Full-time, on-site
DATE POSTED
April 16, 2025

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