Quoting & Margin Analyst

Elevate Health Sciences; Provo (UT); On-site; USD 70,000 - 100,000; Full time

Job summary

Elevate Health Sciences is seeking a Quoting & Margin Analyst to support our commercial quoting activities and ongoing focus on manufacturing profitability.

This role combines customer quoting, cost analysis, pricing, and financial analysis. The successful candidate will prepare accurate and timely customer quotations while analyzing the factors that drive product and customer margins, including PPV, production speed, and cost changes.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Economics, or related field.
• Experience in accounting, finance, cost accounting, financial analysis, pricing analysis, or a related analytical role.
• Manufacturing experience strongly preferred.
• Experience analyzing product costs, margins, variances, or profitability.
• Strong proficiency in Microsoft Excel.

Responsibilities

• Analyze customer inquiries and prepare accurate, timely quotations.
• Develop pricing using raw material costs, labor requirements, production assumptions, and other relevant cost inputs.
• Coordinate with Sales, R&D, Operations, Purchasing, and other departments to obtain information for quotations.
• Review quote assumptions for accuracy and identify potential cost or margin risks before quotes are submitted.
• Track and manage multiple quotations while meeting service levels and deadlines.
• Maintain accurate quote records and pricing information.
• Analyze historical pricing and costs to support quotations and pricing decisions.
• Identify opportunities to improve quoting consistency, accuracy, and efficiency.
• Communicate pricing assumptions and recommendations to management and other internal stakeholders.
• Monitor product and customer margins, identifying changes and erosion areas.
• Analyze PPV, production run speeds, and other cost variances affecting profitability.
• Compare quoted costs and margins to actual results and explain variances.
• Analyze impact of raw material costs, production performance, or pricing on profitability.
• Recommend pricing changes when warranted by costs or margins.
• Identify products or orders where pricing may not support margins.
• Work with Operations, Purchasing, Sales, and Finance to investigate variances and corrective actions.
• Forecast margins based on shipments and production activity.
• Compare forecasted vs actual margins and explain differences.
• Develop and maintain Excel-based analyses, models, reports, and dashboards for profitability tracking.

Skills

Excel

Cost analysis

Pricing analysis

Manufacturing operations

Accounting/Finance

Problem-solving

Communication

Education

Bachelor's degree in Accounting, Finance, Business, Economics, or a related field

Tools

ERP/MRP systems

Financial modeling

Job description

At Elevate Health Sciences we take pride in the continuous evolution of our business. The driving force behind our growth is the leadership of skilled and dedicated employees. We’re searching for an experienced Quoting and Margin Analyst to support our team and reinforce our reputation as a leader in manufacturing nutraceutical products.

Time: 40 hours/week

Employment Type: Full-time

Shift: 8:00am - 5:00pm

Position Summary

Elevate Health Sciences is seeking a Quoting & Margin Analyst to support both our commercial quoting activities and our ongoing focus on manufacturing profitability.

This position combines customer quoting, cost analysis, pricing, and financial analysis. The successful candidate will be responsible for preparing accurate and timely customer quotations while also analyzing the factors that drive product and customer margins. This includes monitoring purchase price variance (PPV), production run speeds, cost changes, and other manufacturing performance indicators and using that information to identify opportunities to improve pricing and profitability.

The ideal candidate will have a strong analytical and financial mindset, with experience in accounting, finance, cost analysis, pricing, or manufacturing operations. This person should be comfortable working with detailed cost information, building and analyzing Excel models, identifying trends and variances, and translating financial and operational data into practical pricing recommendations.

Approximately 75% of the role will focus on quoting and pricing activities, with approximately 25% focused on margin analysis, forecasting, and profitability improvement.

Essential Duties and Responsibilities

• Analyze customer inquiries and prepare accurate, timely, and competitive quotations.
• Develop pricing using raw material costs, labor requirements, production assumptions, and other relevant cost inputs.
• Coordinate with Sales, R&D, Operations, Purchasing, and other departments to obtain the information necessary to prepare quotations.
• Review quote assumptions for accuracy and identify potential cost or margin risks before quotes are submitted.
• Track and manage multiple quotations simultaneously while meeting established service levels and deadlines.
• Maintain accurate quote records and pricing information.
• Analyze historical pricing and costs to support future quotations and pricing decisions.
• Identify opportunities to improve quoting consistency, accuracy, and efficiency.
• Communicate pricing assumptions and recommendations to management and other internal stakeholders.

Margin & Profitability Analysis

• Monitor product and customer margins, identifying significant changes and areas of margin erosion.
• Analyze purchase price variance (PPV), production run speeds, and other cost and manufacturing performance variances that impact profitability.
• Compare quoted costs and margins to actual or reported results and identify significant variances and their causes.
• Analyze the financial impact of changes in raw material costs, production performance, labor, pricing, and other cost drivers.
• Recommend pricing changes when costs, production performance, or expected margins warrant them.
• Identify products, customers, or orders where pricing may no longer support targeted margins.
• Work with Operations, Purchasing, Sales, and Finance/Accounting to investigate margin variances and develop corrective actions.
• Forecast expected margins based on planned customer shipments and production activity.
• Compare forecasted margins with reported/actual margins and explain material differences.
• Develop and maintain Excel-based analyses, models, reports, and dashboards to monitor profitability, pricing, costs, and variance trends.
• Analyze and communicate the financial impact of operational and commercial decisions, providing recommendations to management.

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field preferred.
• Experience in accounting, finance, cost accounting, financial analysis, pricing analysis, or a related analytical role.
• Manufacturing experience strongly preferred.
• Experience analyzing product costs, margins, variances, or profitability preferred.
• Strong proficiency in Microsoft Excel, including the ability to analyze large amounts of data and build financial models and reports.
• Strong analytical and problem-solving skills with a demonstrated ability to identify trends, investigate variances, and determine their financial impact.
• Ability to understand how operational factors such as material costs and production performance affect financial results.
• Strong attention to detail and a high degree of accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Ability to effectively establish rapport, present information, and respond to questions from managers and cross-functional teams.
• Ability to work independently while also collaborating effectively with Sales, Operations, Purchasing, Production, and Finance/Accounting.

Preferred Experience

Candidates with experience in one or more of the following areas are especially encouraged to apply:

• Cost accounting
• Manufacturing finance
• FP&A
• Pricing analysis
• Margin/profitability analysis
• Financial planning and forecasting
• Standard costing and variance analysis
• Purchase price variance (PPV)
• Manufacturing operations analysis
• ERP/MRP systems and manufacturing cost data

Key Attributes

The successful candidate will be:

• Analytical - able to look beyond the reported number and determine what is driving it.
• Financially minded - understands how costs, pricing, volume, and operational performance affect profitability.
• Detail-oriented - recognizes that accurate cost and pricing information is critical to the business.
• Commercially aware - understands that pricing must balance competitiveness with appropriate profitability.
• Proactive - identifies margin risks and opportunities rather than waiting for problems to be reported.
• Collaborative - comfortable working across Sales, Operations, Purchasing, Production, and Finance.
• A strong communicator - able to turn detailed financial and operational analysis into clear recommendations for management.

You will be part of an engaged, inclusive, global community that values family, giving back, beauty, and sustainability. We offer competitive benefits to eligible employees with comprehensive medical, vision, and dental coverage; supplemental life, voluntary short-term, and disability insurance; free access to therapists; a health savings account and 401k. You'll also be empowered to prioritize what's important to you through our vacation policy.