What are the responsibilities and job description for the Commercial Finance Lead - Channels and Partnerships position at Convera?
As Lead Commercial Finance – Channels and Partnerships, you will be a strategic finance partner to Channel Sales, Partnerships and Product leadership teams for Convera’s partner-led growth motions, including indirect channels, strategic alliances, embedded finance and distribution partnerships.
Your mission is to improve commercial decision‑making—from pricing and deal structuring to customer profitability and growth investment tradeoffs.
This role reports to Head of Commercial Finance (Partners and Channels) and sits at the intersection of finance, strategy, and execution. You’ll translate data into insight, insight into action, and action into measurable financial impact.
What You’ll Do
Business Partnership & Decision Support
Experience & Skills
Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.
Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.
As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
We offer an abundance of competitive perks and benefits including:
Pay Transparency Statement
Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is [$120,000 - $136,000] per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.
We also offer a comprehensive benefits package, which may include:
Your mission is to improve commercial decision‑making—from pricing and deal structuring to customer profitability and growth investment tradeoffs.
This role reports to Head of Commercial Finance (Partners and Channels) and sits at the intersection of finance, strategy, and execution. You’ll translate data into insight, insight into action, and action into measurable financial impact.
What You’ll Do
Business Partnership & Decision Support
- Partner with Sales, Partnerships, Revenue Operations, Marketing and Product leaders to evaluate partner strategies, growth initiatives, commercial structures and commercial investments
- Act as the primary finance thought partner for key commercial decisions, ensuring alignment with financial objectives, incentive design and risk tolerance
- Challenge assumptions, pressure‑test proposals, and help leaders understand tradeoffs between growth, margin, and risk
- Own customer, product, and channel profitability analysis, identifying drivers of performance and actionable improvement opportunities
- Develop and maintain key commercial KPIs (e.g., revenue quality, partner contribution, deal economics, cost-to-serve, margin, customer acquisition economics, retention, LTV/CAC)
- Create clear, executive‑ready narratives explaining what’s happening in the business and why
- Support pricing strategy, revenue share arrangements and commercial terms to drive disciplined and repeatable deal outcomes
- Build financial models for new partnerships, channel launches and embedded or indirect GTM initiatives
- Evaluate ROI on commercial investments and recommend course corrections as needed
- Support revenue forecasting and scenario analysis, incorporating commercial risks and opportunities
- Partner with the broader Finance function to ensure forecasts, plans, and incentives reflect economic reality
- Help embed governance processes that balance speed with financial discipline
- Improve commercial and financial understanding across partner‑facing teams—setting the standard for data‑driven decision‑making
- Translate complex analyses into simple tools, models, and dashboards for non‑finance stakeholders
- Coach and mentor junior team members, contributing to the development of a high‑performing Commercial Finance function
- Commercial leaders proactively seek you out for partnership on critical decisions
- Better pricing, deal quality, and customer mix lead to measurable margin improvement
- Forecasts are more accurate, risks are surfaced earlier, and surprises are reduced
- Finance is seen as a growth enabler, not a gatekeeper
Experience & Skills
- 7–10 years of experience in Commercial Finance, FP&A, Investment Banking, Consulting, or related roles
- Proven track record supporting channel, partnership, or indirect GTM models in B2B, fintech, payments, SaaS, or financial services environments
- Strong financial modeling and analytical skills with a bias toward action
- Ability to operate comfortably in ambiguity and fast‑changing environments
- Structured thinker who can break down complex problems and focus on what matters
- Strong communicator, able to tell a compelling story with data for executive audiences
- Comfortable challenging senior stakeholders with confidence and credibility
- Hands‑on, ownership mindset; willing to roll up sleeves and execute
- Bachelor’s degree required; MBA or CFA a plus
- Advanced Excel financial modeling skills; PowerPoint fluency
- Experience with BI tools and large datasets preferred
Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.
Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.
As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
We offer an abundance of competitive perks and benefits including:
- Competitive salary
- Opportunity to earn a bonus (dependent on performance)
- Great career growth and development opportunities in a global organization
- Corporate benefits
Pay Transparency Statement
Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is [$120,000 - $136,000] per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.
We also offer a comprehensive benefits package, which may include:
- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off, holidays, and parental leave
- Wellness programs and mental health resources
Salary : $120,000 - $136,000